Set Security on Objects
- Last UpdatedAug 08, 2025
- 2 minute read
To set the Security access level on any object, navigate to the required object in the left-hand pane and highlight it.
The right-hand pane then displays the current Security Groups defined in the database and lists these Groups:
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No Permission Group |
Groups in this list have no access to the current Object |
|
Permission Group |
Groups in this list have access rights as defined by the Access Type column |
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To add a Group to the Permissions Group column, double-click on the Group name in the No Permission Group column.
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To remove a Group from the Permission Group column double-click on the Group name in the Permission Group column.
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To change the Access Type, select the Access Type from the list in the Access Type field:
Note:
The Access Type is defined for the Group in the Permission Group list only.
Example
To prevent Engineers from editing Datasheets:
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Add a new group from the Groups list (for example, EngineersNoDSH).
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Go to the Datasheet Security Object for Security Manager Engineer
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Double-click on the new Group Name (for example, EngineersNoDSH).
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Change the Access Type to Read-Only.
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To also prevent Engineers from exporting Datasheet data to Excel, select Read Only (No Excel Export).
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Go to the User list.
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Add the new Group Name (for example, EngineersNoDSH) to the User.