Managing Access to Columns
There may be cases when you want to limit access to certain information. For example, you store detailed project descriptions in the Projects table, but only Project Managers and Admins should be able to modify this information. Therefore, you may limit access to Project columns for Team Members and Viewers. The TeamDesk system makes it possible to set access rights to the data stored in columns. The mode of data handling is set separately for every role in the system.
You can set access to one column via column properties or manage access to many columns via the column access form.
To set column access for one column:
-
Click the
Setup
link at the top right corner of the window. -
Select the table you need.
-
From the setup menu, choose
Columns > Customize existing columns
. All columns created in a table will be displayed as a list. -
Edit the column you need, check the
Restrict access right by role
option, and set the column access for each role.
To manage access to many columns via the column access form:
-
Click the
Setup
link at the top right corner of the window. -
Select the table you need.
-
From the setup menu, select
Columns
>Manage access for columns
. The system will display theColumn Access
form:
-
Select the necessary access value for every column of a table for corresponding roles.
-
Click the
Save
button to save specified access rights.
The TeamDesk system uses the 'minimizing' mode to work with access rights: that is, if editing table records is prohibited, the user will not be able to change column data even if the access rights for the column are set to
View/Modify
.Please note that
Columns Access
does not affect Workflow Actions. Only the access to a custom button or a trigger comprising the action is taken into account by the system.