Managerial Functional Restrictions have 4 restrictions available for each entity: Add, Edit, Delete and View. Some of these restrictions have no effect, or work slightly differently, depending on the entity being restricted. The available entities upon which restrictions may be made will vary depending on the CATSWeb options installed.
Here is a summary of how the restrictions work for standard entities:
- Categories (Forms)
- Add Restricted - Prohibits adding new categories (forms).
- Edit Restricted - Prohibits modification to the category record.
- Delete Restricted - Prohibits deleting categories (forms).
- View Restricted - Prohibits viewing the category record.
- Child Subforms
- Add Restricted - Prohibits adding new Child Subforms.
- Edit Restricted - Prohibits editing of Child Subform records. Also disables links to the record edit page.
- Delete Restricted - Prohibits deleting Child Subform records.
- View Restricted - Prohibits viewing Child Subform records, including the list of records.
- Data Links
- Add Restricted - Prohibits adding new Data Links.
- Edit Restricted - Prohibits editing of Data Link records. Also disables links to the record edit page.
- Delete Restricted - Prohibits deleting Data Links.
- View Restricted - Prohibits viewing Data Links records, including the list of records.
- Database Properties
- Add Restricted - No effect. Database Properties are a single record that is edited, adding has no meaning.
- Edit Restricted - Prohibits editing of Database Properties. The Database Properties may still be viewed in read-only mode.
- Delete Restricted - No effect. Database Properties can never be deleted.
- View Restricted - Prohibits viewing Database Properties.
- Departments
- Add Restricted - Prohibits adding new Departments.
- Edit Restricted - Prohibits editing of Departments. Also disables links to the record edit page.
- Delete Restricted - Prohibits deleting Departments.
- View Restricted - Prohibits viewing Departments, including the list of records.
- Drill Down Links
- Add Restricted - Prohibits adding new Drill Down Links.
- Edit Restricted - Prohibits editing of Drill Down Links. Also disables links to the record edit page.
- Delete Restricted - Prohibits deleting Drill Down Links.
- View Restricted - Prohibits viewing Drill Down Links, including the list of records.
- Drill Down Restrictions
- Add Restricted - Prohibits adding new Drill Down Restrictions.
- Edit Restricted - No effect. Drill Down Restrictions can never be edited, only added or deleted.
- Delete Restricted - Prohibits deleting Drill Down Restrictions.
- View Restricted - Prohibits viewing Drill Down Restrictions, including the list of records.
- E-mail Configuration
- Add Restricted - No effect. The E-mail Configuration is a single record that is edited, adding has no meaning.
- Edit Restricted - Prohibits editing the E-mail Configuration. The E-mail Configuration may still be viewed in read-only mode.
- Delete Restricted - No effect. The E-mail Configuration can never be deleted.
- View Restricted - Prohibits viewing of the E-mail Configuration.
- E-mail Submissions
- Add Restricted - Prohibits E-mail Forwarding of Issue, Action and Subtask records, after the user attempts to submit their E-mail message. To eliminate the Forward Copy by E-mail link from a form, set the Forward by E-mail functional restriction on the form (category) itself. This restriction also prohibits a user from requesting an immediate Task List E-mail message.
- Edit Restricted - No effect, E-mail messages can never be edited.
- Delete Restricted - No effect, E-mail messages can never be deleted.
- View Restricted - No effect, CATSWeb provides no standard means of viewing E-mail messages.
- Employee Departments
- Add Restricted - Prohibits adding new associations between Employees and Departments, either via the Department Membership section of the Employee form, or the Department Employees section of the Department form.
- Edit Restricted - No effect, Employee Department associations can never be edited.
- Delete Restricted - Prohibits deleting Employee Department associations.
- View Restricted - Prohibits viewing and adding Employee Department associations.
- Employees
- Add Restricted - Prohibits adding new Employees.
- Edit Restricted - Prohibits editing Employees.
- Delete Restricted - Prohibits deleting Employees.
- View Restricted - Prohibits viewing Employees, including the list of records.
- Event Hooks
- Add Restricted - Prohibits adding new Event Hooks.
