User criteria form
User criteria enables you to allow access to users based on role, department, group, location, or company. Administrators can control access by creating and applying user criteria. User criteria records define conditions that are evaluated against user records. When user criteria is defined, records are only visible to users who pass the defined conditions.
| Field | Description |
|---|---|
| Name | Name of the user criteria. |
| Users | Users who can access the quick link when you apply the user criteria. Click the Unlock users icon to select users. Click the Add me icon to add yourself as a user. Click the Add email address icon to add a user's email address. |
| Groups | Groups who can access the quick link when you apply the user criteria. Click the Unlock Groups icon to select the groups.Note: Use Groups instead of the Advanced user criteria to get your data cached. |
| Roles | Roles who can access the quick link when you apply the user criteria. Click the Unlock Roles icon to select the roles. |
| Advanced | Option to create a script for the user criteria.Note: Use Groups instead of the Advanced user criteria to get your data cached. |
| Application | This field is automatically set. |
| Active | Option to activate this user criteria for use. |
| Companies | Companies who can access the quick link when you apply the user criteria. Click the Unlock Companies icon to select the companies. |
| Locations | Locations which can access the quick link when you apply the user criteria. Click the Unlock Locations icon to select the locations. |
| Departments | Departments who can access the quick link when you apply the user criteria. Click the Unlock Departments icon to select the departments. |
| Match All | Option to make every condition required when the user criteria is applied. The conditions are set in the previous fields, such as Companies, Locations, Departments, and so on. |
Parent Topic:Reference