Enter Access for Business Mail
Explanation
This activity is used to specify access for a business mail. The Business Mail/Access
tab displays the access settings for the object. When the business mail is
created, access groups are added according to the settings on
CRM Access window. Access can also be defined for
individual users on the business mail. From the overview, it is possible to add
access groups to one or several business mails.
Prerequisites
- The business mail record must have been created via the Mail Add-In
dialog box.
- To add access to a group, the access groups must have been defined on
the CRM Access/Users per Group tab.
System Effects
As a result of this activity, users or access groups are connected to the
business mail.
Window
Business Mail
Related Window Descriptions
Business Mail
Business Mail/Access
Business Mail References
Procedure
To add an access group in the object form:
- Open the Business Mail/Access
tab.
- Create a new record.
- Enter a group ID in the Group ID field. The group description will be
automatically retrieved.
- Save your changes.
To give a user access to an object in the object form:
- Open the Business Mail/Access
tab.
- Create a new record.
- Enter a user ID in the User ID field. The name will be automatically
retrieved.
- Define access by selecting the check boxes.
- Save your changes.
To add an access group from an overview window:
- Open the Business Mails window.
- Right-click and then click Add To Access Group. The
Add To Access Group
dialog box is displayed.
- Enter access group in the Group ID field. Click List to use the List
of Values to find a group or enter it manually. The access group description
will be automatically retrieved.
- Define whether the access group should be connected to all rows or only
to the selected rows.
- Confirm by clicking OK.