Creating Data Access Rules
To create Data AccessRules:
1. In Max Admin, click User Management (
) > , and then in the list view, in the top left corner, click Create (
).
) > , and then in the list view, in the top left corner, click Create ().2. On the New Data Access Rule page, complete the fields as follows, and then in the top left corner, click Save and Close (
).
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Field
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Description
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Name
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Enter a name for the Data Access Rule that describes its purpose.
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Related Object
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Select the object to which you want to apply rule-based access restrictions.
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Actor
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Select the Role, Group, or user to which you want to apply the rule.
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Filter
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Enter a Boolean expression to specify filtering criteria, for example, core_address_country = 'Germany'.
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Hard Constraint
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Select the check box to specify that the condition must always be met.
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• You can define combinations of Data Access Rules to grant Permissions based on multiple values, or specify multiple conditions in a single expression. For example, to grant access only to records from Germany and France, you can create a rule with a Filter value of core_address_country = 'Germany' OR core_address_country = 'France'. To further restrict record access to show only high-priority records, you can update this Filter value to (core_address_country = 'Germany' OR core_address_country = 'France') AND priority = 'High'. In scenarios where many rules are defined for records of a specific object, you might find it more convenient to define one rule for each filtering condition, so that each rule can be modified individually without the need to open and edit multiple records. If you choose to take this approach, be sure to select the Hard Constraint check box to ensure all rules are applied as intended.
• Users who have the System Administrator role can see all records, regardless of whether Data Access Rules are defined at the user, Group, or Role level.
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