Assigning levels of customer authorization to security groups

You can assign different customer authorization levels to different security groups. These settings determine the level of access the users in a security have to customer-level information.

To assign a level of customer authorization to a security group:

1. From the List tab of the Security (SP) application, select the security group to which you want assign the level of customer authorization.

2. In the Customer Authorization section of the Customers tab, select the level of customer authorization for the group.

3. If you selected the Authorize Group for Customers Listed Below level of authorization, click New Row in the Individual Customer Authorization section of the Customers tab and select the specific customers that users in this group can access.

4. Click Save Group .

See Also

Customer-level data restrictions and customer authorization

Levels of customer authorization