Specifying view and edit security for entities

You can specify view and edit security for entities from the data table or from an entity's banner:

• To set the view and edit security for an entity from the data table, navigate to the Contacts workspace, click the More Actions button

  

  for the entity and select Security.
• To set the view and edit security for an entity from the entity's banner, navigate to the entity's detail page, click the More Actions button in the banner and select Security.

For more information, see Security settings for objects in NexJ CRM.

If the Hierarchical Access Model is enabled by your administrator then the Security menu option is disabled for people and companies.