User Access to Dataset Records

Users are granted access to records in datasets through the Dataset Lookup and Dataset Update permissions:

Permission Description
Dataset Lookup  Grants read access to dataset record data.
Dataset Update  Grants write access to dataset record data.
Grant Users Access to Dataset Records

To grant a user access to dataset records, edit the user account and grant the required permissions:

  1. Click Database in the top navigation bar and select User Permissions.
  2. Select a user.
  3. Click Edit User.
  4. Navigate to the Permissions tab.
  5. Select the Dataset Lookup and/or Dataset Update permission.

dataset_permissions.png

Important!

In order for a user to search for a dataset record in the database, the user must be granted the read permission of the associated query base. This will enable the user to search within the dataset using record lookup, and will include records from the dataset in the search results using the global search bar.

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