Granting Entity Permissions to Groups

Follow these steps to set entity permissions for all members of a Group:

  1. Open the Entities record.
  2. Click the Security tab.
  3. Open a new Group Permissions sub-type record from the Group Permissions sub-tab.
  4. Select the group from the Group ID list.
  5. Select the check box next to an option to provide the group with the specified ability for the entity.
    • Read: Group members can open and read this entity's records.
    • Create: Group members can create new records for this entity.
    • Edit: Group members can modify existing entity records.
    • Delete: Group members can delete entity records.
    • Allow Merging: Group members can merge two or more entity records into one entity record. See Merging Records for information on how to merge records.Info: If you grant the group Allow Merging permissions, the system also automatically grants the group Delete permissions (since a merging operation deletes records).
    • Allow Object Viewer: Group members can view record data using the Object Viewer.
    • In Place Edit: Group members can edit record data for this entity directly within a list view without opening the record's form. See Modifying Security Settings for In Place Editing for details. Note that this option is not available unless the Edit box is checked.
    • Recordset Query Limit: These fields determine the maximum number of records that can appear in an entity view for this group. These settings are only applicable when Recordset Query Limitation is enabled on the entity's Configuration tab. See Enabling Recordset Query Limitation for details.

      Group Permissions Record
  6. Click OK to save the Group Permissions record.
  7. Repeat steps 3 through 6 to grant entity permissions to additional groups.
    • Alternatively, you can click OK and New in Step 6 to save the current record and open a new Group Permissions record in one step. 
  8. Save the Entities record.


Remember to configure the Group Permissions for this entity's Sub-Types, if applicable. Group and User Permissions do not automatically flow down to an entity's sub-types.

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