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View Only Access to Entire Site

  • 10 September 2021
  • 5 replies
  • 218 views

Does anyone have an efficient way to grant a user view only access to the entire database?

Thinking of an external auditor or a C-Level client, who wants to be able to poke around, but should not be able to create/modify/delete anything.

Outside of creating a role and then clicking on every single form and saying view only.

Hoping someone has come up with something more efficient!

Thank you!

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Best answer by vkumar 23 November 2021, 13:08

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5 replies

Userlevel 7
Badge +9

Hi @shores6 There is no out-of-box roles that will provide View Only for the screens. It is suggested to List the Screens, and Create a new ROLE like AUDITORS with View Only Access to those screens.

Thanks

Userlevel 7
Badge +11

Hi @shores6 

On what version are you on? On new 2021r1 and r2, you can find pre-defined user roles with ‘view only’ access for various modules. 

Regards,

 

 

Userlevel 7
Badge +9

Hi @vkumar Yes, these are in-built roles that can be used..Thanks for bringing them here.

 

Userlevel 7
Badge +9

@shores6 , So you can assign the required View Only Roles for the modules, to the new Auditors role to get the View Only Access.

Userlevel 7
Badge +9

Hi @shores6 There is no out-of-box roles that will provide View Only for the screens. It is suggested to List the Screens, and Create a new ROLE like AUDITORS with View Only Access to those screens.

Thanks

The above workaround can be used instead of having a new one role for all modules.

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