Managing Access to Columns

There may be cases when you want to limit access to some information. For example, you store detailed project description in the Projects table, but only Project Managers and Admin should modify this information. So you may limit access to Project columns for Team Members and Viewers. 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 column access form.

To set column access to one column:

Click the Setup link at the top right corner of the window.

Select a table you need.

From the setup menu select Columns > Customize existing columns. All columns created in a table will be displayed as a list.

Edit column you need, check Restrict access right by role option and set the column access for each role.

To manage access to many columns via column access form:

Click the Setup link at the top right corner of the window.

Select a table you need.

From the setup menu select Columns > Manage access for columns. The system will display the Column Access form:

Select necessary access value for every column of a table for corresponding roles.

Click the Save button to save specified access rights.

TeamDesk system uses the 'minimizing' mode to work with access rights: that is, if editing of 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 notice, 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.