Security Tab

This tab contains information about the assigned user and team. This tab also contains the eService password for the contact.

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 select the default assigned user in User Preferences > CRM:

Mine (Current User) - Defaults to the user who is logged in.
Unassigned - No default user is assigned when a new record is created.
Module Default - CRM system settings are used.

If Module Default is selected, then these security options are available:

Mine (Current User)
Unassigned

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

Select the default assigned team in User Preferences:

My Default Team - Uses the default team for the user who is logged in.
Unassigned - No default team is assigned when a new record is created.
Module Default - CRM system settings are used.

If Module Default is selected, then these security options are available:

My Default Team
Unassigned

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

eService Password

Enter the eService password for the contact.