Previous Topic: Make an Object Read-OnlyNext Topic: Grant Permissions to Secure Objects


Make an Object Accessible

You can make an object accessible when users should be able to see and change the information about a particular object.

To make an object accessible

  1. Click the tab and optional subtab for the object that you want to configure.
  2. On the left, click CONFIGURE: ON.

    The configuration of the page is enabled.

  3. In the Configuration Information area of the page, complete the following steps:
    1. Specify the information for the new global or local configuration, or select an existing configuration that you want to change.
    2. (Optional) In the Object drop-down list, select the part of the object that you want to configure. Any permission changes you make (for example, deny permissions to move a field) apply only to that part of the object.

      For example, when configuring a legal document, you select Legaldoc Status History in the Object drop-down list. You deny permissions to move fields for that part of the object (the status history). The permission changes apply only to the status history part of the object, and not to the other parts of the object.

    Important! Global configuration changes affect all users, regardless of their role. Local configuration changes only affect users in the roles assigned to the selected configuration.

  4. If the object is already read-only, click the Read Only icon on the right, next to the title for the area of the page (for example, Models page, Parts and Pricing).

    The Editable icon appears for the object.

  5. Click Save Configuration.

    When you assign a configuration to a role, users in the role can access the object information.