Summary

It is sometimes necessary to restrict the data that user types have access to in Oneserve, such as in the case of a subcontractor or client portal. Oneserve's search views and corresponding user type rights allow you to control the level of access afforded to different user types.

Guide

In order to create a locked-down view for user types, the following actions can be taken:

1. Remove the SEARCH_PAGE_SHOW_ALL user type right from the user type. This will prevent users of this user type from accessing the "All " views in the search pages
2. Remove the MANAGE_SEARCH_CRITERIA user type right from the user type. This will prevent users of this user type being able to create and modify their own search views and will restrict them only to what has been shared with them
3. Remove any of the following rights to remove access to the associated pages:
   1. SITE_LIST - Remove access to the site search page
   2. ASSETL - Remove access to the asset search page
   3. APPOINTMENT_LIST - Remove access to the asset search page
4. Remove the QSEARCH to remove access to the Quick Search

Once you have restricted the user type's access, you can create search views and share these with the user type to curate their Oneserve experience.