A class is an alternate grouping of users that establishes access rights to entities, CRE properties, or CRE projects. To establish class security, you can create classes, and then assign users to a class. You can add as many classes as your organization needs to establish security. However, a given user may only be assigned to one class of each type. Before you add classes, you should determine the number of classes your organization needs based on how you want to restrict users' access rights.
Once you determine the classes your organization needs, the next step is to add the classes to MRI.
Note
You must have Modify Roles permissions to add or modify a property class. Refer to Adding and Maintaining Users and Access Rights for more information.
To create a new property class, follow these steps:
1. Go to Classes.
2. Click the Property tab.
3. In the Database field, select the database to contain the new class.
Note
If you only have access to one database, it is selected by default.
4. Click Add Property Class.
5. In the Create New Security Class dialog box, complete the following fields:
▪ Name—Enter a unique name for the property class limited to 20 characters.
▪ Description—Enter a description for the property class limited to 40 characters.
6. Click Save.
7. In the right panel, in the Assign by field, select the level of CRE property access from the following options:
▪ CREBUSUNIT—Business unit
▪ CREPORTFOLIO—Portfolio
▪ CREPROPCLASS—Property class
▪ CREPROPERTY—Property
▪ CREPROPTYPE—Property type
▪ CREREGION—Region
8. To filter or sort the properties by current access level, property ID, or description, use the filter fields in the header row of the grid. For example, to see property descriptions containing the word "plaza", enter plaza in the Description filter field.
9. Use the information in the following list to continue.
Note
The following table describes specifying CRE property access at the property level. However, you can also specify CRE property access at the property type, property class, region, business unit, or portfolio level.
Class Access Option |
Action |
Full access to all properties |
In the header row,
select the FULL check
box. |
View-only access to all properties |
In the header row,
select the VIEW check
box. |
No access to all properties |
In the header row,
select the NOACCESS check
box. |
Full access to selected properties |
Select the check box in the FULL column for each property to which you want the class to have full access. |
View-only access to selected properties |
Select the check box in the VIEW column for each property to which you want the class to have view-only access. |
No access to selected properties |
Select the check box in the NOACCESS column for each property to which you want the class to have no access. |
10. Click Save.