Using cloned roles and subsystems

To prevent security role and subsystem content from being overwritten when Axiom Financial Institutions Suite upgraded or gets a hotfix, you can instead clone the roles and subsystems in Axiom Financial Institutions Suite when you set up permissions for users.

If you have already set up security and permissions for roles and subsystems, your data is retained when you clone that role or subsystem.

To clone a subsystem:

1. Launch the Excel client.

2. From the Main tab in the ribbon, select Manage > Security < Security Manager. The Security Management tool opens.

   

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3. Select a subsystem and click the clone icon. The cloned subsystem will be listed.

   

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4. You can, if you wish, change the name of the cloned subsystem on the General tab.

5. Click Apply to save the cloned subsystem.

6. Click OK when you are finished cloning subsystems.

Once you have a cloned subsystem, you can clone the subsystem-specific roles. Consider these tips before you start:

• Work on one subsystem at time.

• Select the original version of the subsystem to view a list of its subsystem-specific roles. You may find that a screenshot is useful while cloning those roles.

  

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• Consider using a short, common prefix to the name of the cloned roles and subsystems, such as the initials of your financial institution. This might help other administrators choose the correct role when working with permissions. Example: ab Planning and ab Planning Analyst.

To clone a role :

1. Launch the Excel client.

2. From the Main tab in the ribbon, select Manage > Security < Security Manager. The Security Management tool opens.

   

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3. Click the Roles option button.

4. Select a role and click the clone icon. The cloned subsystem will be listed.

5. You can, if you wish, change the name of the cloned role on the General tab.

6. Select the subsystem that is associated with the role.

   

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7. Click Apply.

8. Click OK when you are finished cloning roles.

You are now ready to start granting permissions to the cloned roles and subsystems for your users.

IMPORTANT: Do not delete any subsystems or roles that you cloned.

For more information, see:

Security roles

Managing users

Managing roles

Managing subsystems

Bulk edit of security