Security in Financial Edge NXT

Note: This content applies to users managed by security groups. If you instead manage a user's security by their roles, (which is only available to some through an EAP), see Role-based Security Overview.

Group-based security

If you manage security by group, from Security, you can invite your users to join the system. The tabs in Security help to manage this process, and you can easily view your active users as well as those who still need an invitation.

Security in the web view leverages the existing security settings defined in the database view. For example, the security groups you created in the database view appear in the web view.

To get your database view users started in Financial Edge NXT, you must send invitations and get them registered. To invite a user of the database view to use the web view, select Send invitation from their menu on the Users or Need invitation tab, enter their email address, and then select Send invitation. After the user receives the invitation, they appear on the Awaiting response tab.

For more information, see Users and Invitations.

You can perform the following tasks from the web view:

  • Manage all users in the system, including those who need invitations, who have not responded yet, and those who are already registered.

  • View users who need invitations.

  • Invite database view users to Financial Edge NXT.

  • Disconnect accounts.

These tasks must be performed in the database view:

  • Create and manage security groups.

  • Add new users to the system.

Role-based security

If you instead manage a user's security by their roles, see Role-based Security Overview.