Research Permissions

Prev Next

The following permissions allow users to view, edit, and add research elements:

  • Research (Edit Configurations): The user can add and modify Research Sources, with the ability to modify the configuration and use Data Keys.

  • Research (Edit Data): The user can modify the research data on a record. If the source of data is verified, the user cannot edit the data.

  • Research (Edit Verified Data): The user can modify research data on a record, even if it comes from a verified source.

  • Research (View Data): The user can view research data on a record.

In addition, research sources may be placed into Realms to further restrict the ability of users to access research items. Research sources placed in a realm are only accessible to users who have access to that realm, regardless of the user being granted the permissions described above. 

When used in combination with population-based permission controls, these permissions and realms provide enhanced, granular control over how users see various sources on the records within the database. 

When does the Research tab appear?

The Research tab appears on a record when a research source with the same scope as that record exists. The Research tab appears only for those users with access to view research data on a record. 

Still looking for what you need?