The Record Access Module

The Record Access module manages access to records. Record Access is used for defining default values for record access. The purpose of the Record Access module is:

• Based on the role of the contacts attached to documents, you can define which parties by default are granted record access.
• Based on the document group registered on the document, you can define which documents by default are open for record access.

Roles

The roles are custom labels for contacts attached to documents. The roles must preexist in the Custom Label module, domain AP, Document contacts.

In the Record Access module, you can exclusively register default access for contacts attached to documents. You can make this function work for contacts attached to cases as well. To accomplish this you must create identical roles both for contacts attached to documents and for contacts attached to cases.

If the role "Complainant" by default is to grant record access for contacts attached to documents as well as for contacts attached to cases, you must create the role "Complainant" both as a label belonging to label type AP and as a label belonging to SP.

Document groups

The document groups employed must be registered in module Custom Domain as a value in domain type AG.

Prerequisites for managing Record Access

The prerequisite for gaining access to the Record Access module is the access code PROFILADM.

Click Operation > Record Access to open the module.