Defining Security Group Objects
To configure Security Group functionality, you must first define a new or existing object as the target Security Group Object.
To define Security Group Objects:
1. In Max Designer, click > , and then in the list view, click the object you want to configure.
2. On the record page, on the
Overview tab, select the
Generate and Synchronize Groups with Records check box, and then in the top left corner, click
Save and Close (

).
3. Click > , and then in the left pane, search for and select the target object.
4. In the left pane, click
Relationships, and then in the right pane, in the list, click
Create (

).
5. In the right pane, in the Create New Multiple Relationship dialog box, complete the fields as follows, and then click Save.
|
Field
|
Value
|
|
Name
|
The name you want to use for the relationship, for example, Security Group Members.
|
|
Identifier
|
By default, this field auto-populates based on the text you enter in the Name field.
|
|
Ordering Multiple Relations
|
Target Records
|
|
Target Object(s)
|
User
|
6. Click > > , and then in the list, click to open the newly created Relationship.
7. On the record page, on the
Overview tab, in the
Notify Link Change To list, click
Source and Target Records, and then in the top left corner, click
Save and Close (

).
8. Reopen the target Security Group Object object, and then on the Overview tab, in the Group Member Relationship field, select the newly created relationship, for example, Security Group Members.
9. In the
Group Entitlement list, click
Read to grant read-only access, or
Full to grant full CRUD rights, and then in the top left corner, click
Save and Close (

).
10. Click > .