Online Library UX 365 Working with Security Roles | Page 16
Locate each entity that you want to modify, and then click the circle under each privilege where you
want to modify the access level. As you click the circle, the setting advances through each access
level, as shown in the following table:
Symbol
Access Level
No users in this role can perform this action.
Only the user who owns a record can perform the action on that
record, unless the owner has shared the record with a team or with
other users.
Any user who is in the same business unit as a record’s owner can
perform the action on that record.
Any user who is in the parent business unit of a record’s owner can
perform the action on that record.
Any user in the organization can perform the action on records in
the entity, regardless of the owner.
Note
Not all access levels apply to every privilege for an entity. As you click on a privilege, only those
access levels that are available will appear.
If the tab displays any miscellaneous privileges, modify the access levels as needed for this role.
Click the next tab that includes entities and miscellaneous privileges that you need to modify, and
repeat steps to modify privileges and access levels as needed. Click Save & Close when you have
finished modifying privileges and access levels for this role.
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