About the folder
Before adding the folder, review the data access requirements, the types of permissions to specify, and the search and display fields to define.
Data access requirements
The folder allows users to access the telephone bill report application group and the telephone bill report application.
Permissions
Who needs access
to the folder and what types of permissions do the users need?
- Users in the customer service department can open the folder to search for and retrieve statements.
- Users at Customer XYZ can open the folder to search for and retrieve statements that contain their account number and customer name.
- Define a set of folder fields for the Customer XYZ users. The folder fields will limit access to specific statements.
Search and display fields
Define two sets
of folder fields:
- One set at the folder level. These folder fields allow users in the customer service department to access any statement in the database.
- One set for the CustomerXYZ group. These folder fields allow users at Customer XYZ to access specific statements.