Manage Access to Record Field Sets

Each record type has a number of field sets. These are also referred to as bands. You can grant access to record field sets for selected user roles.

To manage access to record field sets:

  1. In the Admin Zone, click Additional Administration.
  2. On the Admin Console window, click the Security Console tab.
  3. From the Type list, select Access - Bands.
  4. For a given role, do the following:
    • Enter a value in a cell to grant the relevant access rights to users associated with the role. For each menu item, the available options are described in the top-left cell.
    • Clear a cell to remove access to a field set for users associated with the role.
  5. Click Save Changes.