Once you have created a new relationship type it becomes a security access right. You have the ability to apply either Write or Read access to the relationship type. The difference is that with Write access, you can add & edit all relationships of the selected type.
- Note: You must have both Administrator & Security Officer security rights to perform the following procedure.
To assign security rights to a relationship
- Go to Admin > Security Setup > Portal Users
- Portal Users form appears
- Click actions gear & Edit rights for appropriate user
- Manage User Rights form appears
- Either:
- Select check box beside Relationship Read or Relationship Write to grant access to all relationship types.
- Click the arrow beside Relationship Read or Relationship Write to view all relationship types then select check box beside each relationship type to assign
- Click Save user rights
- Note: If the user is signed in when you make these changes, she will have to sign out & sign back in to see the changes
Updated