Enter CRM and SRM Access per User

Explanation

This activity is used to connect a user to access groups and to define security settings for the user within that group.

Prerequisites

An access group must have been entered.

System Effects

Users are added to the access group. Security settings have been specified for the user within the group.

Window

Groups per User

Related Window Descriptions

Groups per User

Procedure

1. Open the Groups per User window and populate or search for the required user.

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

3. Select a group.

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

5. 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.

6. 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.

7. 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.

8. Save your changes.