While working with organizational data and workflows, a big challenge is to set up an environment with controlled access to users. Organizations want specific data to be accessed only by specific users, who have the authority and requirement of the same.


For this, Orgzit provides a multiple level access control system.

Data Partitioning

One of the very powerful features to control access is by performing data partitioning. The feature for this is the Display Records To User Mentioned Table Attribute. Using this attribute, you can partition your data (records) and make it available for use only to the users specified.

For instance, you have a Lead Management System, having the details of all your leads, where each Lead has a Lead Owner assigned for it. In this case, you can use this feature to make sure that a user can only view and track his own leads.

Here is a snapshot of a lead management system with different leads and lead owners.

Using the Display Records To User Mentioned Table Attribute, you can specify the roles and users who should be able to access the data (records).

To add this attribute you need to perform the following steps:

  1. Go to Table Settings.

2. Move to Table Attributes.

3. Choose the attribute: Display records only to the user mentioned.

4. Select the Roles and Users that you want to grant access to.

{Here, the user field Lead Owner is specified and in the roles, management is specified. Hence, a user will only be able to access the leads if he is the lead owner or has the management role. }

Hence, by using this attribute, you can successfully control the access of your users by specifying the relevant users and groups.

Here is the snapshot of the lead management system for a specific lead owner. Only the leads of that lead owner are visible and the user cannot access the other leads in the system.

Apart from this feature, Orgzit provides multiple features to set up an access control system within your Orzgit workspace. You can explore Orgzit'z multiple level access control features here.

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