Custom Record Rights

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Record types that solution developers can create and customize for your company are custom records. This section describes standard rights that would be assigned to a generic custom record, called a project (for TeamConnect) or matter (for TeamConnect Legal and TeamConnect® Express).

Project/Matter Rights

For TeamConnect, custom records are referred to in this guide as Projects. For TeamConnect Legal and TeamConnect® Express, custom records are referred to in this guide as Matters. In this guide, the terms project and matter can be considered as the same.

You must assign the appropriate rights to view or work with Projects/Matters, as explained in the following tables:

The Basic Rights to Project/Matter table explains basic rights to work with a Project/Matter, for example, View Project records and Edit Project records.
The Additional Project/Matter Rights explains rights you can assign to work with additional pages that are part of that Project, for example, View Project security and Edit Project security.

Basic Project/Matter Rights

One or more basic project rights is required to view or work with projects.

The following table explains the basic rights to a Project/Matter:

Basic Rights to Project/Matter

Right	Description	Prerequisite Rights	Pages
View Project records	Allows groups to search for, print, and view existing Project records.	None	Projects list Advanced Project Search Project record > General Workflow
Edit Project records	Allows groups to change existing Project records.	View Project records	Same as for View Project records
Create Project records	Allows groups to create new Project records. Note: If the Project is centered around Contacts, groups must be able to view the appropriate Contacts. If the Project requires a parent or is embedded in another Project, groups must be able to view the parent Project.	View Project records	Same as for View Project records
Delete Project records	Allows groups to delete existing Project records.	View Project records	Same as for View Project records
Mass edit Project records	Allows groups to mass edit existing Project records.	View Project records Edit Project records	Mass Edit page

Additional Project/Matter Rights

After you give groups one or more of the basic rights, additional rights and operations may become available to them, which were not accessible before. They also need to view pages where the operations are available. These Project/Matter rights enable a group to view the following additional TeamConnect pages:

Project/Matter record > Assignees
Project/Matter record > Phases
Project/Matter record > Involved
Project/Matter record > Relations
Project/Matter record > Security

The following table explains these additional group rights to a Project/Matter:

Additional Project/Matter Rights

Right	Description	Prerequisite Rights			Pages
		View Project records	Edit Project records	Additional
Create a copy	Allows groups to create a copy of the current Project. Note: Giving this right causes the Create a copy button to appear on the Project record page.	X	X	None	Project record
View Project Assignees	Allows groups to see existing Project assignees. Note: To view assignees, groups must be able to see Contacts.	X		None	Project record > Assignees
Edit Project Assignees	Allows groups to unassign or reassign Project assignees. Note: To change assignees, groups must be able to see Contacts.	X	X	View Project Assignees
Create Project Assignees	Allows groups to add assignees to Projects. Note: To add assignees, groups must be able to see Contacts.	X	X	View Project Assignees
Delete Project Assignees	Allows groups to remove assignees from Projects.	X	X	View Project Assignees
View Project all categories	Allows groups to see the existing Project categories and set one of them as the default.	X		None	Project record > Categories
Create Project all categories	Allows groups to add categories to Project records.	X	X	View Project all categories
Delete Project all categories	Allows groups to delete categories from Project records.	X	X	View Project all categories
View Project all custom fields	Allows groups to view custom fields in Project records. Note: To work with any custom field, groups must be able to view the field's category and its parents. To see custom fields in a Project, groups must be able to view the Project.	X		None	As customized by design
Edit Project all custom fields	Allows groups to change custom fields in Project records.	X	X	View Project all custom fields	As customized by design
Involved parties rights	For details about rights to Involved parties, see Project/ Matter Involved Rights. Note: All of these rights appear in this segment of the menu.				Project record
View Project phases	Allows groups to view Project phases.	X		None	Project record > Phases
Edit Project phases	Allows groups to change Project phases.	X	X	None	Project record > Phases
View Project relations	Allows groups to view existing relationships between Projects.	X		None	Project record > Relations
Create Project relations	Allows groups to add relations between Projects.	X	X	View Project relations
Delete Project relations	Allows groups to delete relations between Projects.	X	X	View Project relations
View Project security	Allows groups to view security access for Project records.	X		None	Project record > Security
Edit Project security	Allows groups to change security for Project records. Note: Before you can enable security editing for a group and its users, the group must be able to view the appropriate Contacts.	X	X	View Project security	Project record > Security

Project/Matter Involved Rights

Involved Parties (Involved) are contacts associated with the Project/Matter, but not assigned to the Project/Matter. You must assign the appropriate rights to enable specific Involved-related operations, as explained in the following tables:

The Basic Rights to Involved Contact table explains basic rights you may assign a group to allow its members to work with Involved Parties, for example, View Project involved and Edit Project involved.
The Additional Involved Rights explains rights you must assign a group to allow its members to work with additional features that are part of an Involved Contact, for example, View Project involved security and Edit Project involved security.

See the User Guide for more information on projects and involved records.

Note: After creating a custom object (project), you must create an associated Involved object. Afterward you can assign rights for that Involved object.

