Search tips
- To search in a subset of topics, click
in the search field and select a filter.
- To search for a specific word or phrase, add quotation marks around it (example: "budget column") in the search field.
- To remove highlighting on the search terms in a topic, click
.
- To search within a topic, click
, press Ctrl+F, and enter the search term.
Access
- The user's record permissions
- Whether the user created the record
- Whether the record is a draft
- The sharing setting for the record type in the record settings
- The sharing setting in the record
![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)
![Record permission](../../Resources/Images/Online_Help/Record-Permission.png)
Record permissions in the security role
![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)
![Record author in Sharing panel](../../Resources/Images/Online_Help/Record-Author.png)
Author section in the Sharing panel of the record
![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)
![Draft workflow status](../../Resources/Images/Online_Help/Record-Status-Draft_OLD.png)
Draft status in the Information panel of the record
![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)
![Sharing setting in record settings](../../Resources/Images/Online_Help/Settings-Record-Sharing.png)
Sharing setting in the record settings
![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)
![Sharing setting in record](../../Resources/Images/Online_Help/Record-Shared-With.png)
Sharing setting in the record
Portfolio administrators have access to all project records, including drafts created by other users.
![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)
This diagram provides an overview of how record access works.
![Record access workflow diagram](../../Resources/Images/Online_Help/Record-Access-Workflow.png)
![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)
Take the quiz to see if a user has access to a particular record.
Start the quiz
Is the user a portfolio administrator?