I have a custom record in my bundle that we have l...
# generals
Siena
02/10/2023, 10:28 AMI have a custom record in my bundle that we have locked (since I believe that is the standard practice, and we don't want our customers messing with the custom record) however, locking that record also locks the permissions, and a customer wants to restrict which users can see these custom records. Is there a standard practice for how to go about allowing a bundle user to control who sees the custom records in the bundle without needing to unlock the whole bundle? I already have a custom permissions role to view the record but do I need to make a role that specifically cant?
a
AI1
02/10/2023, 1:37 PMCan they give a global permission of None?
s
Siena
02/13/2023, 4:35 PMhi @AI1 Could you elaborate a bit? Sorry I just saw this now. I am not sure what it means though.
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AI1
02/13/2023, 4:36 PMIf you have global permissions enabled you can add a global permission to the employee record for any record type and it will supersede their roles
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Siena
02/13/2023, 4:36 PMA quick google search sounds like it isn't going to work though, since they want to be able to set up certain centers that can see our custom record and certain ones that cannot
Siena
02/13/2023, 4:37 PMAh ok so they would be able to manually apply this to employees
Siena
02/13/2023, 4:37 PMbut they couldn't do it by role?
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AI1
02/13/2023, 9:15 PMActually you can do it by role
AI1
02/13/2023, 9:16 PMEdit the role. Go to custom records and add your custom record to the list. Set the level to None
However I only think it works if the custom record has Use permission list in the access type
AI1
02/13/2023, 9:17 PMWhich if it’s not set already you can’t change it because it’s locked
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