Control what parts of the program that your customers have access to. To customize the security levels for a user,
- go to: Setup > Users
- If making changes to an existing user, double-click to open the record.
- If you are setting up a new user, select the User button in the bottom-left hand corner and select New User.
- With the user record open, select the 2. Security Settings tab.
- Here, you’ll see sub-tabs where you can customize exactly what parts of the program a user can and cannot access.
- Once all of the desired changes for a specific user have been made, select OK to save your changes.