Checklist security
Prerequisite
- Access to the Configuration > Checklist menu.
Introduction
The security of a checklist grants certain people, teams, etc., permission to view or edit it.
For example, it is possible to allow the Document verification checklist to be viewed by all system users (public), but be edited by managers only.
Configuring the checklist security
1. Access the checklist data screen on edit mode.
2. Then, access the Security tab and enable the Private option.
3. Fill in the fields of the Edit and View columns in order to define the users, teams, departments, and/or positions that will have permission to perform the respective operations.
4. To do so, simply enter the name of the desired user, team, department, or position in the available field, then select the corresponding option from the list that will be displayed, or press ENTER on the keyboard.
5. After doing that, save the checklist record.
- If you keep the Public option selected, all system users will be able to view the checklist, but only the users defined in the Edit column will be able to make changes.
- Both the user who created the checklist and the system administrator will always have permission to access the record, even if they are not included in the lists.
Conclusion
Once defined and saved, the security configurations will be applied to the record.