Troubleshooting in Creator #2 General Application Access Debugging - Shared Users

Troubleshooting in Creator #2 General Application Access Debugging - Shared Users




Creator has advanced sharing and app administration features that allow administrators to define permissions up to the field level, and allow data hierarchy based on roles. If these structures are not clearly mapped out and planned, it can cause discrepancies while sharing applications. In this post, we'll discuss common issues that administrators face while sharing applications with users within the organization, and provide ways to identify and solve them on a case-by-case basis.

 

  • Case 1 - When a shared user is unable to access an app the app admin has provided access to, an error message is thrown "Sorry, you are not allowed to access this app. Please contact your administrator."

  • Case 2 - When an application is shared to a user but they don't receive an email invitation to access the app.

  • Case 3 - When application users try to export data or files attached to the report, Creator throws the error "You have logged in as <useremail>. You do not have permission to view the file. Please try logging in as a different user."

  • Case 4 - My users have access to the form but are unable to see some of the fields in it, even though they are not marked as "Admin Only".

  • Case 5 - After sharing a report with two users, one user cannot view the data in the report whereas the other user is able to.

 

Case 1

When a shared user is unable to access an app the app admin has provided access to, an error message is thrown "Sorry, you are not allowed to access this app. Please contact your administrator." In this scenario, the admin can take the following steps:
 
1. The admin can check if the user account is Active under Account Setup > Users under User Management.



2. The admin can also check whether the user they added is under Active Status.




3. There may be a chance that the super admin account might have been downgraded to a free subscription, at which point the shared users would have been made inactive by default.

 

Case 2


When an application is shared to a user, they don't receive an email invitation to access the app. In this scenario, the admin can do the following:
 
1. The admin can check if the user was added in account setup or inside the application directly. If they were added from account setup, the user will not receive any emails. If the user was added from the application, please ask the user to check their spam and junk folder, to see if the email end up there. To avoid emails reaching spam, the admin can authenticate their account email as referred in this link.


2. An other option is to re-add the user inside the application to see if the user is receiving the email.


3. Cross-domain sharing is not supported in Zoho Creator, so the admin and shared user should belong to the same data centre. For example, If the admin account is under creator.zoho.com, the admin cannot share their app/workspace to a user who's under creator.zoho.in/eu/com.au.

4. If the above situations are not the case, please reach out to Creator Support for further help.

Case 3


When application users try to export data or files attached to the report, Creator throws the error "You have logged in as an <useremail>. You do not have permission to view the file. Please try logging in as a different user."

1. Admin can check if the Export/Print permission was given to the user for the respective module, as referred to in this link.

2. If the above is not the case, please reach out to Creator Support for further help.

Case 4

 

My users have access to the form but are unable to see some of the fields in it, even though the fields are not marked as "Admin Only."

1. In this case, the super admin of an application needs to check if the field is hidden under the On Load script of the form's workflow based on logged-in usersFor example, please refer to the below sample script.

 

  1.             hide Name;
  2.            hide Phone_Number;

2. If the fields are not hidden under the On Load script, please check whether the field was given Visibility permission in the profile permission set under More to be visible on the live form. Please refer to the below screenshot:






3. If the above situations are not the case, please reach out Creator Support for further help.

Case 5


After sharing a report with two users, one user cannot view the data in the report whereas the other user is able to.

1. The admin should check if the two users are under the same roles.

2. The admin can also check if share data to peers for the respective role was enabled.

3. If the above situations are not the case, please contact Creator Support.



 

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