Enter Access for Business Mail

Explanation

This activity is used to specify access for a business mail. The Business Mail/Access tab displays the access settings for the object. When the business mail is created, access groups are added according to the settings on CRM Access window. Access can also be defined for individual users on the business mail. From the overview, it is possible to add access groups to one or several business mails.

Prerequisites

• The business mail record must have been created via the Mail Add-In dialog box.
• To add access to a group, the access groups must have been defined on the CRM Access/Users per Group tab.

System Effects

As a result of this activity, users or access groups are connected to the business mail.

Window

Business Mail

Related Window Descriptions

Business Mail
Business Mail/Access
Business Mail References

Procedure

To add an access group in the object form:

1. Open the Business Mail/Access tab.
2. Create a new record.
3. Enter a group ID in the Group ID field. The group description will be automatically retrieved.
4. Save your changes.

To give a user access to an object in the object form:

1. Open the Business Mail/Access tab.
2. Create a new record.
3. Enter a user ID in the User ID field. The name will be automatically retrieved.
4. Define access by selecting the check boxes.
5. Save your changes.

To add an access group from an overview window:

1. Open the Business Mails window.
2. Right-click and then click Add To Access Group. The Add To Access Group dialog box is displayed.
3. Enter access group in the Group ID field. Click List to use the List of Values to find a group or enter it manually. The access group description will be automatically retrieved.
4. Define whether the access group should be connected to all rows or only to the selected rows.
5. Confirm by clicking OK.