Manage Hyperlinks

You can configure hyperlink access to help prevent users from performing unauthorized tasks and only see the information appropriate for their particular job function. You can configure hyperlinks in the following ways:
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You can configure hyperlink access to help prevent users from performing unauthorized tasks and only see the information appropriate for their particular job function. You can configure hyperlinks in the following ways:
  • Hide a hyperlink when users should not be able to see a particular hyperlink. For example, you do not want a user to be able to see the audit history for an object. Therefore, you hide the View Audit History hyperlink.
  • Make a previously hidden hyperlink appear when users must be able to see a hyperlink that you previous hid. For example, you hid the View Audit History hyperlink, but the hyperlink should now appear. Therefore, you make the View Audit History hyperlink appear.
Follow these steps:
  1. Click the tab and optional subtab for the object that you want to configure. On the left, click CONFIGURE: ON.
    The configuration of the page is enabled.
    In the Configuration Information area of the page, complete the following steps:
    1. Specify the information for the new global or local configuration, or select an existing configuration that you want to change.
    2. (Optional) In the Object drop-down list, select the part of the object that you want to configure. Any permission changes you make (for example, deny permissions to move a field) apply only to that part of the object.
      For example, when configuring a legal document, you select Legaldoc Status History in the Object drop-down list. You deny permissions to move fields for that part of the object (the status history). The permission changes apply only to the status history part of the object, and not to the other parts of the object.
    Global configuration changes affect all users, regardless of their role. Local configuration changes only affect users in the roles assigned to the selected configuration.
  2. To hide a hyperlink, complete the following steps:
    1. Next to the hyperlink, click the Access Granted icon.
      The Access Denied icon appears for the hyperlink.
    2. Click Save Configuration.
      When you assign a configuration to a role, users in the role do not see the hyperlink.
  3. To make a previously hidden hyperlink appear, complete the following steps:
    1. If the hyperlink is already hidden, click the Access Denied icon next to the hyperlink.
      The Access Granted icon appears for the hyperlink.
    2. Click Save Configuration.
      When you assign a configuration to a role, users in the role can see and use the hyperlink.