Edit a Custom Security Role
Compete the following steps to edit permissions in a custom security role:
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Click Tools > Security Role Management in the header bar to open the Security Role Management window.
Fields that are unavailable for this role contain the
icon.
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Click the down arrow in the Role field and select a custom security role in the selection list.
If the custom security role is not visible in the selection list, click the down arrow in the Parent Role field and select a user role. Then select the custom security role in the Role field.
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Click
Edit.
The permissions grid updates to display editable check boxes in place of check marks and
icons. A disabled check box indicates that the specific menu item or field is not available for customization for the current role. A shaded check box indicates selection of some, not all, child menu or field options.
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The text in the Name and Description boxes can be edited by deleting and re-typing. You can also use Ctrl-Z to undo a change.
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To edit menu permissions for the custom security role, click the Menu Edit tab and use any of the following methods to grant or deny access to menu options:
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To grant access to all menu options available to the current security role, click
All.
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To deny access to all menu options, click
None.
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To grant access to all options available to the current security role in a menu listed in the Display Name column, click the adjacent check box to place a check mark inside the check box.
If an option within the selected menu is unavailable for the current role, that option will revert to its original value upon save and the check box for the menu will become shaded.
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To deny access to an entire menu listed in the Display Name column, click the adjacent check box to remove the check mark inside the check box.
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To grant or deny access to individual options within a menu command, click the arrow next to the main menu name to expand the list.
Expanded Item in Display Name Column
Grant or deny access to the expanded list:
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To grant access to a specific option listed in the Display Name column, click the adjacent check box to place a check mark inside the check box.
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To deny access to a specific option listed in the Display Name column, click the adjacent check box to remove the check mark inside the check box.
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To edit field permissions for the custom security role, click the Fields Edit tab.
Fields Edit Tab
Grant or deny access to specific fields:
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To grant access to all menu options available to the current security role, click
All.
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To deny access to all menu options, click
None.
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To grant or deny access to individual fields, find the desired field by clicking the arrow(s) next to the category name(s) to expand the list.
Fields Edit - Expanded
Grant or deny access to the expanded list:
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To grant access to a field, click the adjacent check box to place a check mark inside the check box.
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To deny access to a field, click the adjacent check box to remove the check mark inside the check box.
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Click
Save to save changes.
To assign a custom security role to a user previously set up in User Management, refer to Assign a Custom Security Role to a User.