Record Access is used to grant User Role data level access.
Record Access is all about data level access.Navigation Access should be granted to allow any non-admin user to see the navigation item.
Granting record access
To grant record access:
- Open the tenant administration page
- Log-in as Administrator
- Select Administration from the dropdown in the Header
(the Administration page opens with menu on the left) - In the Left Navigation Area, select Security. The Security expands to display list.
- Select User Roles. The existing User Roles display.
- Select the user role you want and select ACTION. The menu appears.
- Select Edit. The user role displays.
Adding a new access rule
- Select +NEW. The New Access Rule dialog appears.
Selecting the object from the list
- In Object field select down arrow and select the object from drop-down list.
- Select OK to confirm.
- Find the new rule just added and select the checkbox.
- Select SAVE to save the user role.
By default, View access is granted. However, it can be changed by selecting from Permissions drop-down