Access

Access to a record depends on the following factors:

• The user's record permissions
Example



Record permissions in the security role

• Whether the user created the record
Example



Author section in the Sharing panel of the record

• Whether the record is a draft
Example



Draft status in the Information panel of the record

• The sharing setting for the record type in the record settings
Example



Sharing setting in the record settings

• The sharing setting in the record
Example



Sharing setting in the record

Portfolio administrators have access to all project records, including drafts created by other users.

Access overview

This diagram provides an overview of how record access works.

Access quiz

Take the quiz to see if a user has access to a particular record.

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Is the user a portfolio administrator?

Yes No

View permission

Does the user have the View permission for this record type?

Yes No

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Original record author

Did the user create this record?

Yes No

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Workflow status

Is this record a draft?

Yes No

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Sharing setting for the record type

In the record settings, is sharing set to the entire project?

Yes No

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Sharing setting for the record type

In the record settings, are members of the primary company granted access to all records of this type?

Yes No

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Sharing setting for the record type

Is the user a member of the primary company?

Yes No

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Sharing setting for this record

In this record, is sharing set to the entire project?

Yes No

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Sharing setting for this record

Is the user a member of a participating company for this record?

Yes No

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Result

clear The user does not have access to this record.

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Result

check The user has access to this record.

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