Security

Owned by Former user (Deleted)
Last updated: Jan 10, 2023 by Tiradej Bunyarattaphantu
3 min read

Granular security levels can be set to protect the data stored in ProWrite. Different permission levels can be granted to various users or groups; these will restrict access and modification rights. Security can be accessed via Tools > Security.

Users will not be required to log into ProWrite unless Security has been enabled. Security is required to make use of eSignatures.

In ProWrite Cloud, a security account is linked to a named user's CEI Azure Active Directory (AD) account for seamless log in once authenticated. 

Note: It is necessary to close and reopen ProWrite for any property changes in security to be applied. 

Security User Interface

Global Settings

Disable Program Security: Select this box to turn off security. Clearing this box enables security.

Disable Signatures: This box controls whether or not eSignatures are usable. If selected, eSignatures will not be available.

Disable Signature Removal: If this box is selected, eSignatures cannot be removed once documents have been signed.

User Settings

User ID: The login information for the current user. User ID is case sensitive.

Password: The password can be a combination of letters and numbers and should be at least six characters in length. Passwords are case sensitive.

E-Signature: To enable the electronic signing of documents you can associate a Security Account with and eSignature Account.

Administrative Privileges: User is authorized to manage the access rights of other users. If security is enabled, there must be at least one administrator. Users must have administrator privileges to manage eSignature bitmaps.

[Grant all rights below]: Checks all boxes below and sets radio groups at highest permission level for this security account.

Enable Import/Export: Select this box to allow the import/export feature to be used.

Inactive: Inactive users are not allowed access to the program. Clear this box to reauthorize the user. Inactive users are not deleted from the Security Database.

Hide non-Approved Entities: This allows the User Security to filter out all documents that to do not have the Entity State of Approved.

Hide all Entities with a Valid thru date less than today: This will filter out documents with a Valid Thru date that is older than the day that you are attempting to view it. 

Require signature(s) to approve: This will set the requirements to change the Entity State of documents. It ranges from 'No' which allows any one alter the Entity State. 'Locked' will require that the document to be in a Locked state before you can change the Entity State. 'One Signature' will require the document has one eSignature applied before you can change the Entity State. 'Two Signature' will require the document to have two eSignatures applied before you can change the Entity State. 

Access Rights

None: No access to open an entity from a given area but Open, Search etc. can still be used to see basic data about that entity.

View: User may view data in the selected area but may not make any changes.

Edit: User may view and edit existing data but may not add new data or delete existing data.

New: User may view, edit, and add data but may not delete data.

Delete: User may view, edit, and delete data but may not add new data.

Lock Rights

Add: Select this box to allow the user to eLock PQR, WPS, or WPQ documents to prevent editing.

Remove: Select this box to allow the user to remove eLocks from PQR, WPS, or WPQ documents.

Signature Rights

Add: Select this box to allow the user to add eSignatures to documents.

Remove: Select this box to allow the user to remove eSignatures from documents.

Other Rights

Customize: Select "Allow" to enable customization of Document Titles and Signature Certification Paragraphs for the user.

No Code Assistance: Select "Allow" to give the user the ability to turn off code assistance.