Client People Security

Security settings can be modified to allow certain staff members access to information on the people tab.

To Grant Access

1. Click SETUP > Security Administration > user rights templates tab and select a security template.
2. Click [edit].
3. Open Resource Groups > Client.
4. In the Rights area, the following rights are available under People:

• View: Activates or dims the people tab.
• Add: Activates the [Add New] link on the People Summary screen.
• Modify: Activates or removes the [Save] link on the people details tab.
• Delete: Activates or dims the Remove icon located on the People Summary screen.
• Import: Activates or dims the [Import] link on the People Summary screen.
• Export: Activates or dims the [Export] link on the People Summary screen.

5. In the Rights area, make the appropriate selection.
6. On the Navigation Toolbar, click Save.