March 2018
Beginner to intermediate
474 pages
12h 3m
English
Sometimes in a system you want users to have access to a particular model, but not to all records in that model. For example, you may want users to have access to phone calls within the system, but only to records of their own phone calls rather than all calls from the whole system. When you need to control user access based on the contents of records within a model, you can define Rules.
For this example, we are looking at the rules for the Sales / User: Own Documents Only group. Because this is a very restricted group, there are many rules that limit users in this group, meaning they only see records that are associated with them personally:
Typically, manager groups will have little or no rules because ...
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