Portals – Limit Register Access to Users Who Share a Common Attribute

Modified on Thu, 21 Aug at 3:46 PM

 

When configuring register access in a Portal, previously you could restrict access to the owner of a register item or the person who raised it but not to a group of users.  This led to issues where a portal was created for, say, contractors and access needed to be restricted to users within the same contracting entity.

A new option has now been added to the access options for registers to allow you to restrict access to users who share a common attribute.   This attribute must be configured as a custom user dropdown or custom user organisation*

Example:  John and Fiona both work for XYZ Corp.  John creates an entry in a change register.  Fiona needs to be able to see entries in the change log created by John but not entries created by a user who works for a different Company.  You can now create a custom user attribute to hold the contracting company and, if John and Fiona both have the same value for that attribute, they will be able to view and/or update each other’s register entries.

 

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