Pages and Sub-Page Permissions

When you create a new Security Role or edit an existing Security Role, you are provided the opportunity to configure various levels of access on each page. The security level types are listed below.

Read

Users can view and open records on any page for which they have Read rights from at least one Security Role.

A Folder shows in the main menu if a user has at least Read permissions to one page in the section.

Edit

In addition to Read permissions, users can edit records on any page for which they have Edit rights from at least one Security Role. This includes the ability to create new records. The New button becomes visible on the main toolbar. If enabled on the Page, the Copy button also appears.

Mass Assign

In addition to Read and Edit permissions, users can bulk update records on any page for which they have Assign rights from at least one Security Role. The Assign button becomes visible on the main toolbar. This also includes updating details for a series (like recurring Events).

Full

In addition to Read, Edit, and Assign permissions, users can bulk delete records on any Page for which they have Full rights from at least one Security Role.

For Pages, the Delete button becomes visible on the main toolbar.

Sub-Pages have special considerations based on the Relation Type. See the different Relation Types for details.

Explicitly Secured Actions

For other permissions (Quick-Add, Export, Attach Files and Secure), see Explicitly Secured Actions 

Modifying Access

To add or remove page or sub-page security:

  1. Open a Security Role (or create a new one).
  2. Click Edit.
  3. Find the page or sub-page.
  4. Change the permissions.
  5. Click Save.
Tip: To quickly navigate the list of pages and sub-pages to find the one your looking for, use Ctrl F to open your browser's Search and search for the desired page or sub-page name.

Please note: Pages in the System Setup and System Lookup sections are not listed in the Page list.  Please visit additional articles for more information on System Setup or giving a user record Setup Admin rights.  

Search Tags: read rights, edit rights, delete rights, mass assign rights, full rights

 

Last Modified: 9/19/2019

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