ATLAS FormBuilder - Adding a New Security Set

Security sets are sets of campus users that are separated into key-indexed categories. When linked to a form, permissions can be dynamically assigned across these categories.

For information on linking an individual form to a security set, visit     .

To create a new security set...

Step 1 - From anywhere in your form group, click the hamburger menu icon at the top left of the page to open the navigation menu, and select Security Sets. Alternatively, navigate to your form group's home page and select Security Set.

Step 2 - On the Security Sets page, click the Add New Security Set button.

Step 3 - Use the window that opens to assign the security set a name, and click the Save button to finish creating it. You will be brought to the newly-created security set's editing page.

Step 4 - Next, the new security set will need to be given categories. In the main toolbar of the security set, click Add New Category.

Step 5 - A window will open containing settings for the new category. The available fields are:

• Category Key: The value associated with the security set category, which allows it to be selected by membership providers.
  
  
• Category Name: The name of the category that will be displayed alongside its key on the page's list. If left blank, only the key will be displayed.
  
  
• Category Email Address: An email address that will be contacted whenever an email is sent to the members of the security set category. If left blank, emails will be sent to all members of the category individually.

 Once you are finished making changes, click Save.

Step 6 - Your new security set category will be created and appear in the list on your security set's page. Repeat from Step 4 until your security set possesses all desired categories.

For additional documentation on ATLAS FormBuilder, visit FormBuilder - Homepage.