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If you have these permissions | You can share with: | Type of lookup | Scope of access | |||
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Roles... | ...with permissions | Upload | Query | View | Edit | |
Lookups (View) | - | - | - | - | - | |
Lookups (Manage) | Roles assigned to yourself | Lookups (View) | ✓ | ✓ |
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Query lookups (View) | - | - | - | - | - | |
Query lookups (Manage) | Roles assigned to yourself | Lookups (View) | ✓ |
| ✓ |
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User resources | All roles in the domain | Lookups (View) | ✓ |
| ✓ |
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Info |
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User resources permission With this permission, you can see and manage all lookups in the domain without previously getting them shared. This default access cannot be revoked or modified during the sharing process. Scope of access Having a role with the manage version of the Lookups permissions does not forcibly grant you Edit access when an lookup is shared with you. It simply means that you have the potential to receive such access, but it's up to the user sharing the lookup to determine your level of involvement. |
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Rw ui steps macro | |||||
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Click the ellipsis menu at the end of the lookup row and select Share.
You will see a window that shows the roles you can share the lookups with (see table in the section above to know about eligible roles). You can use the search field at the top to help you find the desired role. Once you find the role you’re looking for, check the View or Manage boxes as desired.
Click Apply when you finish in order to apply the changes. A notification pops up to let you know the specified roles are now able to see the lookup. |
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