Managing Security for Entity Types/Subtypes

This article will walk you step-by-step on how to manage the security for Entity Types/Subtypes. If the security isn't set for the proper user role, the entity will open for the user, without the correct permissions, in Read-Only.

1. Open the Navigation Bar
2. Click Site Administration
3. Click Manage Entity Types/Subtypes
4. Click the arrow next to the Entity to be edited to expand the selection to view the Entity subtypes
5. Expanding shows the column “Lowest Role than can Add/Edit Entity”
6. Click Edit
7. From the drop-down “Lowest-Role than can Add/Edit Entity” select the user role. If you check the Enterprise Level box you may share that subtype across the entire enterprise. You can also choose to Enable/Disable an Entity subtype here.
8. Click Save