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Setting Record and Field Permissions

Reading through the KB and Forums, I've been able to piece together how Record and Field level permissions work, and looking for confirmation.

To limit what a user sees, we need to:
1. Create a View which holds the Records and Fields the user is allowed to see.
2. Create a Role specific to that View
3. Add the User to that Role
4. Create a Form and pair with the View

This seems pretty cumbersome, so not sure if I'm understanding correctly (from: http://help.trackvia.com/forums/216889-how-to-questions/suggestions/5927293-limit-access-to-specific-fields-by-role)

User > Role > View/Form

Thanks !

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John McGarvey shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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  • Jake Marwil commented  ·   ·  Flag as inappropriate

    Hi John,

    You are correct. TrackVia accomplishes limiting record and field permissions through roles. Please let us know if you have any further questions.

    Regards,

    Jake

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