Override Security on a Custom Object Instance
Editing the security of the custom object definition changes the security of each instance created in the Vault.
For example, editing the security for a custom object definition called Contacts would change the security for each instance of a Contact (e.g., Bob Smith, Marla Green, Bakersfield Motors, etc.)
However, if you want to customize the security for a particular custom object instance (e.g., only Bob Smith), use a security override.
Note: You must have permission in the custom object definition security to modify the security for a custom object instance. See Define Security for a Custom Object Definition for more information.
Perform a security override on a custom object instance
- Right-click on a custom object instance in the Vault and select Details.
- Select the Security tab to view and modify security for the instance.
- Notice the Security Mode field indicates that there is either state-based security or object-based security for the instance.
- Select the Security Override check box.
- Now that you are viewing the overridden security for the custom object instance, add users to the access control list (ACL) and modify their permissions, if needed.
- Click OK.
The security override is applied to the custom object instance.