The Security roles edit page allows users to edit which Roles the selected User is a member of. Membership in a Role grants the User all of the Form permissions of the Role. A User is either a member or not.

Note: User permissions might be restricted by Form permissions or the record being locked.

The Security Roles edit grid shows the Role description and whether the User is a member.

To modify the Membership of a User, right-click the row to open the context menu. Select Not a member or Is a member.

Note: The user can also select multiple rows to apply the Membership change to. All selected rows are affected when modifying the access level. To learn more about selecting records click here.

To Select all rows click the check box in the grid's header row. Selecting all rows selects only the rows currently visible in the grid. So, if the grid had its rows filtered, only the filtered rows are selected.

The tab strip at the top of the page allows the user to go back to the Security User grid Selection, to the General page, to the Banks page, or Forms page. Audit will navigate to the Audit page and displays Audit information for the selected record.