Change add/edit feature in security groups so that users have the option to add new items, but NOT to edit existing items.

Within the security group setup, it shows boxes to all the user to view, add, edit or delete. Especially under the "Constituent" options, it appears that you should be able to select/deselect those options as you please. However, this is not accurate. We were attempting to set up a security group that could view and add to all "Constituent" options, but could not edit or delete any existing records. When I selected all checkboxes for view and add, saved the changes, and then went to a constituent record, this user could not add anything. It was greyed out on all tabs (relationships, notes, actions, etc.) The ONLY way for me to adjust the settings to allow the user to add was to ALSO give the user the ability to edit. So basically, the "add" checkboxes have no meaning and the "edit" checkboxes are a two-for-one. This has completely changed our plan for security groups and quite honestly, compromises the security of the historical information that has already been inputted in our system. In my opinion, this function was not designed with end users in mind and needs to be changed.

  • Guest
  • Sep 11 2014
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