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 based on:

User Preferences > CRM Settings
CRM System Setup > Security settings

In User Preferences > CRM 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 Module default is selected, then these CRM System Setup > Security options are available:

Mine (Current User)
Unassigned

The Assigned User can be maintained as required through selecting another User from the dropdown. The dropdown list contains all the users defined in System > System Setup > 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 based on:

User Preferences > CRM Settings
CRM System Setup > Security settings

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 Module Default is selected, then these CRM System Setup > Security options are available:

My Default Team
Unassigned

The Assigned Team can be maintained as required through selecting another Team from the dropdown. The dropdown list contains all the teams defined in CRM > System > Utilities > CRM Team Maintenance.

Filed By

This field displays the Windows user name of the person that filed the Email/File.

When Filed

This field displays Greentree Date and Time when the Email /File was filed.