Advance access management
The advanced access management module helps you control who can see and change things
in your system.
You can use conditional field access to filter data in specific fields, and hide
options like create
and edit from the dropdown menu. Soft Restrict lets you limit data access
in one part of the system
without affecting others. Overall, it makes your system safer and
easier to use by giving you more
control over who can do what.
Default access rules
Enable the default internal or portal users checkbox to restrict new
users from already created access rules.
Before applying soft restrictions
-
This is a strict limitation placed on rules in domain access before utilizing the soft restrict
feature. It implies that if one
module depends on or is related to another model, you will not be able to perform actions in the former module.
-
As seen above, we established this rule in the contact model so that we can only read contacts from the city of Tracy.
As a result, we can only view those contacts in the contact model.
-
As a result, we can only view those contacts in the contact model. Therefore, due to a contact restriction, you will be
unable to view another contact from the connected model.As shown below, it will generate an access error.
-
In the above screenshot, the record is displaying a restriction error due to a rule in the contact
model. In order to
read restricted contact, apply the Soft Restrict feature.
After applying soft restrictions
- When you use the soft restriction with the domain we use, you can still only view contacts of Tracy as shown below.
-
Now you can also read existing contacts who are not contacts of Tracy in the connected module,
like
sales orders as shown below.
-
As seen in the screenshot, after applying soft restrictions to someone who is not from Tracy but from fairfield
city, we can read the records in the connected module, such as sales orders.
Hide custom filter
Hide custom group
-
To hide the custom filter or custom group from the users, enable the custom filter or custom group field
in the hide filter & group by tab.
Before applying field access
- The create and create & edit buttons are in the drop-down. You can hide them by the field access tab.
- Enable the buttons you want to hide from the defined users.
After applying field access
-
You can see in the below screenshot that selected buttons are hidden. Please note that if you hide
the create button, the create and edit buttons will be hidden too.
Before applying internal link
- You can find an internal link in the field access tab.
- Enable the internal link checkbox.
After applying internal link
-
You can see in the below screenshot the link is hidden. Now you can not open the selected
record form view.
Before applying conditional field access
- In the confirm state payment terms field is editable before applying attrs.
- You can see the dropdown of payment terms before applying the domain.
-
Apply The Field conditional Access. The rule is to convert the editable field into a read-only where the salesperson
is Mark demo in attrs tab. You can also filter this field by using the domain tab.
After applying conditional field access
- After applying the rule you can see the payment term field is read-only.
- You can see that after applying the domain you can filter the dropdown of the payment terms.
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The "Soft Restrict" feature is valuable when you need to grant specific access rights to read restricted data from connected models or domains. This functionality allows users to access and view data beyond their primary domain while maintaining control and security measures. It strikes a balance between data isolation and flexibility, making it easier for users to retrieve relevant information when necessary.
- Consider a scenario where we've implemented a specific rule within the contact model, restricting access to contacts located in the city of Tracy. This rule ensures that within the contact model, users can only view and interact with contacts associated with Tracy's city.
- Now, with the introduction of the 'Soft Restrict' feature in our domain management system, users can continue to access and view Tracy's contacts within the contact model. However, the 'Soft Restrict' feature provides an added layer of flexibility by allowing users to read and reference existing contacts in connected modules, such as sales orders, even if those contacts are not specifically Tracy's contacts.
- In essence, the 'Soft Restrict' feature extends the user's ability to retrieve and utilize data from related modules while keeping the primary focus on Tracy's contacts within the contact model. This strikes a balance between strict data isolation and the need for cross-referencing or accessing broader data sets when necessary
Yes, you can customize the rules according to your specific requirements. You have the flexibility to define which conditions or affiliations grant access to restricted data, ensuring it aligns with your organization's needs.
The "Soft Restrict" feature can enhance the user experience by allowing authorized users to access the data they need, reducing frustration and streamlining their workflow. It ensures that restrictions are transparent and justified.
Begin by integrating the "Soft Restrict" feature seamlessly into your existing access management application. Ensure that it is a part of the domain access tab, making it easily accessible to administrators.Enable admins to specify access rules and restrictions for selected data domains, such as permitted users.
Yes, we do provide free support for 90 days for any queries or any bug/issue fixing.
In case of if any bug raised in the listed features of this module, We are committed to providing support free of cost. You will need to provide me server ssh access or database access in order to solve the issue.
Changelog(s)
v14.0.2.1.0 - August 29, 2024
Minor bug fixes
v14.0.1.1.0 - July 29, 2023
Soft Restrict relatest improvement
v14.0.1.0.0 - March 27, 2023
Initial release for v14
Need any help for this module?
Contact us info@terabits.xyz for your queries
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