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Security Tab
The Security tab captures and displays the Assigned User and Team.
Options Reference
Each option and field on the form is described below. Mandatory options and fields are highlighted in red.
Assigned User
This field displays the current owner of a record. Security uses the record ownership to determine access defined in User preferences. Records are created with the Assigned User defaulting using the settings in User Preferences > Module Control.
In User Preferences you can select the Assigned User to default to:
- Mine (Current User) - User will default to the currently logged in User.
- Unassigned - No default User will be assigned when a new record is created.
- Module Default - CRM System settings will be used.
If User Preferences have not been defined or Module settings have been selected as default, these options are available:
- Current User
- Unassigned
The Assigned User can be maintained as required by selecting another User from the dropdown. The dropdown list contains all the users defined in Greentree System Settings, User Maintenance).
Assigned Team
This field displays the current team who owns a record. Security uses the record ownership to determine access defined in User preferences. Records are created with the Assigned Team defaulting using the settings in User Preferences > Module Control.
In User Preferences you can select the Assigned Team to default to:
In User Preferences you can select the Assigned Team to default to:
- My Default Team - The default Team for the currently logged in User will be used.
- Unassigned - No Security user will be assigned.
- Module Default - Module System settings will be used.
If User Preferences have not been defined or Module settings have been selected as default, then these options are available:
- Default Team
- Unassigned
The Assigned Team can be maintained as required by selecting another Team from the dropdown. The dropdown list contains all the teams as defined in CRM System Settings.
Created by
This field defaults to the currently logged-in user and indicates who created the Counter Sale. You can select a different user from the dropdown list.