Add Filter to Group

Explanation

This activity is used to add a filter and privileges to the group. Available privileges (access levels for a group) are:

• Read – View record
• Insert – Create a new record
• Update – Change information and save
• Delete – Delete a record
• Share – Give access to other users
• Child Insert – Insert a related child record, e.g. invoice
• Child Update – Update a related child record
• Child Delete – Delete a related child record

Child privileges are only available for Customer filter and give the possibility to set privileges for related information like invoices, customer agreements, RMA,..etc. Most information though belong to the parent and can only be added, updated and deleted if the user has Update privileges on the parent record. I.e. you can delete sales quotation lines if you have update access on the sales quotation. Another example is that you can update address information for a customer that you have update access to.

Prerequisites

There are no prerequisites for this activity. 

System Effects

Filter and privileges are added to the group.

Window

CRM Access Group

Related Window Descriptions

CRM Access Group

Procedure

1. Open the CRM Access Group window.
2. Search for the group you want to add filter.
3. Select the Filters tab.
4. Create new record and select a value for Filter ID from the list.
5. Add Privileges.
6. Save.