need help with some roles and dashboards
Howdy, I have a very simple application with two tables - Employees and Weeks. It is being used to track weekly % effort related to COVID-19. I have two fields in Employees and I have made both us...
Forum Discussion
Hi Andrea,
If you go into your role permissions dropdown you would want to pull up your View permissions and set up customer permissions. Within those permissions you would then be able to set it so they can view records where they are the user listed in associate director or when they are the user in name. You would just need to set up the two conditions as an "Any" of these conditions are true in the custom permissions. This way Associate Directors have access to both. I have an example where I had my checklist records accessible to the person who created the records as well as a finance reviewer as an example of a custom permissions like this.
------------------------------
Evan Martinez
Community Marketing Manager
Quick Base
------------------------------
If you go into your role permissions dropdown you would want to pull up your View permissions and set up customer permissions. Within those permissions you would then be able to set it so they can view records where they are the user listed in associate director or when they are the user in name. You would just need to set up the two conditions as an "Any" of these conditions are true in the custom permissions. This way Associate Directors have access to both. I have an example where I had my checklist records accessible to the person who created the records as well as a finance reviewer as an example of a custom permissions like this.
------------------------------
Evan Martinez
Community Marketing Manager
Quick Base
------------------------------
That was perfect, thank you!!
------------------------------
Andrea Johannes
------------------------------
------------------------------
Andrea Johannes
------------------------------
