Understand permissions

Understand permissions

A permission set is a group of rules that govern the accessibility of the components of the app for the user. There are two predefined permission sets available: Read and Write. Selecting Read will give the user permission to read all the components of the app, while selecting Write will give the user permission to write in all components of the app. The admin of the app can also create custom permissions base on their requirements.

A permission set has four different categories of the permissions: Module level, Record level, Feature level, and Field level.

  • Module level: Enable or disable the access to modules (tabs)
  • Record level: Enable or disable permissions to View, Create, Edit, and Delete records
  • Feature level: Enable or disable permission to access features, such as Import and Export of data
  • Field level: Enable or disable permission to access the fields in a record. In addition you can restrict the access to edit the fields

List of permissions

SectionsDescription
Module-level PermissionsTo enable/disable the following permissions to the various modules and the records in them.
  • Access Form - Permission to allow or restrict access to the modules (Forms, Reports and Pages)
  • View - Permission to allow or restrict access to view reports within the application
  • Create - Permission to allow or restrict access to create records in each form within the application
  • Edit - Permission to allow or restrict access to edit records in each form within the application
  • Delete - Permission to allow or restrict access to delete records from each form within the application 
  • View all - Permission to allow or restrict access to view all records in the associated reports by overwriting the configured role hierarchy and sharing rules associated to that module
  • Modify all - Permission to allow or restrict access to modify all records from each form within the application
  • Search - Permission to allow or restrict search operations

 

 

Import PermissionsVarious permissions required to import records from each module that is owned by you and organization-wide users
Export PermissionVarious permissions required to export records from each module
Note: If role hierarchy is enabled, then the 'View' permission will allow access to the records based on the role configured. If disabled, then all records will be visible(same as 'View All' permission)

Related Topics

Share this post : FacebookTwitter

Still can't find what you're looking for?

Write to us: support@zohocreator.com