Restricting User Access to Addresses
In order to restrict User access to certain address types, for example, the home address, you first need to assign an Access Group to the address type.
To do this,
- Navigate to System Tools > List Manager > Address Types (All).
The AG column stands for Access Group. It illustrates the Access Group each Address Type is under.
- To modify the Access Group, open the Address Type (for example, Home) and select Next.
- Select the relevant Access Group from the dropdown menu (for example, Address Access Group 3) and select Next and continue to do so until complete.
The final step is to remove access rights to this address type from the relevant User Role. To do this:
- Navigate to System Tools > System Security > User Roles.
- Open the relevant User Role and select Next.
- Scroll down the list of User Role Rights until you reach Address Security.
- Deselect the relevant Address Access Group, noting that if you are using Security Groups which are using the Remove Rights and Continue Roll-Up Security Group option, this Access Group will need to be selected in order for it to be removed from the relevant User's access rights.
- Select Finish.
Any Users with the selected User Role will no longer be able to view any addresses that have been assigned to Access Group 3.
The previous screenshot shows the Individual Details page with no access to the Home address, as this Address Type was assigned to Access Group 3 and access to this group was removed from the User Role.
If you want to restrict access to all Individual addresses, this option can be deselected in the relevant User Role, noting that if you are using Security Groups which are using the Remove Rights and Continue Roll-Up Security Group option, this option will need to be selected in order for it to be removed from the relevant User's access rights.
