Restrict Data Access

Platform admin can restrict the data access for the non-admin users using the Custom Fields.

Configuring the Custom Fields Settings

• Navigate to the Admin Module.

• Access the Admin panel.

• Click the Configurations option.

• Click on the Custom Field Settings option.​

• The Custom Field Settings page opens.

• Click the Add icon to insert a new field.

• A new field gets added.

• Provide the required information to create new Custom Fields. E.g., Provide information / select an option for each given column such as Key, Input type (select any one option out of Manual or Lookup), Description, and Mandatory (select any one option out of Yes or No).

• Click the Save icon to save the configured Custom Fields.

Saving a new Custom Field

• A confirmation message appears when the newly created Custom Field(s) gets added.

Please Note: The user can access the Admin module from the Apps menu.

Accessing the saved Custom Fields under the New User Form

• The saved Custom Fields appear under the New User form.

The added Custom Fields appear under the New User creation form

• You need to pass the values for the mandatory custom fields to complete the new user creation.

• Click the Create option.

Passing the Custom Field value while creating a new user

Please Note: The user's data access is restricted based on the Custom fields. E.g., In this case, the newly created user will only have access to see data limited to Bangalore city.