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John Cardinal
2021-06-15 23:33:39 +00:00
parent 5ee1159a5c
commit e7908a0776
2 changed files with 71 additions and 14 deletions
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docs/8.0/ayanova/docs/adm-global-settings.md
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@@ -10,12 +10,12 @@ This section controls the rights granted to Customer type users (known as **"Con
Each feature that Contacts have access to in AyaNova is listed with controls to grant or deny rights to that feature:
* **Active** checkbox - enables or disables this particular feature entirely
* **Tagged With** tag control - grants access to those Contacts, Customers or Head Offices (checked in that order) with **any** matching tags
* **Not Tagged With** tag control - denies access to those Contacts, Customers or Head Offices (checked in that order) with **any** matching tags
* **Tagged With** tag control - grants access if tags on Contacts, Customers or Head Offices (related to Contact user) have **any** matching tags
* **Not Tagged With** tag control - denies access if tags on Contacts, Customers or Head Offices (related to Contact user) **any** matching tags
"Active" has the highest priority followed by "Not tagged with" and lastly "Tagged with". This means "Not tagged with" takes precedence over "Tagged with" if both match a Contact.
"Active" has the highest priority followed by "Not tagged with" and lastly "Tagged with". This means "Not tagged with" takes precedence over "Tagged with" if both match a Contact or it's ancestors tags.
Note that tags are matched to **any** single matching tag in the selected tags. This means the tags "red, green, brown" will match to a Contact tagged with any one of "red", "green" or "brown".
Tags are matched to **any single** matching tag in the selected tags. This means the tags "red, green, brown" will match to a Contact tagged with any one of "red", "green" or "brown".
### Customer Access settings