Basic Involved Rights

One or more basic Involved rights is required to view or work with involved contacts. The following table explains the basic rights to Involved:

Basic Rights to Involved Contact

Right	Description	Prerequisite Rights	Pages
View Project involved	Allows users to print and view existing Contacts who are Involved Parties in Projects. Note: Before a group can view Involved Contact information, its members must be able to view the Involved Parties. The group must also be able to view and create the Involved Contact roles and categories before it can view Contact information.	View Project records	Project record> Involved page Involved record> General Relations Workflow
Edit Project involved	Allows users to change existing Involved Contact records.	View Project records View Project involved	Same as for View Project involved
Create Project involved	Allows users to create new Involved Parties. Note: Before a group can create a new Involved Contact, its members must be able to view the Involved Parties. The group must also be able to view and create the Involved Contact roles and categories before it can view Contact information.	View Project records View Project involved	Same as for View Project involved
Delete Project involved	Allows users to delete existing Involved Parties.	View Project records View Project involved	Same as for View Project involved

Additional Involved Rights

After you give groups one or more of the basic rights, additional rights and operations may become available to them, which were not accessible before. They also need to view pages where the operations are available. These Involved rights enable a group to view the following additional TeamConnect pages:

Involved record > Categories
Involved record > Relations
Involved record > Security

The following table explains these additional group rights to Involved:

Additional Involved Rights

Right	Description	Prerequisite Rights			Pages
		View Project involved	Edit Project involved	Additional
View Project involved all categories	Allows groups to view the existing Involved categories and set one of them as the default.	X	X	View Project records	Involved record > Categories
Create Project involved all categories	Allows groups to add categories to Involved Parties.	X	X	View Project records View Project involved all categories
Delete Project involved all categories	Allows groups to delete categories from Involved Parties.	X	X	View Project records View Project involved all categories
View Project involved all custom fields	Allows groups to view custom fields of Involved Parties. Note: To work with any custom field, groups must be able to view the field's category and its parents. To see custom fields in a Project, groups must be able to view the Project.	X	X	View Project records	As customized by design
Edit Project involved all custom fields	Allows groups to change custom fields of Involved Parties.	X	X	View Project records View Project involved all custom fields	As customized by design
View Project involved relations	Allows groups to view existing relationships between Involved Parties.	X	X	View Project records	Involved record > Relations
Create Project involved relations	Allows groups to create relationships between Involved Parties.	X	X	View Project records View Project involved relations
Delete Project involved relations	Allows groups to delete relationships between Involved Parties.	X	X	View Project records View Project involved relations
View Project involved security	Allows groups to view security access for Involved Parties.	X	X	View Project records	Involved record > Security
Edit Project involved security	Allows groups to change security for Involved Parties. Note: Before you can enable security editing for a group and its users, the group must be able to view the appropriate Contacts.	X	X	View Project records View Project involved security	Involved record > Security

Project/Matter Milestones Rights

Milestones are measurable activities within a project that help bring the project to conclusion. You must assign the appropriate rights to view or work with milestones, as explained in the following tables:

The Basic Rights for Milestones table explains basic rights you may assign to a group to allow its members to work with Milestones, for example, View Project Milestones and Edit Project Milestones.
The Additional Milestone Rights table explains rights you can assign to work with additional pages that are part of that Project, for example, View Project security and Edit Project security.

See the User Guide for more information on projects and milestones.

Note: After creating a custom object (project), you must create an associated Involved object. Afterward you can assign rights for that Involved object.

Basic Project/Matter Milestone Rights

One or more basic milestone rights is required to view or work with milestones. The following table explains the basic rights to a milestone:

Basic Rights for Milestones

Right	Description	Prerequisite Rights	Pages
View Milestone records	Allows groups to search for, print, and view existing Milestone records.	None	Project record > Milestones page Milestones record> General Security Workflow
Edit Milestone records	Allows groups to change existing Milestone records.	View Project records View Project milestones	Same as for View Project milestones
Create Milestone records	Allows groups to create new Milestone records.	View Project records View Project milestones	Same as for View Project milestones
Delete Milestone records	Allows groups to delete existing Milestone records	View Project records View Project milestones	Same as for View Project milestones

Additional Milestones Rights

After you give groups one or more of the basic rights, additional rights and operations may become available to them, which were not accessible before. They also need to view pages where the operations are available. These Milestones rights enable a group to view the following additional TeamConnect pages:

Milestones record > Categories
Milestones record > Security

The following table explains these additional group rights to a milestone:

Additional Milestone Rights

Right	Description	Prerequisite Rights			Pages
		View Project milestones	Edit Project milestones	Additional
View Project milestones all categories	Allows groups to view the existing Milestones categories and set one of them as the default.	X	X	View Project records	Milestones record > Categories
Create Project milestones all categories	Allows groups to add categories to Milestones.	X	X	View Project records View Project milestones all categories
Delete Project milestones all categories	Allows groups to delete categories from Milestones.	X	X	View Project records View Project milestones all categories
View Project milestones custom fields	Allows groups to view custom fields of Milestones. Note: To work with any custom field, groups must be able to view the field's category and its parents. To see custom fields in a Project, groups must be able to view the Project.	X	X	View Project records	As customized by design
Edit Project milestone all custom fields	Allows groups to change custom fields of milestones.	X	X	View Project records View Project milestone all custom fields	As customized by design
View Project milestone security	Allows groups to view security access for Milestones.	X	X	View Project records	Milestone record > Security
Edit Project milestone security	Allows groups to change security for Milestones.	X	X	View Project records View Project milestone security	Milestone record > Security