Enter CRM and SRM Access per Group

Explanation

This activity is used to create access groups for the object types. It is also used to add users to the groups and define the security settings for each group member.

Prerequisites

There are no prerequisites for this activity.

System Effects

A security group is created and users are added to the group.

Window

Users per Group

Related Window Descriptions

Users per Group

Procedure

1. Open the Users per Group window and click New.

2. Enter a Group ID and description, and then select an object.

3. Click the table window, and then click New.

4. Select a user.

5. Specify the security settings (admin, delete, edit and view) for the user.

6. Specify whether the group should be added to the Access tab of an object when the user creates the object.

o   Yes: The group will be added if the user is creating the object

o   No: The group will not be added

o   Optional: The group will be added but the user is allowed to disable the group for the object.

7. Optionally enter a value in the Option Interval field. Optional interval is the number of hours after the optional group has been added that the user is allowed to enable and disable groups. If optional value is 0, it is always possible to enable and disable groups.

8. Optionally select the Optional Message check box. If the check box is selected, a message will be displayed when one or more optional groups have been added.

9. Save your changes.