Setting options on the Security tab

Use the Security tab on the User detail view to define a user default field level security profile. The system administrator always has access to everything, and the system administrator security access cannot be changed. See Understanding Users

Note: This functionality is only available when the appropriate license is installed. For complete information about licensing, view the application Implementation Guide.

To set options:

  1. Click the Security tab in the User detail view. See User detail view
  2. Select the default profile to use in the Field Level Security Profile field, when this user is added to a team or another user team. Security profiles are created in the Administrator.
    For example,when User A is manually added to User B's team, (using the User Team Membership tab), User A can access all of User B's records. However, User A's Field Security permissions determine if User A has the ability to modify User B's records. Users always have read or write access to all individually owned accounts, or to accounts owned by Everyone. See User Team Membership tab
  3. Click Reset User’s Multi-Factor Authentication Devices and click OK, if the implementation uses Multi Factor Authentication (MFA) and you require to reset the Multi- Factor Authentication devices of the user.
    Note: This process removes all the Multi-Factor Authentication devices of the user. You must instruct the user to delete the account from the Authentication application. If Multi-Factor Authentication is required, the user is unable to sign in to the Infor CRM SLX Web client until another authentication device and method is set up.
  4. Click Save.