Viewing Account Permissions

You use the Permissions module to manage Windows account permissions. You can view account permissions that are already set, and modify them as needed.

To view permissions for a Windows account

  1. In Security, click Permissions.
  2. In the Security Permissions screen, in the Windows Account drop-down box, select the Windows account for which you want to view permissions in the Permissions module account list.
  3. In the Security Permissions screen, in the Securable Entities section, do the following:
    Use this To do this
    Area Entity View all the catalog and profile entities that can be secured. You can secure catalogs, catalog properties, and profile definitions.

    To secure catalog categories, use the Catalog Editor module. For instructions, see Editing a Category in a Base Catalog.

    Allow View all the entities to which the selected Windows account or group was given full access.
    Deny View all the entities to which the selected Windows account or group was denied access.
    List Accounts For the associated entity, click the Ellipsis button to view the settings for permissions across all Windows accounts that have been added to the Permissions module account list.

    In the Accounts dialog box, you can allow or deny access to the available accounts, and add new Windows accounts to the Permissions module account list.

    To add new Windows accounts, or to add or delete users from a group, contact your system administrator.

    Details Click Details Ellipsis to view detailed security options for each of the entities.

    The Permissions Detail: <Entity> screen displays the task that can be performed, for example, edit. It then lists every element that you can allow or deny users the ability to edit.

    Click Back Security Permissions

  4. In the Security Permissions screen, expand the Business Desk Category/Module/Task Access section, and do the following:
    Use this To do this
    Allow View all the entities to which the selected Windows account or group was given full access.
    Deny View all the entities to which the selected Windows account or group was denied access.
    List Accounts For the associated entity, click the Ellipsis button to view the settings for permissions across all Windows accounts that have been added to the Permissions module account list.

    In the Accounts dialog box, you can allow or deny access to the available accounts, and add new Windows accounts to the Permissions module account list.

    To add new Windows accounts, or to add or delete users from a group, contact your system administrator.

    Task Permissions Click this button to view, allow, or deny permissions to perform specific tasks for the selected Business Desk module.

    The Permissions Detail: <Business Desk category> screen displays the action that can be performed, for example, new. It then lists every page and task for which you can allow or deny users the ability to create new entities.

    For example, if you want to prevent a user from creating new entities, you choose the deny option for both New and Save&New tasks. If only the New task is denied, users will be able to create the new entity by using the Save&New task button.

    Click Back Security Permissions

  5. To save your changes and return to the Business Desk Welcome screen, click Save and go back on the toolbar.

See Also

About Business Desk Security

Creating Windows Accounts

Adding Windows Accounts to the Account List

Setting Business Desk Permissions for Windows Accounts

Removing Windows Accounts from the Accounts List

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