Adding Team Security Profiles

Mohammed Jamal Updated by Mohammed Jamal

A Team Security Profile determines the privileges that are assigned to the Team. When System Users are attached to the Team, if they do not have Security Profiles attached to their record, they will assume the Profiles attached to the Team to control their access rights to the system.

To add a Security Profile to a Team:

  1. Open the Team record in the usual way.
  2. Select Menu > Related Items > Security Profiles, or select the Security Profiles tab. The 'Team Security Profiles' page is displayed:
  1. Select the Add Multiple button on the toolbar. The 'Security Profiles' dialog is displayed:
  1. Use the checkbox to choose the required Security Profile/s, and then select the Add Records button.
You need to add selected records before navigating to another page of records or performing a search.
  1.  Select the OK button to associate the Security Profiles to the Team.

Was this article useful?

Adding Team Members

Ending a Team Membership

Contact