Setting Record Permissions

You can restrict users who can view, edit or delete records on a per record basis. You can set different permission for each record with the condition of the value in a field.

Procedure

  1. Click the app setting button Setting button on the upper right of the record view, select "App Settings" tab > "Permissions", and then select Records.

  2. Set permission for records.
    Click "Add". Set permissions for records

  3. In "Target Records in Priority Order", specify the condition of the record where permission is to be set. Set conditions for records

  4. In "Assign Permissions for Users, Groups, and Departments", select a user, department, or group, and then select the check boxes for operations to be permitted for use.
    You can also select a field from the "Add a field for selection" drop-down list, and then set permission for the user, department, or group that is specified in that field. Set permissions for users, departments, or groups
    When multiple access permissions are set for a user, any permission that is located higher on the list is given a higher priority. For example, setting the permission as follows would allow only "John Jones" to view, edit, and delete records:

    John Jones [✔] View [✔] Edit [✔] Delete
    Everyone [  ] View [  ] Edit [  ] Delete
    When you select a department, select the "Permissions inheritance" check box to inherit the same permission to users who are members of the affiliated departments.
  5. Click "Save" on the upper left side of the screen. Save

  6. Click "Update App" on the upper right side of the screen.

TIPS: Specifying "Created by", "Updated by" or "Assignee"

You can specify the user who created the record, who updated the record, or who is the assignee for process management, and set permissions for that user. Click Add a field of the form and select a user.

  • Created by: The user who created the record.
  • Updated by: The user who last updated the record.
  • Assignee: The user who is assigned in the current status for process management.

For example, you can prohibit users other than the "Created by/Assignee/Updated by" users from viewing records of which statuses are not "Done", in apps where Process Management is enabled.

TIPS: Specifying the User Selection/Depart Selection Field

By specifying the User selection/Department selection field that you placed in an app form, you can specify a user/department that has been selected for each record (not a specific user/department) as the target of granting permissions.
You can click Add a field of the form and select the field to specify.

For example, you can specify that only the user who has been selected as the person in charge of the project can edit/delete the record.

By combining Process Management or the User selection/Department selection field, you can set permissions more flexibly.