Once User Record Level Access (User RLA) is enabled for your site, you may apply User RLA to permission sets within your programs. Follow the steps listed below to learn how to enable this setting in your Forms permissions.
Step 1: Select the program
In the Administrator view, expand the Access Control category on the navigation bar and select 'Sites & Programs'.
Click the + icon next to a Site to view its existing programs. Then, click the eye icon next to the program you want to manage.
Step 2: Edit the permission set
Scroll down the program's page to the Permission Sets section, then click the eye icon next to the permission set you want to add apply User RLA to.
Step 3: Add the permissions
Scroll down the page to the Permissions section, where the Forms tab will be open by default.
The first column lists every Tier 1 form in your site with their subsequent Tier 2 forms indented below them. The first row lists the different kinds of access you can grant users per form.
Check the ‘Ignore Program Assignment’ and ‘Apply User RLA’ boxes for the Forms you wish to restrict users’ access to records for. This will ensure users assigned to the permission set only see records for the selected Forms that they themselves created or are assigned to. Note: User RLA is only functional when both settings are enabled.
For example, applying User RLA to the Participant Profile Tier 1 form restricts a user’s ability to view Tier 1 records for that form, or your participants, unless they added the participant record to Apricot or the record is assigned to them.
Step 4: Save the permission set
Once you've enabled the settings for the desired forms, click 'Save Record' in the Record Options palette to confirm your changes.
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