User Dashboard Only Access
Is there a way to give a single user access so that when they login they only see information and projects that are associated with them, without them being the record owner? For example, we have ...
Forum Discussion
Thanks for the response.
To help clarify on our end, the current user is the client and the client can have many projects (AWS data).
Thanks again.
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BW
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To help clarify on our end, the current user is the client and the client can have many projects (AWS data).
Thanks again.
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BW
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MarkShnier__You
Qrew Legend
Qrew LegendPerfect, so the AWS data will have the client name on the record. So you associate a client name wth each user and then use Permissions to have a single Role Custom Rule that says that the role can see AWS records where the Client Name = the lookup of the current user restricted to client name. You will probably need to make that a checkbox formula field for the rule to use.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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