Security

Setting an App's Security is the penultimate step in the App-build process. It is used to define various permissions at Team and User levels. - To see how to edit Teams on your site click here.

To alter the Security of an App, you must first be in the 'Security' section, from here you can set up your custom configuration:

Setting Security

App Visibility

App Visibility can be restricted to specific teams and or users and gives users visibility of the App in the Launchpad. To select multiple Teams and Users utilize the drop-down lists, you can either select with the mouse or by using the arrow keys and pressing enter when you wish to make a selection.

Is hidden decides if to show the application in workspace to anyone, this overrides what teams and users have been set. If an Application is not hidden and no teams or users have been selected for App Visibility then the Application will be visible to all users.

Default Records Access Rights

By default, when a new record is created in an App it will only be visible to the user that created it via an Owner access right. In this section, you can add teams that will also have access to newly created records.

Read-Only and Full Access can be set for teams in the relevant list. To select Teams use the method as described above.

In the case of a child and parent record creation, when a record in a child app is created it inherits the access from the parent and not the access set up in the child app itself. It will still keep the owner of the record as the one who created it.

Note: every record has an owner who will always have full access to the record, this cannot be changed. This is to stop records from being created or updated without security. Otherwise if a record has no security no one will be able to see it or recover it but it will still be in the app.

App Edit Access Rights

This selection is part of the overall App Governance process in the business.  It is important that whenever changes are made to any application that the App Executive sponsor or ‘owner’ and core users are informed.

Initially, App Edit Access Rights will be set to the User that created the Application. Only that user will have visibility of the App in the App Studio Launch Pad.

Additional Users and Teams can be given Access to Edit the App. To select multiple Teams and Users utilise the drop-down lists, you can either select with the mouse or by using the arrow keys and pressing enter when you wish to make a selection.

If no users or teams are selected then the App will be open and any user with App Studio Access will have access to edit the App. To see how to amend individual User Permissions click here.

Note: If All Users is selected and a Team also has been selected then the Team level access will take priority over the All Users Access. The access priority is then Team Full, Team Read-Only, All Full then All Read-Only. 

Tips: Once you have set preferred App Visibility you will need to ensure 'Is Hidden?' isn't toggled on. Get into the habit of keeping Apps hidden until they are ready to be used.

Make sure to click the 'Save' button when making any changes in order for them to be added to the next app version. Once you have made all the changes you need to an application you are then ready to publish it to workspace.