Skip to main content
Skip table of contents

Record Level

Record Level, or Row Level, Security grants or restricts users' access and capabilities to individual records. Record level security can be applied using Secured Lists, Tab Filters, or a combination of the two. These configurations are implemented per Role (i.e., they are configured separately for each Role).

Secured Lists

Secured Lists are used to control what actions are possible on an item tab, based on the user’s Role. Read the Secured Lists page to learn more, including how to configure Secured Lists.

image-20250411-212631.png

Secured List, Schedule Status, allowing all actions for the Administrators Role

Tab Filters

Tab filters are used to control what content is visible on an item tab based on the user’s Role. Read the Tab Filters page to learn more, including how to configure and apply Tab Filters.

image-20250411-212708.png

Tab Filters prevent display of deleted items for the General Role.

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.