Managing Access Rights for Views

TeamDesk allows you to set different rights to access Views for each user group (Role). To manage access rights:

  1. Click the Setup link in the top right corner of the window.

  2. Choose the necessary table and click the corresponding table name in the list of tables on the left.

  3. From the menu in the main frame, select Views / Reports > Manage access for views. The system will display a list of existing table views and user groups:
    View Access

  4. Select checkboxes in the corresponding column to provide access to views for the User Roles. Also, you can clear checkboxes to forbid access.

  5. Click Save to apply settings; click Cancel to discard changes.