User Manual

08.13.2024

MANUAL

Table Management: Access Control: Record Access Control

## Overview It is possible to automatically set "[Record Access Control](/en/manual/table-record-access-control)" when creating and updating a "Record". ## Supported Versions **Access control function when updating a record** 1. Pleasanter 1.3.17.0 or later ## Limitations 1. This setting works when creating and updating a record. The "Access Right" of existing records will not be changed. ## Prerequisites 1. You need the "Site Administration Permission" and " Administration Permission". ## Operation Procedure 1. Move to the target "[Table](/en/manual/table)". 1. Click "「Table Management」" from the "Manage" menu. 1. Open the "[Record Access Control](/en/manual/table-record-access-control)" tab. 1. Select "[Depts](/en/manual/table-management-choices-text-depts)", "[Groups](/en/manual/table-management-choices-text-groups)", "「Users」", "Administrator", "Person In Charge", or any "Class" item from the list of options and click the "Enable" button (only classification items with [[Depts]], [[Groups]], and [[Users]] set in the editor's detail settings option list will be displayed as record access control options). 1. Click the "Detail Settings" button, check the required permissions, and click the "Change" button. 1. If there are any unnecessary settings in the "Current Settings", click them and click the "Delete Permission" button. 1. Click the "Update" button at the bottom of the screen. ## Setting Content |No|Choice|Description| |:----|:----|:----| |1|[Depts]|The specified "Access Right" is granted to the "[Depts](/en/manual/table-management-choices-text-depts)" to which the "「Users」" who created or updated the "Record" belongs. | |2|[Groups]|The specified "Access Right" is granted to the "[Groups](/en/manual/table-management-choices-text-groups)" to which the "「Users」" who created or updated the "Record" belongs. | |3|[Users]|The specified "Access Right" is granted to the "「Users」" who created or updated the "Record". | |4|[Item]Administrator|The "Access Right" is granted to the "「Users」" specified in the "「Administrator Item」" of the "Record" to be newly created or updated. | |5|[Item]Person In Charge|The "Access Right" is granted to the "「Users」" specified in the "「Person In Charge Item」" of the "Record" to be newly created or updated. | |6|[Item]Class|The "Access Right" is granted to any "「Users」", "[Depts](/en/manual/table-management-choices-text-depts)", or "[Groups](/en/manual/table-management-choices-text-groups)" specified in the "[Classification Item](/en/manual/table-management-class)" of the "Record" to be newly created or updated. | ## Related Information <div id="ManualList"><ul><li><a href="/en/manual/table">Table Function</a><span>08.13.2024 up</span></li> <li><a href="/en/manual/table-record-access-control">Table Function: Record Access Control</a><span>08.13.2024 up</span></li></ul></article> <ul><li><a href="/en/manual/table-management-class">Table Management: Item: Classification</a><span>08.13.2024 up</span></li></ul></article> <ul><li><a href="/en/manual/table-management-choices-text-depts">Table Management: Editor: Item Detail Settings: Option List: Departments</a><span>08.13.2024 up</span></li> <li><a href="/en/manual/table-management-choices-text-groups">Table Management: Editor: Item Detail Settings: Option List: Group</a><span>08.13.2024 up</span></li></ul></article> <ul><li><a href="/en/manual/dept">Department Management Function</a><span>08.13.2024 up</span></li></ul></article></div><input id="SearchTextHidden" type="hidden" value="" />
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