Security

Security for the organization allows you to manage who has access to the organization and what level of access they possess. Users and roles are displayed in the Action Center, on the Security panel of the Organization. The selected boxes control their rights: View, Edit, View List.

When you Save or Apply changes to an organization record, Security entries appear in the Security panel of the Action Center. For example, on the initial Organization creation, security is established for the user that created the Organization Detail record and for the department associated with the Assigned To user. Users can be added in a number of ways, including manual inclusion by the salesperson, Departmental security, and Org Category security. 

To view or edit security:

1. Open an Organization record.
2. In the Action Center, expand Security.
3. To add users or roles to the security for this organization, click Select Roles.
4. To remove a role, locate the role and click (Remove).
5. To change the rights for a role, select or deselect View, Edit, or View List.

View	View can open and view the record. View without View List does not make the record appear in the Search list.
Edit	Edit can apply changes to the record.
View List	View List can see the record in Organization search, but cannot open or edit.

For a complete description of Organization security and how it works, see Configuring Organization and Workspace Security.