Defining Security Permissions

  1. On the Security tab of the Tab Wizard, select or deselect the Inheriting settings from option.

    By default, new objects inherit their security permissions from their home folder. Thus, the Inheriting settings box at the top of the Security step is selected and indicates the name of the tab's home folder.

  2. Add, Remove, or Edit security permissions. For information on working with security permissions, refer to Security.
  3. Click Next to proceed to the next tab of the wizard, or click Finish to save the tab and exit the wizard.

    Note: The security settings defined in the Tab Wizard control whether the user can view and access the tab. The security of the data shown in the tab is determined by the settings on the relevant categories. Therefore, if a user is authorized to view a tab that contains the budget category, but not authorized to view the data in the budget category of a specific item, the user will see the tab, but a lock icon will replace the value, indicator, or annotation of the budget.

Related Topics

Creating a Tab

Creating a Tab with the Tab Wizard

Entering General Tab Information

Components Tab Overview

Viewing and Editing In Folders Information



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Last Published Thursday, December 10, 2020