Manage Buttons

You can configure the button access to help prevent users from performing unauthorized tasks. You can configure buttons in the following ways:
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You can configure the button access to help prevent users from performing unauthorized tasks. You can configure buttons in the following ways:
  • Hide a button when you do not want users to be able to see and use the New menu option and the Save, Copy, and Delete buttons. For example, you do not want a user to be able to copy or delete an asset. Therefore, you hide the Copy and Delete buttons on the Asset page.
  • Make a previously hidden button appear when users must be able to see and use the New menu option and the Save, Copy, and Delete buttons. For example, you hid the Copy button for the Asset page, but the button appears. Therefore, you make the Copy button appear.
Follow these steps:
  1. Click the tab and optional subtab for the object that you want to configure. On the left, click CONFIGURE: ON.
    The configuration of the page is enabled.
    In the Configuration Information area of the page, complete the following steps:
    1. Specify the information for the new global or local configuration, or select an existing configuration that you want to change.
    2. (Optional) In the Object drop-down list, select the part of the object that you want to configure. Any permission changes you make (for example, deny permissions to move a field) apply only to that part of the object.
      For example, when configuring a legal document, you select Legaldoc Status History in the Object drop-down list. You deny permissions to move fields for that part of the object (the status history). The permission changes apply only to the status history part of the object, and not to the other parts of the object.
    Global configuration changes affect all users, regardless of their role. Local configuration changes only affect users in the roles assigned to the selected configuration.
  2. In the Permissions area of the page, complete the following steps in the Granted and Denied Permissions lists:
    • To hide the New option and Save button, move Create to the Denied Permissions list.
    • To hide the Copy button, move Copy to the Denied Permissions list.
    • To hide the Delete button, move Delete to the Denied Permissions list.
    • To make the New option and Save button appear, move Create to the Granted Permissions list.
    • To make the Copy button appear, move Copy to the Granted Permissions list.
    • To make the Delete button appear, move Delete to the Granted Permissions list.
  3. (Optional) Select the Inherit Permissions from Parent Object check box to apply any security permissions from a top-level (parent) object to the lower-level (child) object using the same configuration.
    For example, you create a local configuration for an Organization. In the configuration, you deny permissions to change field labels, move fields, make fields required, and hide fields. After you save the configuration, you open Attachments under Organization and select the Inherit Permissions from Parent Object check box. All permissions from the Organization are applied to Attachments. In this example, because permissions to change field labels, move fields, make fields required, and hide fields are applied to the Organization, the permissions are also applied to the Attachment.
  4. Click Save Configuration.