Setting up a Special Public Access Group

Owned by Sandra Rambo (Unlicensed)
Jul 15, 2019
2 min read

Setting up access rights is done on a field-by-field basis. this allows you to give access to some fields and not others. Follow these instructions to set up the group and assign access.

  1. Click "Administration" under the "User" tab
  2. Click the "Access Control Lists" tab
  3. Click the "Public User Roles" link under the blue "Add" button
  4. Click "Add Public User Role"
  5. Fill out the page
    1. Name: This name should be descriptive like "Contractor Access" or "Special Public Access"
    2. Valid: This should be left to "Yes"
    3. Click "Add This Public User Role"
  6. Click the "Public Users" tab
  7. Click the "Groups" link under the blue "Add" button
  8. Click "Add Public User Group"
  9. Fill out the page
    1. Name: This name can be the same as the Role name from step 5a
    2. Description: Optional, for additional explanation
    3. Role: Choose the role that was created in step 5
    4. Valid: Leave set to "Yes"
    5. Public User Selection: Able to choose which users should be part of this group
    6. Click "Add this Public User Group"
  10. Click the "App. Groups" tab near the top of the page
  11. Click "Manage" next to the App Group you want to give this group access to
  12. Click "Modify" next to the App Type you want to give this group access to
  13. Edit the access control grid at the bottom of the page
    1. Click the check boxes in the row labeled with the name of the Public User Role you created in step 5
    2. Click the checkbox in the "View, List Applications" column to allow the users in this group to see the already entered applications
    3. Click the checkbox in the "Add Applications" column to allow the users in this group to enter new application
  14. Click "Save & Exit"
  15. Click "Manage" next to the App Type you want to give this group access to
  16. Click "Modify" next to a section you want to give this group access to
    1. Click the check box in the row labeled with the name of the Public User Role you created in step 5
  17. Click "Save & Exit"
  18. Repeat this for all the sections you want to give access to
  19. Click "Fields" next to a section that you gave access for
  20. Click "Modify" next to a field you want to give the group access to
    1. Click the check box in the column labeled "Read" and the row labeled with the name of the Public User Role you created in step 5
  21. Click "Save & Exit"
  22. Repeat this for all the fields you want to give access to