How to change a user's security permissions

A user's View and Edit Permissions may be changed by assigning them to the appropriate security groups.

Steps - From anywhere in the application:

Step	Action	Result
1	Select menu item: —> Edit —> Security	Opens Security User Accounts form
2	Navigate to, and click anywhere in the record for the relevant user to select it	The selected record is highlighted in yellow
3	Click Edit button	Displays their Security User Details form

From the Security User Details form - To change their permissions to access confidential actions:

To change the user's permissions to access actions marked as 'confidential' on either a global basis or within their own business unit, check or uncheck the relevant box.

To join them to a security group:

Step	Action	Result
1	Click in the blank record at the bottom of the Group list	A list of groups appears
2	Select the required group	That group is added to their list of permissions
3	Repeat as necessary, and click on Save button when finished	Saves changes
4	Click on Close button	Closes form
3a	As an alternative to steps 3 and 4 above, click New button	Saves changes, closes the record, and opens a new instance - ready for you add a new user

To remove them from a security group:

Step	Action	Result
1	Click in the box for the selected group	The group is highlighted
2	Click Remove Group button	An alert box appears - asking you to confirm that you want to remove the user from this group
3	Click OK to proceed or Cancel to cancel
4	Repeat as necessary, and click on Save button when finished	Saves changes
5	Click on Close button	Closes form

Changing a user's password The password field in the Security User Details form is only used when setting up an account in the first instance. It is NOT used to change passwords. For guidance, see How to change a Password.

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