How to restrict access to records to only specific users

Article Number:040597

Configuring the Permissions for App setting and the Permissions for Records setting, you can restrict access to records to only specific users.
For instance, if you want to restrict the ability to view, edit, and delete a record to only the user who created the record, configure the Permissions for App setting and the Permissions for Records setting as described below:

  • The Permissions for App setting
    Screenshot: the screen where the Permissions for App setting is configured in accordance with the table below

    App creator [✔] View records   [✔] Add records   [✔] Edit records   [✔] Delete records
    Everyone [✔] View records   [✔] Add records   [✔] Edit records   [✔] Delete records
    By default, the setting is configured as described above.

  • The Permissions for Records setting
    Screenshot: the screen where the Permissions for Records setting is configured in accordance with the table below

    Target Records in Priority Order Assign Permissions for Users, Groups, and Departments
    All records Created by   [✔] View   [✔] Edit   [✔] Delete
    Everyone      [  ] View   [  ] Edit   [  ] Delete