Important Note about Security Rights

By default, access rights to the Purge Data feature aren't assigned to any security group. Remember you cannot modify the permanent security rights. For details on setting up a security group, see Security Group Setup.

We recommend creating a "Purge Access/Run" security group and assigning the following rights in Security Group Setup.

Feature	Required	Optional	Task	Access	Reason
Administration Center	X		ACCESS TO THE CENTER	Full Access	See/start the Purge process.
	X		Purge	Full Access	Run a Purge.
Customer Search		X	Link - New Customer *(Button – New Customer)	Full Access	Prepare for Purge (see Preparations later in this topic).
Reports		X	Claims Management	Full Access
		X	Customer List	Full Access
		X	Suspense	Full Access
Sales Center		X	Menu - Actions: New Target List	Full Access

If you want some users to be able to only see the Purge Results, create another non-permanent security group called "Purge Results View Only" and assign the following rights.

Feature	Required	Optional	Task	Access	Reason
Administration Center	X		ACCESS TO THE CENTER	Full Access	See and start the Purge process.
	X		Purge Results Only	Full Access	Limit the user to only review the details of the Purge Results, but not run the Purge.