TeamDesk Knowledge Base & Support

   Home      FAQ      Forum      Idea Exchange      Ask a Question      My Stuff      Help   
Restrict access rights to specific users (not just by role)

Sometimes we need to restrict access rights to specific users for an specific tab, dashboard, view... and it is not possible. For that we are forced to create a new role to find a solution for this issue.

Thanks, Alex.

Alexander Sepe
Date Created
5/18/2018 5:49:32 AM
Date Updated
1/26/2019 3:13:48 AM
Not Planned
Promoted By
Alexander Sepe
Kirill Bondar  Staff  5/18/2018 6:35:37 AM
Role is a way to group users with similar access rights together. Create one role per user and you'll be limiting access on a user basis.
cooper collier  5/18/2018 7:30:30 AM
This can be done in multiple ways.
Roles is the default and easiest way, this is directly built into teamdesk, and works everywhere.

You may also create your own groupings of users to supplement Roles. The works in most security places and the most important places.

We (WatersWebWorks) do this by adding a Table Called "TEAMS/GROUPS" and making a Many-Many Relation to User Properties. This allows us to assign a person to multiple "TEAMS/GROUPS"

We then use a Custom Formula in all the security areas to limit access.

We will be making Tutorials on Security in the near future.
If you are unfamiliar with Roles and cannot wait for the Tutorials (maybe a couple months, sorry), I would be happy to give you a very quick review of how they work, maybe 30 min, just email me at

Setting up Teams is much more complex. You will need to be very familiar with relations. If you are confident with relations and user properties table, I can show you the way to use them in security really quick.

If you are a bit "fuzzy" on relations.. (don't worry, we all are, I certainly am, and I made the tutorials,); I recommend you check out the new series of Tutorials we just made about relations first. You absolutely will need it to make Teams/Groups work.

The Relations Tutorial Series is not 100% done.. we have a couple more to make, the will be finished in the next week or so, unless life gets in the way! Probably before you can finish watching the current ones, unless you can manage to watch them all back to back without going into a coma!!

You can find the videos here

Accounts 1/26/2019 3:13:48 AM
HI I need to give someone access to a table and to configure an email notification

They currently have access to invite new users as we have external users that need to be invited

We need them to have access to the email notifiction as we send out invites and we embed the photo etc into the email notification field.

However we don't need them to have access to anything else

Back to Search Results