Have a role where a consultant can access automations but where we can hide tables
Loic LeMener
I have some sensitive client data that I don't want consultants to see but I want to give them access to a Solution in a way they can access automations. For example, I want a consultant to be able to create "Task" table automations without seeing my "Client" table that has sensitive info. Right now, to access automations, you have to be a Solution Manager which doesn't allow me to hide tables. Thanks!
Loic LeMener
Hi Jon,
- I would like them to have access to my entire "task" table though it would be nice if the field permissions would override the "Solution Manager" role as well. That way I could even give a consultant access to my "Clients" table if need be but hide fields like last name, Tax ID number etc...
- Other than potentially hiding a field as in item 1, I'd want them to be able to do everything else to do as fancy of build outs as they need to
- Yes! Table by table and even field by field would be great. Basically the existing functionality but having them have access to automations.
Thanks!
Jon Darbyshire
Hello Loic LeMener! I have a few more questions for you:
- Can you provide more details on the level of access you would like the consultants to have over the 'Task' table automations?
- Are there any specific actions within the 'Task' table automations that you would like the consultants to perform or not perform?
- Would you like this role to be customizable, allowing you to choose which tables can be hidden or visible to consultants on a case-by-case basis?