Presets
Presets are a great way to create pre-defined permissions that can be easily used when sharing collections and/or records with others.
Please note, if a user doesn't have the system right "Allow to Set Individual Permissions for Shares", presets are the only way to share collections or records with others.
Context
First, choose if you want to create a preset for records or for collections.
Records
The preset will be available when adding permissions to individual records. Only available for object types that have "Individual permissions per record" enabled in the data model.
Collections
The preset will be available when sharing collections.
Presets
Create new presets by clicking on the plus button on the bottom and use the minus button to delete presets. You can change the order of the presets by using the little drag handle that appears before each preset.
Presets can be seen by all users that can share records or collections. Presets can't be hidden for specific user groups.
Settings
General
ID
ID of the preset. Will be generated automatically.
Name
Set a name of the preset. This name will be shown when choosing presets for sharing.
Description
Add a detailed description of the preset. This description will be shown when hovering over the name of the preset in the sharing pulldown.
Permissions
Define what the recipient of the share is allowed to do with the collection and the records in the collection or with the records. Please refer to the general overview of the permissions for more details (coming soon).
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