Setting Record Permissions

Record permissions are used to control who can view, edit, or delete records. You can set different permission for each record with the condition of the value in a field.

Procedure for Setting Record Permissions

  1. Open the app settings page.
    Opening App Settings Page

  2. Click the "App Settings" tab.

  3. Under "Permissions, click "Record". Image

  4. Set permission for records.
    Click "Add". Set permissions for records

  5. In "Target Records in Priority Order", specify the condition of the record where permission is to be set. Set conditions for records

  6. In "Assign Permissions for Users, Groups, and Departments", select a user, department, or group, and then select the check boxes for operations to be permitted for use.
    You can also select a field from the "Add a field for selection" drop-down list, and then set permission for the user, department, or group that is specified in that field. Set permissions for users, departments, or groups
    When multiple access permissions are set for a user, any permission that is located higher on the list is given a higher priority. For example, setting the permission as follows would allow only "John Jones" to view, edit, and delete records:

    John Jones [✔] View [✔] Edit [✔] Delete
    Everyone [  ] View [  ] Edit [  ] Delete
    When you select a department, select the "Permissions inheritance" check box to inherit the same permission to users who are members of the affiliated departments.
  7. Click "Save" on the upper left side of the screen. Save

  8. Click "Update App" on the upper right side of the screen.