Editing a Security Profile Within a Team

After you add a team member, you can modify the security rights. The initial security rights are set to match the user's default security profile. You cannot edit WebViewer security profiles.

To edit:

  1. In the Team Detail view, click the Members tab.
  2. Click the Security Profile link for the member you want to change.
  3. Select a new security profile.
    The default profiles are:
    • Read Only Default: Sets all tables and fields to Read Only access.
    • Read/Write Default: Sets all tables and fields to Read/Write access except the Account table SecCodeID field. This restricts the user from reassigning account ownership.
    • Team Owner Profile: Sets all tables and fields to Read/Write access. This allows the user to reassign account ownership. You cannot assign the Team Owner Profile to WebViewer users.
  4. Click OK.
  5. Click (Save).
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