Assigning Group Category and Custom Field Rights

Share This Topic
Help Videos
Client Support Center
Contact Mitratech

Zoom Window Out
Larger Text | Smaller Text
Hide Page Header
Show Expanding Text
Printable Version
Send Mail Feedback
Save Permalink URL

Navigation: TeamConnect User Interface > Enterprise Administrator Help > Account Administration > Groups

From a group's Category Rights page, you can assign rights to specific categories and custom fields per record type. Additionally, you can assign high level rights to all categories and custom fields across all record types. For more details on how field-level security works for TeamConnect 4.2+, see Rights for Categories and Custom Fields.

Note: Custom searches have the following option: Custom search will respect Custom Field Rights. When enabled, users who do not have rights to a custom field cannot search on those fields. This setting will default to 'on' for new implementations and will default to 'off' for upgraded TeamConnect instances.

To assign category and custom field rights

1.Search for a group and open it.

2.To change rights for categories and custom fields, from the left navigation pane, click Category Rights. See the appendix, Rights for End-users for additional information about general rights for categories and custom fields for each record type.

3.To assign global category or custom field rights for all record types, do the following:

oFrom the View drop-down list, select User Rights.

oFrom the resulting rights list, click the Select button for the following permission rows:

▪View all categories—Allows access to the Categories pages of all records.

▪Add all categories—Allows addition or selection of all available categories from the Categories pages of all records.

▪Remove all categories—Allows removal or clearing of all categories from the Categories pages of all records.

▪View all custom fields—Allows access to custom fields associated with any categories from the Details pages of all records.

▪Edit all custom fields—Allows data entry or changes for custom fields values associated with any categories from the Details pages of all records.

Afterward, all rights for categories and custom fields of all record types will be assigned to the group.

4.To assign specific category or custom field rights for a specific record type, do the following:

oFrom the View drop-down list, select a record type. For example, Contacts.

oTo assign the following base category rights, select the check-box next to each right:

▪View Contact category—Allows access to the Categories page of the contact record.

▪Add Contact category—Allows addition or selection of all available categories from the Categories page of the contact record.

▪Remove Contact category—Allows removal or clearing of all categories from the Categories page of the contact record.

▪View Contact custom fields—Allows access to custom fields associated with any contact categories from the Details page of the contact record.

▪Edit Contact custom fields—Allows data entry or changes for custom fields values associated with any contact categories from the Details page of the contact record.

oTo assign additional category or custom field rights, select the respective check-box.

oNote: Further detail on this functionality is highlighted in Hierarchy Overview of Group Rights.

5.Click a save option.

Group Category Rights Page Field Descriptions

Label

Description

View drop- down list

A list of record types for which you can assign rights to work with associated categories and custom fields.

After selecting a list option, the workspace is updated with a list of rights specific to categories and custom fields for that option. For example, if you select Contacts, the rights list displays only rights for working with contact categories and custom fields.

Permission

A general list of rights follows. For more information, see Understanding Rights and Rights for Categories and Custom Fields.

•View category—To grant rights to view categories for the selected record type and rights to set a category as default, select the View category check-box.

•Add category—To grant rights to add a category to the selected record type, select the Add category check-box.

•Remove category—To grant rights to remove a category from the selected record type, select the Remove category check-box.

•View all custom fields—To grant rights to see custom fields associated with the selected record type, select the View all custom fields check-box. Additional requirements include: Rights to read the associated category and its parent categories; and rights to read associated custom objects.

•Edit all custom fields—To grant rights to edit custom field values associated with the selected record type and categories, select the Edit all custom fields check-box. Additional requirements include: Rights to view the custom fields on that category.

•Individual Fields—To manage view and edit rights for custom fields on a given object. Click the dropdown arrow on the respective row ( dropdown_carat ) to open the view and edit options.

Important: Adjustments made to the category rights at-large will affect custom field rights. For example, if the View all custom fields check-box is selected, all custom field View check-boxes will become read-only. If the individual fields were not selected prior to clicking the parent category View All button, they will appear to be read-only and unchecked. Despite this, view rights will be on for all custom fields in the category. Likewise, the same conditions apply for the Edit all custom fields check-boxes and the respective custom fields on a category. Similar to how the category rights function, Edit rights will not be available for any custom field that does not have View rights enabled.

Contents
Index
Search