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Trying to figure out how I made a view protected... RRS feed

  • Question

  • I have a view that when a general user selects it, the message "You do not have permission to access these records..." and I can't for the life of me remember how I did it! Below is a screenshot of what a general user sees:

    Friday, July 25, 2014 2:39 PM

Answers

  • A view is not linked to a security role, an entire entity is linked to a security role.

    Can you check your custom security role ? What is the level of privilege for this entity ?

    You have to give the minimum privilege for an entity (User for example : An user with this security role can only see his own record)

    Ju_li3n


    Blog: crmandme.blogspot.com Twitter: https://twitter.com/Ju_li3n "Working hard for something we don't care is called STRESS. Working hard for something we love is called PASSION"



    • Marked as answer by nasyrax Friday, July 25, 2014 3:24 PM
    • Edited by Ju_li3nMVP Friday, July 25, 2014 3:24 PM
    Friday, July 25, 2014 3:14 PM

All replies

  • Hey,

    What is your security role ? Is it a specific security role or an out of the box one ?

    You have to give permission (in the security role panel) on the line : User interface configuration (don't remember the exact name) in the main records tab. (Security roles are in Settings / Administration / Security roles)

    And in the line regarding the entity (here Payroll schedules), give some privileges.

    Regards,

    Ju_li3n


    Blog: crmandme.blogspot.com Twitter: https://twitter.com/Ju_li3n "Working hard for something we don't care is called STRESS. Working hard for something we love is called PASSION"


    • Edited by Ju_li3nMVP Friday, July 25, 2014 3:05 PM
    Friday, July 25, 2014 3:04 PM
  • I have the roles of System Administrator and System Customizer, the role shown in the screenshot is a custom role. But how would a role be applied to a view? Thanks!
    Friday, July 25, 2014 3:10 PM
  • A view is not linked to a security role, an entire entity is linked to a security role.

    Can you check your custom security role ? What is the level of privilege for this entity ?

    You have to give the minimum privilege for an entity (User for example : An user with this security role can only see his own record)

    Ju_li3n


    Blog: crmandme.blogspot.com Twitter: https://twitter.com/Ju_li3n "Working hard for something we don't care is called STRESS. Working hard for something we love is called PASSION"



    • Marked as answer by nasyrax Friday, July 25, 2014 3:24 PM
    • Edited by Ju_li3nMVP Friday, July 25, 2014 3:24 PM
    Friday, July 25, 2014 3:14 PM
  • Aaaahaaa!!!! Settings>Administration>Security Roles>[security role]>Custom Entities is where it's set. Thanks for pointing me in the right direction!!! I thought I was going crazy, lol!
    Friday, July 25, 2014 3:24 PM
  • You are welcome !

    Next time, I wiil put the entire path for the custom entity ;)


    Blog: crmandme.blogspot.com Twitter: https://twitter.com/Ju_li3n "Working hard for something we don't care is called STRESS. Working hard for something we love is called PASSION"

    Friday, July 25, 2014 3:27 PM