User - Access Security

Open the User page and then navigate to the Access Security tab to define a user's security rights. You cannot modify this page if you accessed it through My Preferences.

Fastpath: Refer to The Big Picture of Application Security for more information about data access roles and access groups.

Description of Page

Use the Default Access Group to define the access group that is defaulted on new records added by this user that are subject to row security.

The scroll area contains the Data Access Roles to which this user belongs. A user's data access roles play a part in determining the accounts whose data they can access.

To add additional data access roles to this user, click the + button and specify the following:

Enter the Data Access Role. Keep in mind that when you add a Data Access Role to a User, you are granting this user access to all of the accounts linked to the data access role's access groups.

Use Expiration Date to define when the user's membership in this data access role expires.

Note: You can also use Data Access Role - Main to maintain a data access role's users.

The tree highlights the Access Groups to which the above Data Access Roles provide access.