Setup Questions Entity User/Group Access Tab

Questions in this section are intended to help you make decisions about your setup. The questions follow the pattern detailed in the field list that is associated with the task. A field list follows the questions should you need additional information to answer a question.

Instructions

  1. Print this topic—one for each entity you want to set up. Right-click this topic to display a pop-up menu, and then select Print.
  2. Confirm that you have read the setup details on the topic.
  3. Answer each of the questions on this page.
  4. Enter a response or circle your answer. If circling, use a highlight marker to select an If statement that matches your response. The If statement tells you what you should do on the tab in the system.
  5. Use your answers to set up each entity.

User/Group Access Tab

Denied/Permitted

What users and groups do I want to allow data access?

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