Example: Hiding Fields from Certain Users

You can control security at the component level. For example, you might allow outside salespeople or vendors to view some of your CloudSuite Industrial forms through a URL, but you do not want them to see certain fields such as item costs. To do this for a group of users, use steps like these:

  1. On the Groups form, create a group called, for example, Hide Costs - Outside Users.
  2. Click Group Authorizations and add to this group the forms where you want to hide certain fields.
  3. For forms where you want the outside users to be able to view but not update the forms, set the Read and Execute privileges to Granted and all of the others to Not Granted. For forms where you want to allow them to make updates, set all privileges to Granted.
  4. Select one of the forms and click Component Privileges to set up privileges for specific fields (components).
  5. In the Name field, select the component that you do not want the users to view, and set the Read and Update privileges to Not Granted.  Leave the other columns blank.
  6. Repeat steps 4 and 5 for all forms in the group.
  7. On the Users form, select each of the outside users and assign them to this group.
Note:  You can also set up component-level authorizations for individual users. On the Users form, click User Authorizations and follow similar steps.
Related topics
Assigning Users to Groups
Using IDO Filters to Limit User Access
User Authorization Report