Understanding Security Groups
intelligentcontract's basic security functionality allows an Administrator to create multiple Security Groups with Users assigned, and then to apply that Security Group to a specific record; therefore restricting who can see that record to only Users within that Security Group.
For example, you can have a Security Group called 'Legal' with the User 'Judy Weeks' assigned to it. You can then apply this Security Group to a Contract record, and only the User 'Judy Weeks' can see that Contract record.
Security Groups can be generic for the entire record or you can assign alternative Security Groups to certain sub tabs of a record, so you could have a Contract record that 'Everyone' can see but you can restrict the Contract Financials tab so values will only be visible to specific Security Groups.
You can also control the automatic behavior of Security Groups for your account in your Account Configuration area.
If you make changes to a records Security Group values you can decide if you wish these updates to cascade down to the sub tabs and their behavior. You have three options to choose from, the system default is option 3.
Security Group Sub Tab Behavior
Please refer to the other articles within this section for instructions on how to Create and Maintain Security Group information.