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:
- 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 - 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 - Remove any of the following rights to remove access to the associated pages:
SITE_LIST
- Remove access to the site search pageASSETL
- Remove access to the asset search pageAPPOINTMENT_LIST
- Remove access to the asset search page
- 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.