1.Search for a user account and open it.

2.To change rights for categories and custom fields, from the left navigation pane, click Category Rights. See the appendix, Rights for End-users for additional information about general rights for categories and custom fields for each record type.

3.(For users created in TeamConnect 2.5 SP4 or earlier only) To assign global category or custom field rights for all record types, do the following:

oFrom the View drop-down list, select User Rights.

oFrom the resulting rights list, click the Select button for the following permission rows:

▪View all categories—Allows access to all records', Categories pages.

▪Add all categories—Allows addition or selection of all available categories from all records', Categories pages.

▪Remove all categories—Allows removal or clearing of all categories from all records', Categories pages.

▪View all custom fields—Allows access to custom fields associated with any categories from all records', Details pages.

▪Edit all custom fields—Allows data entry or changes for custom fields values associated with any categories from all records', Details pages.

Afterward, all rights for categories and custom fields of all record types will be assigned to the user.

4.(For users created in TeamConnect 2.5 SP4 or earlier only) To assign specific category or custom field rights for a specific record type, do the following:

oFrom the View drop-down list, select a record type. For example, Contacts.

oTo assign the following base category rights, select the check-box next to each right:

▪View Contact category—Allows access to contact record, Categories page.

▪Add Contact category—Allows addition or selection of all available categories from the contact record, Categories page.

▪Remove Contact category—Allows removal or clearing of all categories from the contact record, Categories page.

▪View Contact custom fields—Allows access to custom fields associated with any contact categories from the contact record, Details page.

▪Edit Contact custom fields—Allows data entry or changes for custom fields values associated with any contact categories from the contact record, Details page.

To assign additional category or custom field rights, select the check-box next to the right.

5.If you are viewing currently assigned rights, the status of enabled rights per permission displays under a column:

oUser column—Displays status of rights assigned at the user account level.

oGroup column—Displays status of rights assigned at the member groups level.

For more information, see User System Rights Page Field Descriptions.

6.Click a save option.