Assigning form security to roles

  1. Open the Role form.
  2. Assign Form Security in the Form Security tab.

    The order of forms in this tab is the order of the forms in the menus. A blank value for Security Level is the equivalent of no access (0). The recommended choices are no access (0), read (1) and read/copy/write (7).

  3. Use Save As to copy and modify roles instead of creating a new role and adding new forms into it.