Clearing a role assignment for a resource

You can clear any role assignment. Clearing a role assignment will prevent users and/or security groups from being able to edit information in any child investment; however, users and/or security groups will always be able to view data in a child investment if they have permission to view its parent.

To clear a role assignment for a resource

  1. Open the Properties dialog box for an investment, an investment template, a resource, or a resource team.
  2. Select the under Role Assignments tab.
  3. Choose the Simple or Advanced tab.
  4. From the Group / User drop-down, select a security role and click Clear.
  5. Click Save Save.