How do I restrict user access to menus, forms, and reports?

You can establish Object-Level Security in Catalyst to setup permission levels for selected forms, reports, and menu options at the user group level. Combined with user name and group accounts, object-level security provides a means to limit access to program functionality and control what users can view or change down to the field level. To open the Object-Level Security utility, select Object-Level Security in the Security Maintenance group on the Tools tab.

Before applying object-level security, it is recommended that you establish user groups to represent the functional areas or departments within your company. Please refer to the Create New User Group and Assign User to Groups help topics for more information. After the desired functional user groups have been established, you can proceed with establishing object-level security. Please refer to the Object-Level Security help topic for more details.

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