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Access Controls (Object Access)

on 09-30-2024 12:00 AM by SnapApp by BlueVector AI

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Object access defines the highest level of security for objects, setting basic sharing rules for all users. These rules determine who can read, write, and view object data. New objects come with default sharing rules that you can adjust as needed. It is the fundamental security setting for objects, establishing basic sharing rules for all users. These rules control who can read, write, and view object data. Sharing rules are set when a new object is created. It is advisable to grant the minimum access necessary to maintain security.

Table of Contents

Change Object Access Rules:

object-Image 1. Open Settings from the User menu. 2. Select Object Access from the Access Control dropdown menu. 3. Search for the object whose sharing rule you want to modify. 4. Choose the appropriate sharing rule from the dropdown. Your selection will be saved automatically.

Share Types

Share Type Description
Private Only the owner can access and view the object data.
Public Read/Write Everyone can view and edit the object data.
Public Read Only All users can view the object data, but only the owner can edit it.
Controlled by Parent Used for template-type objects, where the object inherits the sharing rules from its parent.

By following these guidelines, you can effectively manage object access and ensure that your application’s data remains secure and properly shared.

Create and Manage Sharing Rules

What is a Sharing Rule?

Sharing rules allow you to control data flow between users or queues. Configure these rules using Data Access Roles or Record-level settings.

Create a Sharing Rule

sharing-rules 1. From the Access Control dropdown, select Sharing Rules+ Add New

![addnewsharingrule Image](https://storage.googleapis.com/snapapp/images/Access%20Controls/Screenshot%202024-06-24%20at%2018-30-53%20Community%20-%20Create%20Sharing%20Rule.png)
  1. Fill in the required information.

    Field Description
    Name Specifies the name of the sharing rule.
    Object ID Identifies the object to which this sharing rule applies.
    Rule Type Defines the type of record sharing, including lists of records or records under a data access role.
    Rule Type Record Represents the ID of the record or data access role.
    Rule Type Formula An expression that returns a list of records.
    Share with Type Indicates whether the sharing is with a user or a queue.
    Share with Record Represents the ID of the user or queue.
    Share With Formula An expression that returns a list of user IDs.
  2. Select the appropriate options from the dropdown menus for Rule Type and Share Type → Save

Rule Types:

Rule Type Description
Record Apply the rule to specific records. If the user is not listed, add a new user via the dropdown.
Data Access Role Apply the rule based on data access roles.

Share Types:

Share Type Description
User Share data with a specific user. Add a new user if they are not listed in the dropdown.
Queue Share data with a queue.

Edit a Sharing Rule

  1. From the Sharing Rule list view, click Edit next to the Sharing Rule you wish to configure → Save

Delete a Sharing Rule

  1. Open Settings from the User menu.
  2. Select Sharing Rules from the Access Control menu.
  3. Search for the Sharing Rule you want to delete in the list.
  4. Click the .

You need Delete permissions on the object in one of the permission sets assigned to your user role.

By following these steps, you can effectively create, configure, and manage sharing rules to control data flow in your application.


Thank you for following these steps to effectively manage your SnapApp access control (Object access) settings. If you have any questions or need further assistance, please reach out to our support team. We’re here to help you get the most out of your SnapApp experience.

For support, email us at snapapp@bluevector.ai


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