System Administrator Scenarios › How to Create a User Group › Assign Access Rights to a User Group › Assign Instance-Level Access Rights to a User Group

Assign Instance-Level Access Rights to a User Group

Assign instance-level access rights to provide access to specific object instances. For example, assign portfolio managers instance-level access to the Portfolio portlet pages so they can work with portfolios.

Follow these steps:

1. Open Administration, and from Organization and Access, click Groups.
2. Open a group and click Group's Access Rights.
3. Click Instance.

   A list of instance-level access rights for the user group appears. If the user group is new, no access rights appear.

4. Click Add.
5. Select an object from the Object drop-down list and click Next.

   A list of access rights for the selected object appears.

6. Select the access rights to add to the user group and click Add and Continue.

   Note: If more access rights are available on additional pages, select the access rights and click Add and Select More. Continue assigning access rights until all appropriate access rights have been assigned.

   A list of instances for the selected object appears.

7. Select the instances that you want by clicking the corresponding check boxes and click Add.

   Note: If more instances are available on additional pages, select the instances and click Add and Select More. Continue assigning instances until all appropriate instances have been added.

8. When you have finished assigning instance level access rights to the user group, choose one of the following options:
   • Click Continue to add global access rights, if the user group needs access rights for all instances of an object.
   • Click Return to go back to the Groups page.

     After you assign instance-level access rights to a user group, you have successfully created a user group with access rights. The users in the user group can now perform their assigned tasks.

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