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Question

view only the records to specific users

  • September 25, 2024
  • 2 replies
  • 35 views

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customer wants to know in cloud if it is possible to view only the records to specific users , as a configuration or parameter based on a field, ex - in the Functions Object window can certain users only see only specific Object Type?

Marcel.Ausan
Ultimate Hero (Partner)
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  • Ultimate Hero (Partner)
  • September 25, 2024

@supunsr in general access in IFS Cloud work 2 fold

  • access to the page is granted via Permission Sets
  • access to the data in the pages is granted via company/site access.

Of course there are some other special components where you can define access per user: warehouse access / project / CRM.

But coming back to your question, if your user has access to a specific site then he/she could see all the Functional Objects of that site.


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  • Superhero (Employee)
  • September 25, 2024

Hi @supunsr ,

I recommend you to use Saved Searches or specific page in Navigator pre-populated with the Saved Search, or Bookmarks, for each user group. Obviously, as Marcel said, user still can see all the site-related objects if searching for them, but the suggestions are for easy navigation, filtering and handling of records.

Regards,

Pilar


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