Configure Permissions for Users or Groups for the Entity and Records.

To configure permissions for users or groups for an entity or its records, do the procedure in this topic.

Figure: Entities > Security tab

Security tab

Video: Entity Permissions

Prerequisites

How to Start

  1. Do one of these:

Procedure

  1. Complete these fields as necessary.
    Field Name Definition

    Entity Owner
    Opens this Screen:
    Entity Owner > Manage Security screen
    To Open this Field:
    On the Security screen > Security tab screen, turn on the Security is disabled field.
    Function of this Screen:
    Specifies the users and groups who are entity owners.

    Entity Designer
    Opens this Screen:
    Entity Designer > Manage Security screen
    To Open this Field:
    On the Security screen > Security tab screen, turn on the Security is disabled field.
    Function of this Screen:
    Specifies the users and groups who are entity designers.

    Read Record
    Opens this Screen:
    Read Record > Manage Security screen
    To Open this Field:
    On the Security screen > Security tab screen, turn on the Security is disabled field.
    Function of this Screen:
    Specifies the users and groups to give permission to read records.

    Edit Record
    Opens this Screen:
    Edit Record > Manage Security screen
    To Open this Field:
    On the Security screen > Security tab screen, turn on the Security is disabled field.
    Function of this Screen:
    Specifies the users and groups to give permission to change and read records.

    Create Record
    Opens this Screen:
    Create Record > Manage Security screen
    To Open this Field:
    On the Security screen > Security tab screen, turn on the Security is disabled field.
    Function of this Screen:
    Specifies the users and groups to give permission to create and read records.

    Delete Record
    Opens this Screen:
    Delete Record > Manage Security screen
    To Open this Field:
    On the Security screen > Security tab screen, turn on the Security is disabled field.
    Function of this Screen:
    Specifies the users and groups to give permission to delete, create, change, and read records.