Question

Setting up Permission Set View Only on Service Contract

  • 14 November 2022
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Userlevel 7
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Just wondering how to prepare a view only functional permission set. As example I started of with the Service Contract. I want to connect this new functional role to a user role. Idea is that the functional role only has view right on the shown data (so user has access to both company and connected site).

Started of and it seems so far a job of trial and error. I have the current status:

 

When user role is prepared and connected to this user role, the users sees the following:

Bottom right temporary shows: 

Is there a more logical way to prepare such a role in stead of searching which projection needs to be included to remove the ‘Failed to load person info’ error.

Thanks in advance,

Steve


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