Role Access

The Access Summary feature gives a summary of the access for a particular role. It shows a list of all objects the current role has access to, the level of permission and a summary of the reason 'why' these roles have access to the specified object.  

A user role may be granted access to the records of an object for a variety of reasons, including:

  • Granted by an access rule - the access rule has been created to explicitly grant a role access to records of an object
  • Granted by an inherited access rule - the access rule may be inherited from a parent object
  • Granted by a user role -  the access rule may be included from another 'included' role
  • Granted by relationship access -  access may be granted based on implicitly securing a relationship (set in the object relationship properties)

Viewing the Access Summary of a User Role

To view the Access Summary of a User Role:

  1. Select Application Menu. The menu appears with available applications.
  2. Select Administration. The application displays at the landing page.
  3. In the Left Navigation Area, select Security. The Security expands to display list.
  4. Select User Roles. The existing User Roles display.
  5. Select the user role you want and select ACTION. The menu appears.
  6. Select View. The user role displays.
  7. Select the Access Summary tab. The Access Summary displays.