Searching the Help
To search for information in the Help, type a word or phrase in the Search box. When you enter a group of words, OR is inferred. You can use Boolean operators to refine your search.
Results returned are case insensitive. However, results ranking takes case into account and assigns higher scores to case matches. Therefore, a search for "cats" followed by a search for "Cats" would return the same number of Help topics, but the order in which the topics are listed would be different.
Search for | Example | Results |
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A single word | cat
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Topics that contain the word "cat". You will also find its grammatical variations, such as "cats". |
A phrase. You can specify that the search results contain a specific phrase. |
"cat food" (quotation marks) |
Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase. |
Search for | Operator | Example |
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Two or more words in the same topic |
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Either word in a topic |
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Topics that do not contain a specific word or phrase |
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Topics that contain one string and do not contain another | ^ (caret) |
cat ^ mouse
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A combination of search types | ( ) parentheses |
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- Operator records
- Add an operator record
- Add an operator record with the User Quick Add Utility
- Add an operator to a security group
- Create a system default operator record
- Create a startup menu for an operator
- Set the dashboard home page for an operator
- Define a startup menu for an operator
- Define the distinguished name an operator uses to log into an LDAP directory service
- Delete an operator record
- Enable an operator to see the command line
- Set database access for an operator
- Set the first day of week for an operator
- Set the maximum file attachment size for an operator
- Set the total file attachment size for an operator
- Set the time zone for an individual operator
- Update an operator record
- View an existing operator record
- Use Mass Update with operator records
- Synchronization between contact and operator records
Set database access for an operator
Applies to User Roles:
System Administrator
Database access is a feature that gives you the ability to limit or grant access to database records, such as contacts, company, and regions. You can add or modify the existing out-of-box database access settings per user role or operator.
To set database access for an operator, follow these steps:
- Click System Administration > Ongoing Maintenance > Operators.
- Type or select optional search criteria, and then click Search.
- Select an operator record from the record list.
- Select the Data Access tab in the General tab.
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To add a new Data Access record, follow these steps:
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Click Add new Data Access Record.
The Database Manager Data Access form opens.
- Click Fill in the Database Table Name field to select a table.
- The operator name you initially selected is in the Operator Name field. If you want to add access to a different operator name than the one you selected, clear the field and click Fill to a select a different operator name.
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To set the database access, select one of the following:
- Allow DB access: The operator specified is granted access to the table specified.
- Prohibit DB access: The operator specified is denied access to the table specified.
- When access has been granted to a table, click Fill in the View Format field to select the table view.
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Click Add.
The new database access record is added.
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To modify an existing database access record, follow these steps:
- Select the Data Access tab in the General tab.
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Double-click the Table Name of the existing database access record you want to modify.
The Database Manager Data Access form opens.
- Make the necessary edits.
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Click Save.
Your changes are saved.
- Click OK.
Related concepts
Application Setup
Operator passwords
Operator records
Operator templates
Related tasks
Add an operator record
Add an operator record with the User Quick Add utility
Add an operator to a security group
Create a startup menu for an operator
Create a system default operator record
Define a startup menu for an operator
Define the distinguished name an operator uses to log in to an LDAP directory service
Delete an operator record
Set the maximum file attachment size for an operator
Set the time zone for an individual operator
Update an operator record
View an existing operator record
We welcome your comments!
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