Policies¶
Policies are used in Lime CRM to control the read and write access to lime types and their properties.
Examples:
- 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:
Denomination | Name | Description |
---|---|---|
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:
- Filters
- Views
- Templates
- Reports