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Giving a Security Organization User Access

Security Organizations

Written by April Lockett

Updated at September 18th, 2023

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  • Select the Action Button next to the necessary Security Organization to manage User access, followed by Assigned Users.
  • Select or unselect the Login checkbox for any User who should log in and add new records as a member of this Security Organization. Select or unselect the Editable checkbox if this User should be able to edit records owned by this Security Organization. Please note these settings are independent of one another.
  • Select the Save & Close button to save the form.
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