How to restrict access to records to only specific users

記事番号:040597

Configuring the Permissions for app setting and the Permissions for records setting, you can restrict access to records to only specific users.
For instance, if you want to restrict the ability to view, edit, and delete a record to only the user who created the record, configure the Permissions for app setting and the Permissions for records setting as described below:

  • The Permissions for app setting Screenshot: the screen where the "Permissions for app" setting is configured in accordance with the table below

    App creator[✔] View records   [✔] Add records   [✔] Edit records   [✔] Delete records
    Everyone[✔] View records   [✔] Add records   [✔] Edit records   [✔] Delete records

    By default, the setting is configured as described above.

  • The Permissions for records setting
    Screenshot: the screen where the "Permissions for records" settings are configured in accordance with the table below

    Target records in priority orderAssign permissions for users, groups, and departments
     All recordsCreated by   [✔] View   [✔] Edit   [✔] Delete
    Everyone      [  ] View   [  ] Edit   [  ] Delete