Editing the Global security policy

You can add or modify the permissions for a specific role or for Lists, On-demand Campaigns, or Corporate Campaigns.

Before you begin

You must have administrative permissions to complete this task.

Select Settings > Collaborate settings.
The Administrative Settings page opens.
Click Security Policy Settings.
The Security Policy Settings page opens.
Click Global.
The Properties page opens.
To add a role:
1. Click the Add icon ().
  A line that is added for the new role is added at the end of the list of roles.
2. Enter a name and description for the new role.
Repeat these steps for each role you must add.
Click Save and Edit Permissions.
The Permissions screen opens. By default, permissions for Lists are displayed.
Modify permissions for Lists as needed.
To change a permission for a specific role that is part of the Global security policy, click in the field that is in the column for that role, and the row for that function. The field toggles between:
- A check, to enable that function for that role
- An X, to disable that function for that role
- A blank field, to indicate that the permission is inherited.
To change the permissions for On-demand Campaigns or Corporate Campaigns, select that option from the Access to drop-down list.
The list of permissions changes to reflect the type of object you select. Modify permissions as you did in the previous step.
When you set permissions for all object types, click Save Changes.