Teams (Record Level Access Permissions)

These articles describe the use of the Record Level Access Permissions (RLAP) functionality, or Teams. The functionality allows particular records to be restricted to be accessed only by members or particular teams. This module is not automatically available in your database and is only installed if requested.

Record level access permission (RLAP)

Some organisations require a more granular level of security across their client records. The Record Level Access Permission (RLAP) feature...
RLAP Module Configuration

The Record Level Access Permission (RLAP) feature allows restricting records in the system to be only visible to certain users...
Create a Team

The Teams module allows you to apply Record Level Access Permission (RLAP) feature allows restricting records in the system to...
Add a User to a Team

The Record Level Access Permission (RLAP) feature allows restricting records in the system to be only visible to certain users...
Remove a User from a Team

The Record Level Access Permission (RLAP) feature allows restricting records in the system to be only visible to certain users...
Create a Sensitive Record based on Teams

A Sensitive Record is a record that limits access to users depending on the following This is only available if...