Users with both the Query (Configurable Joins - Base Access) and Query (Configurable Joins - Join Access) permissions can create queries and join to any Record, Related, or System base. Access can be restricted further as needed.

Granting access

To configure access:

1. Go to Database → Security Dashboard.

   

2. Select Active Users.

3. On a user, select Edit User.

4. Select the Permissions tab. A list of all permissions appears, with the user’s granted permissions selected.

5. Define the user’s access using the permissions described below.

Individual base access permissions

1. Locate the Query (Configurable Joins - Base Access) permission in the list.

   

   If the checkbox for the permission is selected, clear the checkbox.

2. An Expand Permissions link appears. Select the link.

3. Select the desired bases to limit the user’s queries.

4. Select Save.

Individual join access permissions

1. Locate the Query (Configurable Joins - Join Access) permission in the list.

   

   If the checkbox for the permission is selected, clear the checkbox.

2. An Expand Permissions link appears. Select the link.

3. Select the desired joins to limit the user’s queries.

4. Select Save.

Population-aware query bases

On the Population tab of the user account, granting the Query - Person or Query - Application permission permits the user to create queries on the Person by Population or Application by Population bases, which will return only records in the populations for which the user has access.

Custom field permissions

Read permissions configured on custom fields are enforced within Configurable Joins exports and filters. If a custom field has a permission configured, and the user does not have that permission, they will not be able to select the field as an export or filter.

Further reading

For more information on Configurable Joins permissions, see Controlling Record Access.

For more on Configurable Joins Query Bases, see Descriptions of Standard Configurable Joins Query Bases.