Compare and Send To Group Action

Posted by Rollbase User on 13-Nov-2012 18:51

Is there a way to control access to the Compare & Send To group actions? Also, shouldn't the Compare group action honor field level visibility permissions? Or can I control what fields are visible? This is a problem for exposing sensitive data. Also doesn't make sense to have fields like template fields generating HTML output for display purposes on the compare page. As for Sent To group action, would like to be able to disable where it doesn't seem logical to have it available.

All Replies

Posted by Admin on 13-Nov-2012 21:45

Fields permissions should certainly be honored, this was probably overlooked, if so - will be fixed ASAP. As for other items - we need to discuss with our PM (Matt).

Posted by Admin on 14-Nov-2012 21:29

Thanks for taking a look at this

Posted by Admin on 14-Nov-2012 23:06

Merge and Convert options can be disabled by editing Role's permissions - please check Chapter 11 for details.

Posted by Admin on 14-Nov-2012 23:33

Hoping this can be extended to Send to and Compare

Posted by Admin on 15-Nov-2012 11:25

We can add a new Administrative permission to control Send Email functionality. However I would be hesitant to do the same about "Compare" functionality since this is nothing more than viewing records, and rights to view records are controlled elsewhere.

Posted by Admin on 12-Jan-2013 13:59

"Send Emails" is now controlled by Administrative permission.

Posted by Admin on 16-Jan-2013 02:29

Thank Pavel, this is great

This thread is closed