By default, access to Child and Custom grids are based on a User’s or Group’s access to the Parent module. For instance, if a user/group only has Read Only access to the Document module, they would not have the ability to add an attachment to a Document record.
With a Child/Custom Grid Override, a user/group can be given access to attach new documents, but not make other changes to a Document record.
The Child/Custom Grid Override can only be used to add access, not take it away. As an example, if a user/group has access to Admin for the Documents module, then the Override cannot be used to restrict that user/group’s ability to delete attachments.
NOTE It may be desirable to first create a new group or role dedicated to this rule, so it can be easily referenced or modified later. These instructions assume that a role has been created. If you need assistance in creating roles, please see this article.
1. As an Admin, open the IQS Menu, expand the Administration module, and select “Child/Custom Grid Security”.
2. Click on the ‘+’ icon to start a new Child/Custom Grid Security record.
3. Enter a Description.
4. Choose the access type.
Read allows a user to view the grid and its contents.
Create allows a user to add information to the grid.
Update allows a user to change existing information in the grid.
Delete allows a user to delete existing information in a grid.
5. Select the role that a user will need to have this access.
6. Choose the Module -> Grid that this access will apply to.
7. Choose whether the rule applies to a Child grid or Custom grid.
8. Pick the specific child grid that the rule will apply to.
9. Uncheck Parent Access Required to activate the rule.
When “Parent Access Required” is checked, it enforces the Parent role in Child and Custom grids. To disable that enforcement and to activate the rule, it should be unchecked.
10. Click on the save icon to save the changes. After it is saved, it will be assigned a number and the Listing ID, Child Type, and Child Option fields will be locked from editing.