About Data Permissions

You can use data permissions to define which Security Users and Security Groups can access records associated with a given family. By setting up data permissions, you can determine whether users will be able to view, modify, create, and delete records belonging to particular families.

For example, a Security User with Create permissions on the Equipment family will be able to create new Equipment records, while users with View permissions on the Equipment family will only be able to search for and view existing Equipment records.

Data permissions can be defined for both entity families and relationship families. For each family, you can define View, Update, Insert, and Delete permissions, but the functionality associated with each level of permissions is slightly different for entity families and relationship families.

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