How to set up permissions on tabs, sections and properties
This tutorial goes through how you can set up permissions on tabs, section and properties to limit the access of users in certain roles
It is possible to set up permissions on tabs, sections and properties controlling who can see or edit them. This can be done on data models on catalogues, product structures and asset types.
Navigate to the data model
Navigate to the data model you want to limit access to. In this tutorial we set up permissions on a dynamic tab on the product model of a product structure.
To do this we navigate to Settings > Data models > Product structures > Product model > Model setup.
Product data model
Setting up permissions on tabs
Hover the mouse over the tab you wish to set up permissions on and click 'Edit tab'.
This will reveal the 'Edit tab'-page.
'Edit tab'-page
On the 'Edit tab'-page under Security settings we can choose to set up permissions for who can view or edit the tab.
In this tutorial we will require users to have a role with the permission 'Manage go green tab' to edit the 'Go green' tab, so we find it in the list of permissions. The list of permissions is made up of system permissions and custom permissions and is sorted alphabetically, with the syntax '[Permission group] - [Permission name]'.
Having set up the required permission click 'Submit' and 'Save' the changes to the product structure.
The tab will now only be editable by users with a role that has the 'Manage go green tab' permission.
Setting up permissions on sections
Having set up an 'edit' permission on the tab, we want to limit the view access on a section. To do this we open the tab containing the section.
Product data model
Hover the mouse over the section you wish to set up permissions on and click 'Edit section'.
This will reveal the 'Edit section'-page.
'Edit section'-page
On the 'Edit section'-page under Security settings we can choose to set up permissions for who can view or edit the section.
We want to limit the view access to users with a role that has the permission 'View go green documents'.
'Edit section'-page
Having set up the required permission click 'Submit' and 'Save' the changes to the product structure.
The section will now only be viewable by users with a role that has the 'View go green documents' permission.
Setting up permissions on properties
Having set up a 'view' permission on the section, we want to limit the view access further, this time on a property. To do this we open the section containing the property.
Product data model
Hover the mouse over the property you wish to set up permissions on and click 'Edit property'.
This will reveal the 'Edit property'-page.
'Edit property'-page
On the 'Edit property'-page under Security settings we can choose to set up permissions for who can view or edit the property.
Pick a permission and click 'Submit' and 'Save' the changes made to the product structure.
