User Manual

08.13.2024

MANUAL

Pleasanter Access Control

## What You Can Do With Pleasanter's Access Control ![image](https://pleasanter.org/binaries/cd34af26be6e4841931af4df7cd15f78) **Access control is possible for each table (site), record (row), and item (column) by user or group.** ・Grant read/write permission to a specific folder or table by specifying a user/department/group ・Grant read/write permission to a specific table to a specific user/department/group ・Grant read/write permission to a specific user/department/group to some records in a specific table ・Grant read/write permission to a specific user/department/group for a specific item ![image](https://pleasanter.org/binaries/77b69c5df6f7448db3a6bc0ca2d9dc12) |Category|Scope when setting|Description| |---|---|---| |[Site access control](/manual/table-management-site-access-control)|Setting site, permission inheritance site|Applies to the set folder and table. If set to a folder, it also applies to sites that inherit permissions| |[Record access control](https://pleasanter.org/manual/table-management-record-access-control)|New creation, update*|Applies to newly created and updated records after setting. Existing records must be set individually| |[Column access control](/manual/table-management-column-access-control)|All records in the table|Applies to all existing and newly created records| *When you set record access control, it does not apply to existing records, so you must set it for each record individually. ## What Is A Site? There are five types of sites in Pleasanter: Folder, Time-limited table, Record table, Wiki, and Dashboard. Although each has a different role, the Time-limited table and Record table can be considered the same when setting access control. ![image](https://pleasanter.org/binaries/72bfaae965024e45b9cf2cb42f1c34b3) |Type|Control item|Description| |---|---|---| |Folder|Site|A box for storing tables and Wikis| |Time limited table|Site/record/item|Manages information for managing progress and deadlines, etc.| |Record table|Site/record/item|Manages general information that does not require a deadline, etc.| |Wiki|Site/record|Manages notes and information that is updated infrequently| |Dashboard|Site/dashboard parts|Displays various information in one place| ## Unit For Granting Access Rights ![image](https://pleasanter.org/binaries/5f217df4f5d6463fb098e6429f95cce8) |Unit|Description| |:--|:--| |User|Grant access rights to one user| |Group|Grant access rights to all users belonging to a group| |Department|Grant access rights to all users belonging to a department| ## Access Rights Types The types of access rights are as follows. The following permissions are granted to department, group, and user. |No|Type|Description| |:--:|:--|:--| |1|Read|Display table records or Wiki| |2|Create|Create new table records| |3|Update|Update table records or Wiki| |4|Delete|Delete table records or Wiki| |5|Send email|Send email from table records or Wiki| |6|Export|Export table records as CSV files| |7|Import|Import data from CSV files to tables| |8|Site management|Create, change settings, and delete sites| |9|Permission management|Set permissions for sites and records| The standard patterns that combine the above access rights are as follows. Settings other than the standard patterns are marked as special. |Pattern|Read|Create|Update|Delete|Email|Export|Import|Site management|Permission management| |:---|:--:|:--:|:--:|:--:|:--:|:--:|:--:|:--:|:--:| |Read Only|〇|-|-|-|-|-|-|-|-|-| |Write|〇|〇|〇|〇|〇|-|-|-|-|-| |Reader|〇|〇|〇|〇|〇|〇|〇|〇|-| |Administrator|〇|〇|〇|〇|〇|〇|〇|〇|〇| ## How To Set Up Each Access Control [Site access control](/manual/table-management-site-access-control) [Record access control](/manual/table-management-record-access-control) [Column access control](/manual/table-management-column-access-control)
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