29 Jul 2019

iSheet View permissions

You may wish to limit access to views in an iSheet for specific user groups. Custom permissions may be configured for views if permissions are enabled on the iSheet to which they belong. Once permissions are enabled and configured on the iSheet (see iSheet permissions), permissions may be configured on views by navigating to the iSheet admin page (Admin > Module settings > iSheets), and selecting More actions > Manage views

To edit permissions on a view, click More actions and select Edit permissions for a view:

Access to all users is checked, as all views are available to all users with view access to the iSheet by default:

To restrict access to the view, first uncheck Access to all users:

All groups that have at least view access to the iSheet will appear in the permissions matrix.

Groups that have no access to the iSheet cannot be given access to a view and will not appear in the view permission matrix.

This table is similar to permission matrix used to configure iSheet and column permissions. For views, permissions available are View, Print and Export access rights. A group must have at least View rights in order to be granted either Print or Export rights.

Apply any permission restrictions needed by unchecking the appropriate boxes for each group and click Save to save the changes.

View export permission

If a user is in a group that has View and Export permissions only, the will only be presented with the Export option in the view's More actions menu to download the items in the view in XLSX (Excel), CSV or XML format. See the article on iSheet exports for more information.

View print permissions

If a user is in a group that has View and Print permissions only, the will only be presented with Print and Export to PDF options in the view's More actions menu.

iSheet permissions already apply item-level access restrictions, based on the users who created the iSheet item. Such permissions may limit a user to viewing items created by him/herself or to items created by other users in the same group. 

If iSheet permissions have limited the items visible to a particular group, that serves as an outer boundary of the items that can appear in any view for that iSheet for such users. View permissions can further restrict which items a group can access.

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