Restrict Access to Item Types#

You can restrict access to specific item types for each role. By default, a role can access all item types. For example, you can give customers access to only a specific item type, but your employees to all.

You must be logged in as a system manager or system administrator.

  1. Go to Administration. In the main menu, select Customize > User Roles.

  1. Select a role by clicking on it, then click on Item Type Assignment in the toolbar. By dragging item types from one column to another, you can provide or restrict access to item types. If you have no item types in the right column, all item types are available to you.

  1. When you are finished, click the “Done” button in the lower right corner of the configuration pop-up window.

You have now restricted access to some item types for users who have this role in a workspace.