1. In the Workgroup Visibilities section, give one workgroup the ability to read and modify the record by selecting them under Owner Workgroup (Full Rights). Initially, the field will contain the name of your default workgroup. Once you attempt to change it, the system will display a confirmation dialog asking you if the Full Access rights that belong to the original owner workgroup should be transferred to the workgroup you have chosen. Click OK if the change was intentional.
2. Determine the access right for All Other Workgroups, selecting from the Read, Update, or None access right options.
3. To set customized access for a workgroup that does not conform to the other control settings specified, click Add Exception(s). A pop-up window will open.
a. Select the workgroup and then select the workgroup’s visibility for this record (Read, Update, or None). Continue to customize workgroup visibility for as many workgroups as you like.
Note: Workgroup visibility exceptions override the access settings assigned under All Other Workgroups.
b. Click OK. The selected workgroups and their corresponding modified access settings will be transferred to the grid in the Viewing pane of the main window.
