How do Group Access Limits Affect Participant-Household Links?
The group access restrictions for Participants apply when working with Households, and so do the group access limits for Households. For users who are limited to certain participant groups, the Household members list may include a mix of visible and restricted participants.
On the Members tab in the Household folder, the names of restricted participants will be hidden, and there will not be a link to open the unavailable record.
Similarly, the names of restricted participants will be replaced with "Access Restricted" in the Household Members section of the Household form.
Also, group access permissions are active on the Household tab in the Participant folder.
Participant and Household Access Combinations
Permissions | Household Members | Households | Ungrouped Participants | Ungrouped Households |
All Participants + All Households | All | All | All | All |
Restricted Participant Groups + All Households | Some | All | All | All |
All Participants + Restricted Household Groups | All | Some | All | All |
Restricted Participant Groups + Restricted Household Groups | Some | Some | All | All |