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Setting Up Default Books by Record Type for a User

You can determine which book a user sees by default in the Book selector for each record type. The setting on the user record does not limit the user’s access to records: the user can select a different book in the Book selector.

The following procedure describes how to set up default books by record type for a user.

To set up default books by record type for a user

1. In the upper-right corner of any page, click the Admin global link.
2. In the User Management and Access Controls section, click the User Management and Access Controls link.
3. On the User Management and Access Controls page, click User Management.
4. On the User List page, click the Last Name link for the user whose default books you want to set up.
5. On the User Detail page, scroll down to the Default Book by Record Type section, and do one of the following:
   1. Click New to add a default book for a record type.
   2. Click the Edit link for the default book that you want to change.
6. In the Add Default Book by Record Type page, select the record type and the book setting.
7. Save your changes.