Online Help

Assigning shared views to security roles

To assign a shared view to one or several security roles:

  1. In the General > Shared Views section, select the object class or module for which the shared view is created.

  2. Select the view you want to assign and click Roles. The Assign View to Roles window opens.

  3. On the Available Roles pane, the security roles that don't have access to this view are listed. Use the Add, Add All, Remove, and Remove All buttons to move the desired roles to the Assign to These Roles pane. The view will be only available for the members of the roles listed under Assign to These Role.

  4. When done, click OK.

TIP: You can select several views, click Roles, and assign all the selected views to a number of security roles at once.