Record access tab

Each Object record includes a Record Access tab in the side panel.

This tab can be enabled from the View menu in the top-right corner of the page.

You can access this tab if you are one of the following:

• Owner of the Object class to which the record belongs
• Owner of the record
• A user with a Super admin account type

The Record Access tab shows which user is the Owner of the record and which users have access through a Record Permission Set.

The user who manually creates a record automatically becomes the Owner. However, the Owner can be changed using an API Call in a sequence.

Components

The Record Access tab contains the following components:

1. The record Identifier
2. Owner/Assignees counter - changes when the dropdown menu is used to filter users
3. Give access button
4. Users search field - users with a 1 time completion account type are not available
5. Dropdown menu with options:
   • All - shows the Owner and Assignees from all Permission Sets for the record
   • Owner - shows the record Owner
   • names of all available Record Permission Sets created on the Object class, shown in alphabetical order
6. Owner/Assignees list

If a record has no Owner or Assignees, the tab displays the message:

No results
No one has been given access

What you can do from this tab

From this tab, you can:

• assign, change, or remove the Owner
• grant access to users through Record Permission Sets
• remove user access from Record Permission Sets

Things to remember

1. A record can have only one Owner but multiple Assignees through one or more Record Permission Sets.
2. Record Permission Sets are created on the Object class.
3. A Record Permission Set can have up to 100 Assignees.

Autologyx Classification: Unrestricted, Public