User Security Roles• Define access privileges to entities (tables) by

user

Form Security• Restricts which roles have access to a form

(data entry) for an entity

Field Security• Defines access privileges to fields by user

Record Security (Teams + Bus Units)• Defines access privileges to a record based on

record status or “ownership”

Business Hierarchy Security• Position based access

File

Save and CloseActions

Help

Working on solution: Default Solution

Security Role: Meeting Notes

DetailsCore Records Marketing Sales Service Business Management Service Management Customization Custom Entities

Entity

CreateRead

WriteDelete

Append Append ToAssign

Share

Amendments

Button Display Entity

Companies

Competitor Intelligence

  

Error Log

Filter

Fixed Minimum Rent

For Copy Functionality

  

ForLPGCompleExtensionPlugin

  

Incentives

Landlord

LastActivity Configuration

  

LastActivity Log

  

Lease Signer

  

LPG

Meeting Notes

MSCRM‐ADDONS.com

AMTrigger

  

MSCRM‐ADDONS.com

AutoMergeWorkingItems

 Key 

None Selected

UserBusiness Unit

Parent: Child Business Units

Organization

FileSave and Close Actions Help

Field Security Profile: Account Name ManagerField Permissions

Working on solution: Default Solution

Field Security Profile : InformationGeneral

Related

Edit

Name Display Name Type Entity Read Update Create

new_accountname Account Name Single Line of Text Account Yes Yes Yes

new_editparentaccou… Edit Parent Account Two Options Account Yes Yes Yes

new_nationalaccount National Account Two Options Account No No No

new_nationalaccount… National Account Ow… Lookup Account No No No

opendeals Open Deals Whole Number Account No

openrevenue Open Revenue Currency Account No

new_approval1 Approval 1 ﴾LPG App… Option Set LPG No No No

new_approval2 Approval 2 ﴾LPG App… Option Set LPG No No No

new_approval3 Approval 3 ﴾LPG App… Option Set LPG No No No

new_approval4 Approval 4 ﴾LPG App… Option Set LPG No No No

new_approval5 Approval 5 ﴾LPG App… Option Set LPG No No No

new_approvedbytc Approved by TC Date and Time LPG No No No

new_daystenantopen… Days Tenant Opened… Whole Number LPG No No No

new_lenderapprovalr… Lender Approval Req… Option Set LPG No No No

new_rentreceivedearly Rent Received Early Currency LPG No No No

new_tceligibleforince… TC Eligible for Incent… Two Options LPG No No No

new_tcincentiveamo… TC Incentive Amount Currency LPG No No No

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Status: Existing