Program Security in the FLEX system allows credit unions to define and manage access to specific programs and fields within the system for individual tellers and/or groups. This document outlines the configuration and management of Program Security, Field Level Security, and Security Group Maintenance.

1. Overview of Security in FLEX

The FLEX system offers robust security features to control user access:

• Program Security: Determines which tellers and/or groups can access specific programs.
• Field Level Security: Controls teller access to specific fields within a program. This allows access to a program but blocks access to particular fields or buttons within it.
• Default Controls: Additional security measures provided by the system.

A template is available to assist in setting up Program Security, structured by common departments. This template serves as a guide and should be adapted to your credit union’s policies and procedures.

1.1. Accessing Security Setup

Security configuration is found within the FLEX Main Menu:

• System Administration
  • Security
    • Field Level Security
    • Program Security Configuration
    • Security Group Maintenance

2. Field Level Security

Field Level Security enables granular control over individual fields and buttons within FLEX programs. It can be applied to individual tellers or security groups.

2.1. Activating Field Level Security

To activate Field Level Security for a specific field:

1. Navigate to the desired program and field (e.g., ‘Interest Rate’ field in Loan Maintenance).
2. Right-click on the target field.
3. Select “Field Level Security” from the context menu.
   • Note: Changes made here are global and affect all instances of that field.

2.2. Configuring Field Level Security

Once the “Field Level Security” screen is displayed:

1. Select Users/Groups:
   • From the “All Groups” section on the left, highlight the individual tellers or security groups you wish to authorize.
   • To select multiple items, hold down the [Ctrl] button and click on the desired groups or tellers.
2. Add to Authorized Groups:
   • Use the arrow buttons to move the selected tellers or groups to the “Authorized Groups” section on the right.

2.3. Removing Field Level Security

• Remove Authorized Users/Groups: Reverse the process described above by moving tellers/groups from “Authorized Groups” back to “All Groups.”
• Remove Field Level Security Entirely: Click the “Remove Field Security” button on the screen.

2.4. Viewing Existing Field Level Security

To view all fields that have Field Level Security activated:

1. From the FLEX Main Menu, navigate to System Administration > Security.
2. Select “Field Level Security”.

This screen displays:

• Program Name: The program where security is applied.
• Field Name: The specific field with security.

Existing Field Level Security can be:

• Edited: Highlight the field and click “Edit”.
• Deleted: Highlight the field and click “Delete”.

3. Program Security Configuration

Program Security Configuration allows credit unions to customize access to specific programs for defined groups and/or tellers.

3.1. Overview of Program Security Screen

The Program Security Configuration screen displays:

• Program Names and Descriptions.
• Security Enabled Column: A checkmark indicates if security is active for a program.

Actions available on this screen include:

• Add: To add new program security.
• Maintain: To modify existing security.
• Delete: To remove security.
• Copy: To duplicate security settings.
• Audit: To review security changes.
• Search: To find specific profiles, tellers, or groups.

3.2. Adding a New Program Security Profile

To add a new Program Security Profile:

1. Click the “Add” button on the Program Security Configuration screen.
2. In the “Add Program Security Profile” window:
   • Click the ellipsis […] button next to “Program Name” to open a searchable list of all programs.
   • Select the desired program and click “OK”.
   • The “Program Name” and “Description” fields will populate.
3. Enable Security: Check the “Security Enabled” box to activate security for this program.
4. Assign Authorized Users/Groups:
   • From the “All Groups” section on the left, highlight individual tellers or security groups.
   • Use the arrow buttons to move them to the “Authorized Groups” section on the right.
5. Configure Workstations (Optional):
   • In the “Required Workstations” field, enter the Workstation ID(s) if you want to limit program access to specific workstations.
6. Click “Save”.

3.2.1. Program Security Profile Fields

• Program Name/Description: Displays the name and description of the selected program.
• Security Enabled: Indicates if security is active for the program (checked = active).
• Use Suspended: (Not currently used).
• Workstations: Allows restricting program access to specific workstation IDs.

4. Security Group Maintenance

Security Group Maintenance enables the creation and management of groups to simplify the assignment of program and field-level security. This method is more efficient than setting up security for individual tellers, especially when job assignments change.

4.1. Benefits of Security Groups

• A teller assigned to a group inherits all security access defined for that group.
• When a teller’s job changes, simply reassigning them to a new group automatically updates their security permissions.

4.2. Managing Security Groups

On the Security Group Maintenance screen:

• Add: Click “Add” to create a new security group.
• Edit: Highlight an existing group and click “Edit” to modify its details.
• Delete: Highlight an existing group and click “Delete” to remove it.
• Audit: Review changes made to security groups.

4.3. Adding a New Group

To add a new security group:

1. Click the “Add” button on the Security Group Maintenance screen.
2. In the “Add Group” window:
   • Enter a “Group ID” (up to 4 characters).
   • Enter a “Description” for the group.
3. Add Tellers to the Group:
   • From the “All Tellers” section on the left, highlight the tellers you want to add to this new group.
   • To select multiple tellers, hold down the [Ctrl] button and click on the desired tellers.
   • Use the arrow buttons to move the selected tellers to the “Group Tellers” section on the right.
4. Click “Save”.