Configure member group permissions for grid pages

Availability of certain features on grid pages is configured through the member group permissions. Thus, these page features are available only for portal members that were assigned to a portal member group for which these features are allowed.

For certain page elements or actions, such as field visibility, general page settings, and toolbar commands, you can create several sets of permissions for each portal page to group them according to your business needs.

Member group permissions for grid pages

When you create or edit a grid page (a page with the icon), you can set up the following member group permissions:

• Hide menu item - This setting hides the navigation pane menu item that opens the grid page. It can be configured per member group. In the grid page settings, on the General tab, under Menu settings, in the Hide menu item setting, select one or several member groups, for which this page menu item will be hidden. Alternatively, you can select the ~All~ check box to hide it for all member groups (without the necessity to select every member group's check box) or select the Hide menu item check box to have all member groups selected at once.
  
• Field editability in an existing record - This setting specifies whether it will be possible to edit the value of a field on an existing record. To configure inline editability per member group, in the grid page settings, on the Grid tab, under Fields, select a field, and then, under Editable, select one or several member groups, for which this field will be editable on an existing record. Alternatively, you can select the ~All~ check box to make it editable for all member groups (without the necessity to select every member group's check box) or select the Editable check box to have all member groups selected at once.
  
• FIeld editability in a new record - This setting specifies whether it will be possible to edit the value of a field when the portal member is creating a new record with this field directly in the grid (without opening the detail page). To configure this setting per member group, in the grid page settings, on the Grid tab, under Fields, select a field, and then, under Editable on new, select one or several member groups, for which it will be allowed to edit this field in new records. Alternatively, you can select the ~All~ check box to allow using this field in new records for all member groups (without the necessity to select every member group's check box) or select the Editable on new check box to have all member groups selected at once.
  
• Field visibility - This setting specifies which fields on a grid will be visible. This setting can be configured per permission set (a set of permissions for all or a combination of portal member groups). Also, for this type of permission, you can create several permission sets if required. To configure field visibility per permission set:
  1. In the grid page settings, on the Permissions tab, under Member group permissions, select the icon to create a new permission set.
  2. Under Member group, select one or several member groups, for which the fields specified below will be visible. Alternatively, you can select the ~All~ check box to make the specified fields visible for all member groups (without the necessity to select every member group's check box) or select the Member Group check box to have all member groups selected at once.
     

     Note Member groups that you select here are common for three types of member group permissions settings: field visibility, general page settings, toolbar commands, and events. Therefore, the first two steps are performed only once for these three types of permission settings.

  3. After you have specified the member group(s), under Visible fields, select the fields that you want to be visible for the specified member groups.
     
  4. Optionally, you can create another permission set for field visibility (which also includes the general page settings and toolbar commands permissions), by selecting the icon under Member groups permissions and repeating steps 2 and 3.
     
• Page settings - This is a group of general grid page settings that can also be configured per permission set (a set of permissions for all or a combination of portal member groups).

• Toolbar commands - This is a group of commands that can be used to add actions to a grid page for the specified member groups. By adding these actions to a grid page, you can allow portal members that belong to the member groups of this permission set to perform various actions with records on the grid page.
  

• Events - Add JavaScript events if necessary to automate certain operations. You will be able to only add events that are based on the entity, specified on the Data source tab of the grid page. 

Whenever you make changes in page settings, ensure that you select Save and publish to save the changes and publish them on the front end. Optionally, you can select Preview to preview how the page will look like in the front end.