Managing Access for Table Records
It’s likely that your database is intended for different users or groups of users (co-workers, partners or customers) and your business process requires different access to the information for different users. For instance, your database tracks apartment rentals. A realtor or a sales manager needs to be able to add and edit records, manipulating pricing and requests for apartment facilities. But you don’t want them to see sales commission figures of each other. You as a database owner or a chief need to see the quantity of deals and revenue, but you don’t want realtors to be able to edit or see these records.
In such a case the TeamDesk system presupposes various groups of users with different access rights. Each user group is called Role and can have special access rights to table records. There are four possible types of rights that can be applied to table records:
To set rights for each user role:
Setup link in the top right corner of the window.
Click on a table you need.
From the setup menu select
Tables > Manage access for table records. The system will open the following form:
Use the fields to specify access rights for each user role:
|Allow View||From the |
|Allow Modify||From the |
|Allow Add||With the help of the |
|Allow Delete||From the |
When finished, click
Save to apply specified access rights. Click
Cancel to discard changes.
* You can generate a formula using the Filter option in the View. At first, create a View, activate the "Only records that meet certain criteria" option in the Filter section and indicate necessary criteria, then Save this view. Reopen the created View and activate the "Custom formula" field after that the necessary formula will be generated. Copy this formula and Paste it to the Custom Rule.