Update user permission doc (#13695)
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# User Permissions
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Along with Role based permissions, you can also set user level permissions that are based on rules that are evaluated against the data containted in the document being accessed. This is particularly useful when you want to restrict based on:
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Along with Role based permissions, you can also set user level permissions that are based on rules that are evaluated against the data contained in the document being accessed. This is particularly useful when you want to restrict based on:
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1. Allow user to access data belonging to one Company
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1. Allow user to access data related to a specific Customer or Territory
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@ -17,28 +17,14 @@ When you create a new record you will have to specify
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<img src="{{docs_base_url}}/assets/img/users-and-permissions/user-perms/new-user-permission.png" class="screenshot" alt="Creating a new user permission">
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If you want to apply the permissions to all Roles for that user, keep the "Apply Permissions for all Roles of this User" checked. If you check this, it will automatically setup the rules for Roles to check for User Permissions.
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### Choosing Which Roles to Apply
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You can also manually edit the the roles for which you want the user permissions to apply. To do that go the the **Role Permission Manager** and select the role for which you want to Edit the User Permissions.
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Note that the "Apply User Permissions" is already checked for this role. Then click on "Select Document Types"
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<img src="{{docs_base_url}}/assets/img/users-and-permissions/user-perms/select-document-types.png" class="screenshot" alt="Select Document Types to Edit the Setting">
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Here you will see that Company has already been checked. If you want user permissions not be applied for that particular rule, you can un check it.
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<img src="{{docs_base_url}}/assets/img/users-and-permissions/user-perms/view-selected-documents.png" class="screenshot" alt="Select Document Types to Edit the Setting">
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### Ignoring User Permissions on Certain Fields
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Another way of allowing documents to be seen that have been restricited by User Permissions is to check "Ignore User Permissions" on a particular field by going to **Customize Form**
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Another way of allowing documents to be seen that have been restricted by User Permissions is to check "Ignore User Permissions" on a particular field by going to **Customize Form**
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For example you don't want Assets to be restricited for any user, then select **Asset** in **Customize Form** and in the Company field, check on "Ignore User Permissions"
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For example you don't want Assets to be restricted for any user, then select **Asset** in **Customize Form** and in the Company field, check on "Ignore User Permissions"
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<img src="{{docs_base_url}}/assets/img/users-and-permissions/user-perms/ignore-user-user-permissions.png" class="screenshot" alt="Ignore User Permissions on specific properties">
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<img src="{{docs_base_url}}/assets/img/users-and-permissions/user-perms/ignore-user-permissions.png" class="screenshot" alt="Ignore User Permissions on specific properties">
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### Strict Permissions
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