Adding, Editing, and Removing Access to Members

You can specify which users and groups can access the selected member.

To assign, edit, and remove access permissions to members:

  1. View Edit Member Properties.
  2. Select the member, click Actions, and then click Assign Permission.
  3. Click Permissions.
  4. To add access, click Add User/Group, then click Search icon to select the users and groups to access the selected member.

    Click Users to display all users; click Groups to display all groups.

  5. To modify the type of access:
    1. Select a Permission for the displayed users or groups:
      • Read

      • Write

      • None

      • Display

      For descriptions of the preceeding options, see Accessing Ancestor Members in Ad Hoc Grids.

    2. Optional: Select a relationship.

      For example, select Children to assign access to the children of the selected member.

  6. To remove access, click Remove Access icon.
  7. Click OK.
  8. Click Close.