Create custom TeamLink Portal security roles

Custom security roles enable administrators to define user access to the TeamLink Portal. Permissions can be specified at the feature level to ensure that each user has the appropriate level of control.

1. Go to Settings () > TeamLink Portal.

2. In the TeamLink Security Roles section, select Add.

3. Enter the Role Name.

4. In the Select the Features and Permissions for this role section, select the Features to which the role will have access.

5. For each selected feature, do the following:

   1. To provide read access, ensure that the Allow Read option is selected and select the Read Access Type as follows:

      • To provide read access to the feature records for all projects regardless of whether the company is referenced on them or not, select All.

      • To provide read access only to the feature records that reference the company, select Referenced Only.

      • To provide no read access to the feature records even if the company is referenced, select No Access.

   2. If applicable, to enable users with this role to add records, select the Allow Add.
6. Select Save or Save & Close.