Roles & Access Control

Assign application roles and control what each user can see and do.

4 articles

Data Security Filter ReferenceWhen defining a Data Security Rule, the Term value is matched against the unique key of the object's records.

Configuring User RolesRoles are created and managed in Configuration \> Security \> User Roles.

Configuring Data Security RolesData Security Roles restrict which records a user can see within an object.

Understanding Roles and PermissionsThe platform controls what users can see and do through two complementary access control mechanisms: User Roles, which govern functional access to…