Record Visibility Settings By Role in Shape Software

Record Visibility by Role

Shape Software provides a flexible data sharing design that allows you to expose different data sets to different sets of users, so users can do their job without seeing data they don't need to see. Define how user roles within your system are able to view records.

By default, admins and managers can see all records and users can only see their assigned records. Customize your record visibility by role in your settings pages.

Manage Record Visibility by Role:  To manage your users access to viewing records, click on “Settings” option in the gradient navigation bar and find “Record Visibility by Role” on the left hand sidebar.

Manage Record Visibility by Role: To manage your users access to viewing records, click on “Settings” option in the gradient navigation bar and find “Record Visibility by Role” on the left hand sidebar.

Manage Record Visibility by Role:  To edit role visibility settings, click on the “Actions” dropdown and press “Edit”

Manage Record Visibility by Role: To edit role visibility settings, click on the “Actions” dropdown and press “Edit”

Manage Record Visibility by Role:  Your options for record visibility permissions are “Assigned Records Only” and “All Records.”

Manage Record Visibility by Role: Your options for record visibility permissions are “Assigned Records Only” and “All Records.”



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