Set database access for an operator

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:

1. Click System Administration > Ongoing Maintenance > Operators.
2. Type or select optional search criteria, and then click Search.
3. Select an operator record from the record list.
4. Select the Data Access tab in the General tab.

5. To add a new Data Access record, follow these steps:

   1. Click Add new Data Access Record.

      The Database Manager Data Access form opens.

   2. Click Fill in the Database Table Name field to select a table.
   3. 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.

   4. 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.
   5. When access has been granted to a table, click Fill in the View Format field to select the table view.

   6. Click Add.

      The new database access record is added.

6. To modify an existing database access record, follow these steps:

   1. Select the Data Access tab in the General tab.

   2. Double-click the Table Name of the existing database access record you want to modify.

      The Database Manager Data Access form opens.

   3. Make the necessary edits.

   4. Click Save.

      Your changes are saved.

7. Click OK.

Related topics

Operator passwords
Operator records
Operator templates

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