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Assigning Security Rights to Relationships
Once you have created a new relationship type it becomes a security access right. You have the ability to apply either Write or Read access to the relationship type. The difference is that with Write access, you can add and edit all relationships of the selected type.
Note: You must have both Administrator and Security Officer security rights to perform the following procedure.
To assign security rights to a relationship
- Click Admin > Security Setup > Portal Users. The Portal Users form appears.
- Click the actions gear and Edit rights for any user you want to work with. The Manage User Rights form appears.
- Do one of the following:
- Select the check box beside Relationship Read or Relationship Write to grant access to all relationship types.
- Click the arrow beside Relationship Read or Relationship Write to view all relationship types. Select the check box beside each relationship type to assign.
- Click Save user rights at the bottom of the page.
Note: If the user is signed in when you make these changes, she will have to sign out and sign back in to see the changes.