Global Access Default

The default privileges for Module access and record security is set in the Global Access Default. 

The four privileges are Add, Modify, Delete and View. For a particular access, each module can be setup to have all privileges, some or none at all. If a Module does not even have the View access, then the user who is assigned this Role will not even see that specific Module from the Module tabs. This will also be hidden from the forms.

How to Update Global Access

1.  Click Setup from the Toolsbar.

2.  Click on Global Settings > Gloabal Access Default.

3.  Click New Role from the Action bar.  Dialog box opens with all the enabled module listed.

4.  On the New Role dialog box, Enter Name.  

5.  For each module, click on each of the Privileges checkboxes to customize access level.

6.  Click Submit.

The new role is added to the list.