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How To Set Record Level Permissions

Any record in Argenta can be locked or set to view only.

Choosing to lock a record prevents users from viewing or updating it, unless...
  • They created the record.
  • They are a master admin.
  • They are given specific permission to access the record on the Record Permissions Tab in the record workspace.
Records can be restricted to View Only access. Users can open and view the record, but they cannot modify it in any way unless...
  • They created the record.
  • They are a master admin.
  • They are given specific permission to modify the view only record on the Record Permissions Tab in the record workspace.
Every record workspace in Argenta has a Record Permissions Tab.
 
You can give any user access to records marked as Locked (locked records).
  1. Switch to the Record Permissions tab.
  2. In the Locked Record Access section on the right side, start typing the user's name in the Add User box and choose them from the list.
  3. Click the Add button.
  4. You will see the user in the list.
You can give any user access to modify or delete records marked as View Only.
  1. Switch to the Record Permissions tab.
  2. In the View Only Access section on the left side, start typing the user's name in the Add User box and choose them from the list.
  3. Click the Add button.
  4. You will see the user in the list.
To remove a user's record level permissions, whether for Locked Records or View Only Records, simply click the corresponding remove icon in the list.
 
 
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