Jump to content
View in the app

A better way to browse. Learn more.
FMForums.com

A full-screen app on your home screen with push notifications, badges and more.

To install this app on iOS and iPadOS
  1. Tap the Share icon in Safari
  2. Scroll the menu and tap Add to Home Screen.
  3. Tap Add in the top-right corner.
To install this app on Android
  1. Tap the 3-dot menu (⋮) in the top-right corner of the browser.
  2. Tap Add to Home screen or Install app.
  3. Confirm by tapping Install.

Set Access by contact

jediwizzo
in Security Concepts

Featured Replies

Okay so I would like to have my clients be able to access just their jobs via the web portal. Is there a way to set access by say either a entered number or by a contact name?

Also looking to do the same with like a time card so that employee 1 can not see employee 2.

Any Ideas?

This is called [color:red]record level access and can be accomplished by having a field in the record automatically enter the Account name of the person who created it. Then when that field matches the Account Name, the user can see his or her own records but not those of others.

If there are many records RLA can be slightly slow in browse mode.

RLA is set in the Define Accounts & Privileges area.

HTH

Steven

  • 4 weeks later...
  • Author

How do you set the automatic part? i dont see it under edit privilage set.

thanks

It's not in Define Accounts & Privileges. You must make a field and have it automatically enter the value when a record is created.

Steven

Edited by Guest

Create an account or sign in to comment

https://fmforums.com/topic/38982-set-access-by-contact/
Go to topic listing

Important Information

By using this site, you agree to our Terms of Use.

I accept

Configure browser push notifications
Chrome (Android)
  1. Tap the lock icon next to the address bar.
  2. Tap Permissions → Notifications.
  3. Adjust your preference.
Chrome (Desktop)
  1. Click the padlock icon in the address bar.
  2. Select Site settings.
  3. Find Notifications and adjust your preference.