Setting Record Permissions

You can set permissions for Records in an app to control who can view, edit, and delete records.

To set record permissions:

  1. Within an app, click the Gear wheel Screen_Shot_2017-07-19_at_9.43.03_AM.png on the right.
  2. Under Permissions, select Records
  3. Click Add.
  4. Under Target Records in Priority Order use the drop-down to set a filter of which records you are targeting. When you select a field name the Record Selector expands so you can set conditions for the field.
    • To add another condition click the Add icon.
    • To delete a condition click .
    • Select either All conditions are met, or Any conditions are met.
    • To clear all entries click Clear All.
    • To delete the whole permissions block, click the at the far right.
  5. On the right, either enter a User, Group, or Department, or select a User Field from the app in the drop-down list to grant permissions.
  6. When assigning permissions to a department, the Permissions inheritance check box displays. Select this check box to apply the same permissions to members of child departments.
  7. When multiple rows exist, the priority goes from top to bottom. 
  8. To add multiple permission rules, click Add again. 
  9. Click Save.
  10. Click Update App.
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