8.3. Data Sets
8.3. Data Sets:
Data Sets give you the ability to provide access privileges to the set of records for a specific group of people. You can create data sets and assign them to the respective employees and let them handle the records. Read More
Create Data Sets:
1. Log in and access any App from the universal navigation menu bar.
2. Go to Settings > Security > Data Sets and click the Create button.
3. Enter the Name, Description, Enabled, and Criteria. Click Create, and the dataset will be created.
Assign Data Sets:
1. Click Data Access Sets under Security.
2. The Data Access Set page will be displayed in the right pane.
3. To assign data sets to a particular employee, click the Add button.
Data Sets was last modified: March 10th, 2023 by