I have a list with an account table lookup. The account is related to a logged in user through a bridge table, IUserAccount. How do I filter a table for an account field they are connected to and hide the others?
Hi @z3ror00,
If I understand your question correctly, you’d like users to log in and only see information from their Account. In this scenario the bridge table between iUser and Account is actually redundant, because you can create a user role where the filtering happens based on your Account table.
To accomplish this, you can create a new user role in Setup > Roles, and set the Account table as the security table.
Please refer to this blog post, in particular Step 8 on creating roles Code-Along: Build & Launch a Business Partner Portal for a step-by-step guide.
Do I need the bridge table for a user, such as myself, that needs access to a bunch of accounts at once?
No, you can give yourself the admin user role, which by default has access to everything.
I still have consultants that I want to give access to several accounts but not all of them or be an admin.
Hello,
I made need a little more context as to what you are wanting. One method you could use is logging in as admin, and then assigning consultants to their respective accounts. Then when logging in as one of the consultants, they will only be able to see the accounts they have been assigned to.
Thanks,
Riley.