When you assign a Security Group only Users within that Group will be able to view that record.  Security Groups can be applied to all aspects of the system such as:

  • Main records
  • Sub tab records
  • Approval requests
  • Reports
  • Feature access

If you try to access a record and you do not have the correct Security access then you will be presented with this screen.  In these instances, contact your account Administrators who will be able to either update the Security access for the record or update your User Security permissions.

Fig 1 - Forbidden access page