Defining Conditional Access Rights

To define conditional access rights (see Defining Access Rights):

1. Click e.g. in the Condit. Access cell for Company.
   
   
   

   The following settings are available:

   • Info Area: The info area that the condition applies to, see Conditions Applied to Other Info Areas. For information on adding and grouping rows, see Context Menu Entries.
   • Index Relationship: The index used to establish the relationship with the referenced info area. For details on all available links, see Link IDs.

     Example: If you define a condition applied to the Relationship info area for the Company info area, you can determine whether the condition applies to the source or target company:

     
     
     
   • With Conditions: Click in this cell to define the conditions under which records can be displayed, edited, added or deleted, see Conditions in the Aurea CRM win User Manual.
   • Indirect: Enable this option to apply the rights defined for the corresponding info area, see Indirect.
   • All: Enable this option to determine that all records in the referenced info area must meet the condition.
   • Person/Both: Use these options to differentiate between company- and person-dependent records in info areas with an n:1 relationship with a person record (CP/KP/PE), see Person-related/Both.
   • Description: Enter a textual description that is displayed if a user tries to edit a record that he can not access. If you do not enter a message, a default message is displayed.
2. Click in the With Conditions column and define a condition (e.g. "Rep 1 ID = Current User").
3. Click on (OK).
4. Save the rights format.

   A rep with these rights can only access company records where he is entered as Rep 1.