# Security ID

Once user groups are set up, the groups must be assigned to at least one (but possibly more) security ID. Certain menu items and transactions can then be limited to a certain security ID.

Continuing with the example started in Group (see [User Profile - CR](https://docs.navigaglobal.com/circulation-setup-manual/system/security-menu/user-profile-cr)), suppose you have determined the functions that require restriction and have set up user profiles and groups accordingly. You might then set up a security ID called “Dispatch” for all users that should have access only to that function, and so on. Notice that users in “SysAdm” (system administrators) have unrestricted access.

<table><thead><tr><th width="204">Security Function</th><th width="118">Security ID</th><th width="213">Groups</th><th>Description</th></tr></thead><tbody><tr><td>Main Menu</td><td> </td><td> </td><td>You do not need to assign security to a menu/option/item when everyone has access.</td></tr><tr><td>Setup Menu</td><td>Setup</td><td>Setup, SysAdm</td><td>Only members of Setup or SysAdm can access Setup functions</td></tr><tr><td>Customer and Route Services Menus</td><td>CSR</td><td>Setup, SysAdm, Acctg, ActMgr, Admin, CSR, CSR-Temp, Other</td><td>Everyone.</td></tr><tr><td>Dispatching</td><td>Dispatch</td><td>Setup, SysAdm, Acctg, ActMgr, Admin, CSR, Dispatch, Other</td><td>Everyone except CSR-Temp group.</td></tr><tr><td>Sign-On</td><td>CSR</td><td>Setup, SysAdm, Acctg, ActMgr, Admin, CSR, CSR-Temp, Other</td><td>Everyone except for users in the group “Dispatch” have access to Sign-On option.</td></tr><tr><td>Accounting</td><td>Acctg</td><td>Acctg, ActMgr, SysAdm</td><td>Only users in Acctg and ActMgr groups (and System Administrator) have access to the Accounting menu/options.</td></tr><tr><td>CRControlTotals</td><td>ActMgr</td><td>ActMgr, SysAdm</td><td>Only Accounting Managers (and System Administrator) have access to “modifying payment control totals”.</td></tr></tbody></table>

#### To define a security ID:

1. In character Circulation, select **Security ID** from the Security menu to display the Security Setup screen.<br>

   <figure><img src="https://2165740141-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5MIKWQvI2WSa0XQfA9VW%2Fuploads%2FnjLo844oMdJY8ahtWH0q%2FSecurity%20ID%20Setup.png?alt=media&#x26;token=816a9280-77ef-465a-812e-671873ba8f32" alt=""><figcaption></figcaption></figure>

2. Select **Add** and complete the following fields.<br>

   <table><thead><tr><th width="166.33333333333334">Field</th><th width="133">Type</th><th>What to enter</th></tr></thead><tbody><tr><td>SECURITY</td><td>open (15)</td><td>Enter a unique security ID.</td></tr><tr><td>DESCRIPTION</td><td>open (30)</td><td>Enter a description of this security ID.</td></tr></tbody></table>

3. Select **Specifics | Security Group** to link the security ID to one or more user groups (see below).

4. Select **Accept** to enter the security information into the database.

5. Set up more security IDs, or press **F4** and select **Exit** to exit to the Setup menu.

## Specifics, Security Group

Select this specific to link user groups to the security ID that is being defined.

#### To assign user groups to security IDs:

1. Select Specifics | Security Group from the Security Setup screen to display the Security Group Setup screen.

   <figure><img src="https://2165740141-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5MIKWQvI2WSa0XQfA9VW%2Fuploads%2FTGZPmuKuw8I0LbeJLgnT%2FSpecifics%2C%20Security%20Group.png?alt=media&#x26;token=8f87789b-b207-4309-84ff-5d046ac0f16f" alt=""><figcaption></figcaption></figure>
2. Select **Add** and complete the following fields.

   <table><thead><tr><th width="129.33333333333334">Field</th><th width="98">Type</th><th>What to enter</th></tr></thead><tbody><tr><td>SECURITY</td><td>display</td><td>The security ID from the Security Setup screen displays.</td></tr><tr><td>GROUP</td><td>setup</td><td>Enter a group that should be included in this security ID.</td></tr></tbody></table>
3. Select **Accept** to accept the security ID/user group link.
4. Link more user groups to the security ID, or press **F4** and select **Exit** to exit to the Security Setup screen.


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