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Overview Of Access Control

What You Can Do With Pleasanter's Access Control

Diagram of what can be done with Pleasanter's access control
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 column

Diagram of access control applied per site, record and column

Category Scope when setting Description
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 New creation, update* Applies to newly created and updated records after setting. Existing records must be set individually
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, Recorded Table, Wiki, and Dashboard.
Although each has a different role, the Time limited table and Recorded Table can be considered the same when setting access control.

Diagram of the five site types in Pleasanter

Type Control column Description
Folder Site A box for storing tables and Wikis
Time limited table Site/record/column Manages information for managing progress and deadlines, etc.
Recorded Table Site/record/column 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

Diagram of the units to which access rights are granted

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 -
Manager 〇 〇 〇 〇 〇 〇 〇 〇 〇

How To Set Up Each Access Control

Site access control
Record access control
Column access control