Implementing Account Security
CAUTION:
Important! This section assumes you
understand The Big Picture of Row Security.
When you create an account, you must define which users can access the account's information. For example,
- If you have customers in two geographic territories, you may need to restrict access to accounts based on the office that manages each territory. For example, only users in the northern office may manage accounts in the northern territory.
By granting a user access rights to an account, you are actually granting the user access rights to the account's bills, payment, adjustments, orders, etc.
Fastpath: Refer to
If You Do Not Practice
Account Security
for setup instructions if your organization
doesn't practice account security.
Note:
Account security may also affect persons. Refer
to
Persons Can Also Be Secured
for how access to person information is also restricted
by account security.
The topics in this section describe how to implement account security.
Related Topics:
Parent Topic: Security Addendum