Access Rights by Screen

Form ID: (SM201020)

On this form, you can view and modify the access rights of roles to particular workspaces (that is, to all forms in a workspace), forms, containers of form elements, form elements. For more information on roles and their access rights, see Configuring User Roles.

For example, you might use this form to provide access to all forms in the Configuration workspace for the Administrator role and to prohibit access to the forms of this workspace for all other roles.

Note:

If you configure a role for working with a wiki, give access to the wiki by using this form, and then configure access to particular topics on the Wiki Access by Role (SM202015) form. For details, see Wiki Access Management.

You can also use the Access Rights by Role (SM201025) form to select a particular role and set its access to forms, and form elements.

Form Toolbar

The form toolbar includes only standard buttons. For the list of standard buttons, see Form Toolbar and More Menu.

Left Pane

In this pane, workspaces are represented as second-level nodes. (The top node represents the home page dashboard.) Expand the node of any workspace and view the forms within that workspace. Expand the node of any form to view the list of containers (of form elements), such as tabs and grids.

All wikis are represented by non-expandable nodes. You can set the access each role has to the wikis available in your company by using the Wiki Access by Role (SM202015) form. To view and update the map of any wiki, use the Wiki Site Map (SM202010) form. For details about managing access to wikis, see Wiki Access Management.

The Hidden node contains system objects, such as forms and reports, that are not displayed in the main menu but can be accessed through other forms.

When you click any node, the right pane displays the roles defined in the system and the details for each, including its level of access rights.

Right Pane

In this pane, you can view and edit the access rights of the roles for the selected node. To change a restriction level of access rights, in the row with the appropriate role, select the needed option in the Access Rights column.

Tip:

Advanced filtering functionality is available for the list of roles in the right pane. For details, see Managing Advanced Filters.

Table 1. Table Columns
Element	Description
Role	The name of the role.
Guest Role	A check box that, if selected, indicates that the role is marked as a guest role. For details, see User Roles: Predefined Roles.
Description	A description of the role.
Access Rights	The access rights of the role for the selected object. The set of restriction levels available for the system objects depends on the object type. For some objects, you can specify a more granular level; for others, you can either allow or deny the access. For details, see User Roles: Restriction Level Options.
Applied to Nested	Read-only. A check box that indicates, if selected, that a restriction level set to a parent object (a form or a from container ) for a role is inherited by their nested objects. The system clears the check box for a role, if you explicitly specified access rights for a nested object for this role. The check box is not available for nodes that represent workspaces, because access inheritance is available for forms and their nested objects. For details, see User Roles: General Information.