Defining Rights at the Field Level

Use the Fields column to define rights at the field level as well as mandatory fields (i.e. fields where data must be entered in order to save a new record).

To define access rights for fields:

1. Switch to the Rights info area.
2. Click in the Fields cell of the desired info area.

   A table containing all fields in the info area is displayed, see Tables in the Aurea CRM win User Manual:

   

3. Use the Inheritance cell to determine how access rights are inherited for each field, see Inheritance Settings.
4. Define the access rights as for an info area, see Defining Access Rights.
   • Deny Access: The field is not displayed for the user.
   • Deny New: The user cannot enter new data in this field.
   • Deny Update: The field contents cannot be changed.
   • Deny Deletion: The field contents can be edited, but cannot be deleted.

   Only the Deny Access option is available for system fields, see System Fields.

   Note: When inputting communication files, fields to which access is denied on the source station are not written during input.
5. You can define Mandatory fields to prevent incomplete records from being added to the database (e.g. the Company, Country and Postal Code fields in the Company info area). When adding a new record, the system verifies that data has been entered in these fields. Only if this is the case is the new record added.

   Mandatory fields can be highlighted visually using borders and the "*" or "!" characters, see Masks Tab in the Aurea CRM win Administrator Guide.

   If you enable the Mandatory option for a field, the visual highlighting is only displayed in new mode. Field contents can be deleted when editing records at a later date.

   If you enable the options Deny Deletion and Mand. Field, the visual highlighting is always displayed (new, edit and view modes). The field contents can subsequently be edited but the contents can no longer be deleted.

   If you enable the options Deny Deletion, Mand. Field, Deny New and Deny Update, the visual highlighting is not displayed (edit and view modes). In edit mode the field is grayed out. In new mode the visual highlighting is displayed and the field is grayed out.

6. Enable the Do not log updates field to determine that changes to the field should not be logged (in the Log - Write info area), see Logging Read and Write Access.
7. Click on (OK) to save the settings and to return to the Rights info area.