- Edit Restricted - Prohibits editing Event Hooks.
- Delete Restricted - Prohibits deleting Event Hooks.
- View Restricted - Prohibits viewing Event Hooks, including the list of records.
- Field and Functional Restrictions
- Add Restricted - Prohibits adding new Field or Functional Restrictions.
- Edit Restricted - Prohibits editing of Functional Restrictions for Issue, Action, Subtask and Subform forms. Field Restrictions and Managerial Functional Restrictions are not affected, since they can only be added or deleted.
- Delete Restricted - Prohibits deleting Field or Functional Restrictions.
- View Restricted - Prohibits viewing Field or Functional Restrictions, including the lists of records.
- Field Definitions
- Add Restricted - No effect, field definitions may only be edited.
- Edit Restricted - Prohibits editing Field Definitions.
- Delete Restricted - No effect, field definitions may only be edited.
- View Restricted - The Field Definitions button causes sample forms to be shown, but the items (fields) in the Available Fields list are not shown.
- Field Order Edits
- Add Restricted - No effect, field orders may only be edited.
- Edit Restricted - The Edit Field Order button causes sample forms to be shown, but the normal list of fields with editable order settings is not shown.
- Delete Restricted - No effect, field orders may only be edited.
- View Restricted - No effect.
- Groups
- Add Restricted - Prohibits adding new Groups.
- Edit Restricted - Prohibits editing Groups.
- Delete Restricted - Prohibits deleting Groups.
- View Restricted - Prohibits viewing Groups, including the lists of records.
- Intelligent Lists
- Add Restricted - Prohibits adding new Intelligent Lists.
- Edit Restricted - Prohibits editing Intelligent Lists.
- Delete Restricted - Prohibits deleting Intelligent Lists.
- View Restricted - Prohibits viewing Intelligent Lists, including the lists of records.
- Interface Preferences
- Add Restricted - Prohibits adding new Interface Preferences.
- Edit Restricted - Prohibits editing Interface Preferences.
- Delete Restricted - Prohibits deleting Interface Preferences.
- View Restricted - Prohibits viewing Interface Preferences, including the lists of records.
- Link Graphics
- Add Restricted - No effect, Link Graphics may only be edited.
- Edit Restricted - Prohibits editing Link Graphics.
- Delete Restricted - No effect, Link Graphics may only be edited.
- View Restricted - Prohibits viewing Link Graphics, including the lists of records.
- List Items
- Add Restricted - Prohibits adding new List Items.
- Edit Restricted - Prohibits editing List Items.
- Delete Restricted - Prohibits deleting List Items.
- View Restricted - Prohibits viewing List Items, including the lists of records.
- Lists
- Add Restricted - Prohibits adding new Lists.
- Edit Restricted - Prohibits editing Lists.
- Delete Restricted - Prohibits deleting Lists.
- View Restricted - Prohibits viewing Lists, including the lists of records.
- Personalities
- Add Restricted - Prohibits adding new Personalities.
- Edit Restricted - Prohibits editing Personalities.
- Delete Restricted - Prohibits deleting Personalities.
- View Restricted - Prohibits viewing Personalities, including the lists of records.
- Proxy Signature Permissions
- Add Restricted - Prohibits adding new Proxy Signature Permissions.
- Edit Restricted - No effects Proxy Signature Permissions cannot be edited.
- Delete Restricted - Prohibits deleting Proxy Signature Permissions.
- View Restricted - Prohibits viewing Proxy Signature Permissions, including the lists of records.
- Rules
- Add Restricted - Prohibits adding new Rules.
- Edit Restricted - Prohibits editing Rules.
- Delete Restricted - Prohibits deleting Rules.
- View Restricted - Prohibits viewing Rules, including the lists of records.
- Sessions
- Add Restricted - No effect, Sessions cannot be added.
- Edit Restricted - No effect, Sessions cannot be edited.
- Delete Restricted - Prohibits deleting Sessions.
- View Restricted - Prohibits viewing the list of Sessions.
Managerial Functional Restrictions may also be
available for optional entities associated with optional features (ex:
Components, Subcomponents, etc.) and work in similar
ways.
|