Using Advanced Permissions

Advanced Permissions are only available to Enterprise Accounts

The Advanced Permissions filters enable you to set up unique filters for members accessing your published data. This makes it possible for 'Jimmy' logging into to only see records assigned to him, and for 'Steve', logging in, to only see the records assigned to him. Advanced Permissions can only be applied to a page when the page is secured by a Member Database.

Advanced Permissions can be set up and applied individually to each user in your member database (explained below) and/or you can create a default filter that is used by all users logging in. The Default Filter method is prefered and is explained further below under "Creating a Single Default Filter for All User".

Creating and Assigning a Basic Filter

1. In this example,we'll create a basic filter and assign it to a particular user in our members database. First open your published profile and select the page that you want to apply the filter on. Assuming the profile is secured, you'll see the Advanced Permissions link in the Page Overview Window. Follow the link as shown below:
   
   
   
   
2. Next, we'll build the filter. Enter a name for the filter that identifies what it does. Next you may select to use this filter as your default filter. In most cases, you will use a default filter and not manually assign a filter to each user. Manual assignment is more exact but requires that you re-assign filters when each new user is added, because they will by default not have a filter assigned to them. Leave this option unchecked for this example.
   
   
3. Below is a screen shot of where you configure the filter. Build the filter using these fields to restrict what data will be shown to the users who have this filter assigned.Click Save Filter to save the filter.
   
   
   
   
   
   Important: After saving the filter you are returned to the Advanced Permissions Menu (shown below). Remember, since we did not select this filter as the default (in which case it would be applied to all uses who do not have a filter explicitly assigned to them) we still need to assign it.
   
   
   
   
4. To Assign the Filter to a user or group of users, select the filter and click Assign Filter
   
   
5. Next, build a filter to define who the Permission Filter will be assigned to. In the example below, we assign the filter to all users by writing a query that says where record_id > 0, which would return all users. Click Assign Now to assign the filter.
   
   
   
   The filter is now assigned to those users. You can assign a different filter to each users. There are two very important points to keep in mind. 1) New users that sign up or are added to your member database will have no permission filter assigned and will have access to all records - unless you create a default permission filter (explained below) 2) If you are logged into the published page you will need to log out and log back in to see the permission filter applied.
   
   
   
   

   Creating a Single Default Filter for All Users

   1. In most cases, you will want to create just one filter and set it as the default. Doing it this way means you do not need to assign the filter to each user in your member database, and new users automatically get this filter applied. By Using the CurrentUser Wildcards, you can build a filter that filters data based on the logged in user.
      
      Access the Advanced Permissions as in the above example, and create a new Filter. Set the filter as the default. Click the icon shown below to switch the right side of the filter to the CurrentUser Field Set. The CurrentUser Field Set are the fields from the currently logged in user.
      
      For Example, if your member database, had the fields first_name,Last_name and State, those are the fields you would see in this menu. You can now use these fields to build a filter that is unique based on the logged in user. You could, for example, create a filter that says "Where STATE = [CurrentUser.State]". This would restrict the user logging in to only see records where the state (in the published data) matches the "state" value in the users record.