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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Ok so im new to FM so be gentle. I have been reading and looking all over it seems but I cannot seem to figure out how to do the following task. I keep a database with information on my customers repairs. I would like to allow each individual customer access to there records only. I have the customers listed under "Customer" Any help out there for this newbie?

Thanks

Posted

This is called Record Level Access. Deep inside the Define Accounts & Privileges area is a window where you can set conditions on who can see the record, edit, it, etc.

In RLA you make the test to see the record based on some value, usually the account name. There must also be a field in the record that auto enters the same value on record creation. When the Account name matches that, the user can see the record; otherwise, not.

.

Steven

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