Policies are used in Lime CRM to control the read and write access to lime types and their properties.
- Only Adminstrators can create new coworkers.
- Only members of the Finance group can edit the invoice total.
- Members of Sales can read time reports, but only Consultants can create and modify them.
Policies provides the granularity below per user group:
|R||Read||Gives read access to a table or field. Without this access a user cannot see the field or table|
|W||Write||Makes it possible to modify existing data in a table/field|
|A||Add||Makes it possible to add new records in a table|
|D||Delete||Makes it possible to delete records in a table.|
Policies are managed in LISA under the "Security -> Policies" node.
Additionaly, the Lime CRM Desktop client uses policies to control: