Controlling Data Sharing in Propertybase - Part 1 | Setting up Roles

 

What are roles?

While we have already looked at roles in Propertybase, this video will focus on the implications for data security. Roles control the flow of data. By default, the data is visible to all roles above the record owner. Roles are assigned to users according to their position in your organization.

Why are roles important?

Setting your roles up correctly is the first step to creating the sharing model you need. By setting your roles up correctly, you can then finish out the setup with organization wide defaults and sharing rules you can get access to records to those who need it.

Please continue this video series with: Controlling Data Sharing in Propertybase – Part 2 | Organization Wide Defaults

Powered by Zendesk