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How to assign a Primary data domain to a group or user
The Primary data domain assignment (for a group or person) is used as the default data domain that the group or person has permission to view. This eases the correct assignment of data domains to records. For example, when a request is assigned to a particular group, the Primary data domain that is assigned to the group is automatically added to the data domains that are specified for the request, enabling all members of the assignment group to view that request.
Note By default, fields related to data domains are not displayed in record forms. To manually assign domains or change existing domain assignments, you must first add the Primary data domain field or Data domains field as necessary to the relevant forms.
Assign a Primary data domain to a group
When you create a group, assign a Primary data domain to the group. All people in this group automatically inherit the group's primary data domain. In addition, a group obtains permissions from the roles assigned to the group.
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From the , select Administration > Master Data > People > Groups.
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Select the group you want to edit.
To filter the record list, click the Add filter
button. For more information, see Filters. -
Click the record identifier in the ID column to display the selected record.
- To assign or change the primary data domain, select a data domain in the Primary data domain field. Only records that are tagged with this data domain or to data domains assigned to roles that are associated with this group are visible to the group's users.
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Click
Save on the toolbar.
Assign a Primary data domain to a user
By default, a user has permission to view all records that are in the Public data domain, unless only certain data domains are specified for that user. These data domains are obtained automatically by role or group assignment (best practice), or manually from the Primary data domain that is assigned to the user.
- From the , select Administration > Master Data > People > People.
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Select the user or contact you want to update.
To filter the record list, click the Add filter
button. For more information, see Filters. -
Click the record identifier in the ID column to display the selected record.
You can edit multiple records simultaneously by selecting them in the grid and updating them in the Preview pane on the right. For more information, see Mass update.
- To assign or change the primary data domain, select a data domain in the Primary data domain field. This Primary data domain is added to the list of data domains that the user has permission to view.
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Click
Save on the toolbar.
