Task Security - WebTMA 7

Path: Organization > Task > Records

A critical part of maintaining Task records is restricting access to the Organization > Task window. Most users do not need full access to these records.

WebTMA System Administrators establish access from Admin > User Management > Records / Window Access. They use caution when giving access because anyone who has full add/delete privileges for these records and who does not understand the database structure can cause havoc and destroy the integrity of the existing information.

The only way to restrict access is from the User Management window. Only those users who are responsible for maintaining Tasks should have Full access to the Task window. All other users should have access set to Read or None.

You can use the Master Task check box on the Task / Identity–Option Setting Section Tab to restrict editing privileges on certain Tasks to a smaller number of users. If you mark the Master Task check box, you can grant special editing permission from Admin > User Management > Records / Preferences—Allow to Modify Master Tasks that gives editing privileges for these tasks to selected users.

Read access allows the user to view the information but they cannot add, edit, or delete. Even if a user's Task window access is None, they can still see and choose Tasks on selection lists in flyout windows.


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