If you use security profiles in Raynet, then you can set the visibility of records in the Visibility Tree along with profiles, just like with user permissions.
An administrator can assign a security profile to a user and then check the boxes in Permissions for that profile that determine which records the user can see. This sets the user's record visibility individually, which has more weight than the visibility settings in security profiles.
User can see:
- everyone's records,
- their own records,
- their own and from specific users.
Setting up the visibility tree with security profiles
After activating the visibility tree in Settings » Security » Visibility Tree, all the profiles you have set up will also be visible in the tree. The visibility of records is then valid for all users added to each profile.
Setting up security profiles in the visibility tree works similarly to the settings for individual users. When you click the plus button to add a node, you have the option to add a user or a profile.
Hovering over a node displays the node management buttons. Click the top plus button to add another user or profile to the node. Use the arrows to move the entire node below or above other nodes. Use the red X to delete a user or profile from the node, and the blue arrow to move a user to a different node.
The list of users also includes a list of security profiles. Click on a profile to access its configuration. You will see all users in that profile, whose records they can see, and who can see their records. Click Show in tree to highlight the profile.
You can add individual users from a specific profile to the visibility tree. Click on the node » Add User » Profile » select the profile and user.
If a user is shown in gray with an up arrow, this means that their records can be seen by the users above them, and also that this user has visibility set according to their profile, not their position in the tree. You need to look at the profile to see whose records they can see.
After saving the visibility tree, hover over the header of the selected profile or user to access the permissions.