AgileApps Support Wiki Pre Release

Visibility

From AgileApps Support Wiki
Revision as of 23:18, 15 October 2012 by imported>Aeric (→‎Additional Options for Folders)

Working with the Visibility Options

Lock-tiny.gif

Users that have the Make Views/Reports Visible to Others permission can modify Visibility settings 

To specify visibility settings:

  1. For a Home Page, Report, or View, click the wrench icon WrenchIcon.png and then create a new item edit the current one.
  2. For a Folder, click [Folder Properties]
  3. Select one of the options from the dropdown to specify who has access:
    Visibility.gif
  4. Click [Save]

Additional Options for Folders

  1. Select an Access Rights option:
    View Only
    Can only view
    Cannot modify properties or permissions
    View and Add
    Can add and view
    Cannot modify this properties or permissions
    Administrator
    Can add and view
    Can modify properties and permissions
  2. Optionally, click [Add] to specify additional settings.
Considerations
  • Visibility Controls are specified individually for each folder. They are not inherited from parent folders.

Folder Options Example

This table shows an example where:

  • Everyone except the Interns team can View the data in the Object
  • Selected Users have View and Add rights
  • Selected Roles have Administrator rights.
(Additional rights are created by adding a new row to the section.)
Access Rights / Level of Access
Share With View Only View and Add Administrator
Everyone Y N N
User: Sally Y N
User: Linus N N
Team: Interns N N N
Team: Accounts Payable Y N
Team: Disbursement N Y
Role: Supervisor N Y