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.
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Video: Entity Permissions
Prerequisites
- AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v7.0 or higher.
How to Start
- Do one of these:
- On the Entities screen,
click an entity.
- Click the Security tab.
- On the Security screen, click an entity.
- On the Entities screen,
click an entity.
Procedure
- 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.