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How to Assign Global-Level Access Rights to a User Group

Assign global access rights for all instances of an object to system administrators or super users so they can perform both end-user and administrative functions.

For example, assign a user group, called Portfolio - Managers, global access rights to the Portfolios object. With this access, group members can create, edit, or remove 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 Global.

    If the user group is new, no access rights appear.

  4. Click Add.
  5. Select the appropriate global rights for the user group and click Add.

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

  6. When you have finished assigning global rights to the user group, click Return.

    After you assign global access rights to a user group, the users in the group can now perform their assigned tasks.