Set database access for a user role

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 a user role, follow these steps:

1. Click System Administration > Ongoing Maintenance > User Roles.
2. Type or select optional search criteria, and then click Search.
3. Select a user role from the record list.
4. Select the Data Access tab.

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

   1. Click Data Access Records.

      The Database Manager Data Access form opens.

   2. Click Fill in the Database Table Name field to select a table.
   3. The user role you initially selected is in the User Role field. If you want to add access to a different user role than the one you selected, clear the field and click Fill to select a different user role.

   4. To set the database access, select one of the following:

      • Allow DB access: The user role specified is granted access to the table specified.
      • Prohibit DB access: The user role 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.

   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.

Add a user role record
Delete a user role record
Search for a user role record