User-specific Permissions
In this section you will learn about user-specific permissions
The User and Team properties are useful for the scopes feature: they allow you to group users (not teams) and control the data they can see.
User & Team Properties
To create a property for a Team or User, you need to go into the settings for the specific Team or User in your application. Follow the steps:
Click on the Profile
Go to the
Users and Teams
tabGo to the
Users Tab
Select the User you want to edit
Fill in the Department Section for that user
To add a property for the user, let's do a simple example of adding Status to the users. To build the example, follow the steps:
Click on the
Add Property
iconChoose the Data Type of the Property
Choose
Select
Rename the property to Status
Add values for the Labels: Active and Not Active
Click on the
Create
button
Note that it is important to create User & Team Properties with the same key value so that you can refer to this property via formulas for all properties at once.
Hiding components based on User/Team Properties
Now let's look at an example of hiding a component depending on User & Team Properties and implement the condition of hiding a component if User Property has a read-only value.
Conditional VisibilitySeparating data for users
See here how to use this functionality in the Customer Portal to separate data for users.
Customer portalLast updated