Custom access permissions for app users
Requirement
Create custom permissions for an application and assign them to
relevant
users.
Use case
In a human resources management application, users need to be assigned with different access levels, based on their designation. For example, managers should be allowed to add new employee
s, but an employee should only be allowed to view added employees.
On Creator,
this can be achieved without any scripting.
Steps to follow
|
Form
|
Form Link Name
|
Field Type
|
Field Name
|
Field Link Name
|
|
Add Employee
|
Add_Employee
|
Name
|
Name
|
Name
|
|
Email
|
Email
|
Email
|
||
|
Number
|
Employee ID
|
Employee_ID
|
||
|
Add_Announcement
|
Add Announcement
|
Single Line
|
Subject
|
Subject
|
|
Multi
-
l
ine
|
Message
|
Message
|
||
|
Add Project
|
Add_Project
|
Single Line
|
Title
|
Title
|
|
|
|
Dropdown Lookup
(Add Employee)
|
Project Manager
|
Project_Manager
|
|
|
|
Multiselect Lookup
(Add Employee)
|
Project Members
|
Project_Members
|
The above table lists only minimum forms for demonstration purpose. You can add as many forms and fields
as you'd like,
depending on your requirements.
2.
Create different permission sets
for managers and employees. Navigate to
the
application settings and click
User Permissions
under
Permissions.
3. Create two different permission sets for managers and employees
,
with the following details:
According to the above permission sets,
i. A manager can:
-
Access all the forms in the app
-
View, edit , and delete all the reports in the app
-
Read and write comments on the Add Announcement report
ii. An employee can:
-
View all the reports in the app
-
Read and write comments on the Add Announcement report
3. Let's now
add users
and assign required permissions. On the left menu, select
Users
under
Manage.
4. Add two users
—
one with
the
Manager
permission
and another with
the
Employee
permission.
See how it works
Points to note
-
A user can be allowed to access multiple applications on the same account.
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