Skip to main content
Question

how to remove edit and view for specific record

  • Apr 20, 2018 2:17 PM UTC
  • 0 replies
  • 45 views

how to remove edit and view for specific record
This topic has been closed for replies.

  • Qrew Corporal
  • Apr 20, 2018 5:10 PM UTC
I would create a report filtered for the type of records you're wanting to remove edit and view. Remove edit and view from that report.

Forum|alt.badge.img+17
  • Community Moderator
  • Apr 20, 2018 6:17 PM UTC
Hi Sandeep,

Since record access is controlled through a users role the surest way to prevent users in a specific role from being able to edit and view a specific record is to add it to that roles edit and view permissions. For example if there is a specific record on a Company you do not want them to see you could go into your Participants role and edit their view permissions to be set to a custom rule so they can view all records that do not have the Company Name "Should Not Be Viewed Incorporated" or you could create a checkbox field that can be used to designate Admin Only records and set up non admins with a custom rule that they can only view records where the Admin Only checkbox is not checked. I hope this suggestion is helpful.