Associate Roles with Data Limitations
You can apply the same set of public or system data limitations to several users.
To apply this to a group of users, you can define a role and assign users to the role, then assign data limitations to the role.
Assigning a public or system data limitation indirectly to a user through a role requires two steps:
- Assigning the user to the role in the Users tab.
- Assigning the public or system data limitation to the role in the Public Data Limitations and/or System Data Limitations tabs under Manage Roles.
Note: You can only assign a single system data limitation to a role. If you have already assigned one system data limitation, and you then assign another, the first is unassigned. You can assign as many public data limitations to a role as you want.
Note: You can assign as many roles to a user as you want, and by doing this you can assign more than one system data limitation to a user.
Parent Topic: Data Limitations Tabs