Security Tab

This tab contains information about 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 on the User Preferences form. Records are created with the assigned user defaulting based on:

User Preferences > CRM Settings
CRM System Setup > Security settings

You can change the assigned user by selecting another user from the dropdown list.

Assigned Team

This field displays the team that currently owns a record. Security uses the record ownership to determine access defined on the User Preferences form. Records are created with the assigned team defaulting based on:

User Preferences > CRM Settings
CRM System Setup > Security settings

You can change the assigned team by selecting another team from the dropdown list.