Defining Security Permissions in the Security Settings Dialog Box

1. In the Security tab of the wizard, select a security row.

   Note: The security of an inherited security row can only be viewed, not edited.

2. Click Edit. The Security Settings dialog box appears.

   Note: The amount of permission options available will vary depending on what you are setting permission for (an object, portfolio, category, etc.).

3. In the Security Settings dialog box, edit the security permissions.
4. Click OK.

Related Topics

Editing a Security Row

Defining Security Permissions using Permission Sets

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Last Published Thursday, December 10, 2020