Restricting user access to an action

You can prevent specific users from performing certain actions.

Before you begin

To perform a primary action such as modify, submit, delete, or import, the current user must be in the access control list for both the primary action and all the base actions.

Procedure

  1. Start the Designer.
  2. Expand Record Types > States and Actions, and double-click Actions.
  3. In the Actions grid, select the Access Control cell of the action that you want to restrict. Then click the down arrow and select the type of access control to associate with the action:
    • Select Scripts to write your own access-control hook that restricts access to this action based on the criteria that you define. For example, you can write a hook that allows users who have Super User privileges to perform an action.
    • Select ALL USERS (the default setting) to allow any user to perform the action.
    • Select USER GROUPS to select the groups can perform this action.