Setting Security on Objects

To set the Security access level on any object

1. 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:

   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.

   • To add a Group to the Permissions Group column, double-click on the Group name in the No Permission Group column.

   • To remove a Group from the Permission Group column double-click on the Group name in the Permission Group column.

   • 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:

2. Add a new group from the Groups list (for example, 'EngineersNoDSH').

3. Go to the Security Object 'Datasheet' for Security Manager Engineer.

4. Double-click on the new Group Name (for example, 'EngineersNoDSH').

5. Change the Access Type to Read-Only.

6. To also prevent Engineers from exporting Datasheet data to Excel, select Read Only (No Excel Export).

7. Go to the User list.

8. Add the new Group Name (for example, 'EngineersNoDSH') to the User.