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Add advanced control detail

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Suraj Shetty
2018-11-08 09:35:09 +05:30
parent 31654b5c3b
commit dc1a1ab90f
2 changed files with 16 additions and 6 deletions
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foundation/www/docs/user/manual/en/setting-up/users-and-permissions/user-permissions.md
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@@ -4,7 +4,7 @@
Along with Role based permissions, you can also set user level permissions that are based on rules that are evaluated against the data contained in the document being accessed. This is particularly useful when you want to restrict based on: Along with Role based permissions, you can also set user level permissions that are based on rules that are evaluated against the data contained in the document being accessed. This is particularly useful when you want to restrict based on:
1. Allow user to access data belonging to one Company 1. Allow user to access data belonging to one Company
1. Allow user to access data related to a specific Customer or Territory 2. Allow user to access data related to a specific Customer or Territory
### Creating User Permissions ### Creating User Permissions
@@ -13,10 +13,20 @@ To create a User Permission, go to Setup > Permission > User Permissions
When you create a new record you will have to specify When you create a new record you will have to specify
1. The user for which the rule has to be applied 1. The user for which the rule has to be applied
1. The type of document which will be allowed (for example "Company") 2. The type of document which will be allowed (for example "Company")
1. The specific item that you want to allow (the name of the "Company) 3. The specific item that you want to allow (the name of the "Company)
<img src="{{docs_base_url}}/assets/img/users-and-permissions/user-perms/new-user-permission.png" class="screenshot" alt="Creating a new user permission"> <img src="../../../../../assets/img/users-and-permissions/user-perms/new-user-permission.png" class="screenshot" alt="Creating a new user permission">
### Advanced control
You can optionally apply user permission only for specific doctype by setting the doctype in the Applicable For field under Advanced Control.
Setting **Applicable For** option will make the current user permission applicable only under the selected doctype master.
<img src="../../../../../assets/img/users-and-permissions/user-perms/advanced-control.png" class="screenshot" alt="Creating a new user permission">
In the above User Permission, user michael.corleone@gadgets.com will be able to access blog posts created by blogger Michael Corleone.
**Note:** If **Applicable For** is not set, User Permission will applicable across all related doctypes.
### Ignoring User Permissions on Certain Fields ### Ignoring User Permissions on Certain Fields
@@ -25,7 +35,7 @@ Another way of allowing documents to be seen that have been restricted by User P
For example you don't want Assets to be restricted for any user, then select **Asset** in **Customize Form** and in the Company field, check on "Ignore User Permissions" For example you don't want Assets to be restricted for any user, then select **Asset** in **Customize Form** and in the Company field, check on "Ignore User Permissions"
<img src="{{docs_base_url}}/assets/img/users-and-permissions/user-perms/ignore-user-permissions.png" class="screenshot" alt="Ignore User Permissions on specific properties"> <img src="../../../../../assets/img/users-and-permissions/user-perms/ignore-user-permissions.png" class="screenshot" alt="Ignore User Permissions on specific properties">
### Strict Permissions ### Strict Permissions
@@ -38,6 +48,6 @@ You can change this setting incase you want the user permissions to be assigned
Finally once you have created your air-tight permission model, and you want to check how it applies to various users, you can see it via the **Permitted Documents for User** report. Using this report, you can select the **User** and document type and check how user permissions get applied. Finally once you have created your air-tight permission model, and you want to check how it applies to various users, you can see it via the **Permitted Documents for User** report. Using this report, you can select the **User** and document type and check how user permissions get applied.
<img src="{{docs_base_url}}/assets/img/users-and-permissions/user-perms/permitted-documents.png" class="screenshot" alt="Permitted Documents for User report"> <img src="../../../../../assets/img/users-and-permissions/user-perms/permitted-documents.png" class="screenshot" alt="Permitted Documents for User report">
{next} {next}