In Fusioo there are two types of Users, Regular Users and Lite Users.
Regular Users - These Users are allowed to update and create new Fusioo records. Typical Regular Users include team members and external collaborators.
Lite Users - These Users are not allowed to update and create new Fusioo records. However, they can access data that has been made available to their Role. Typical Lite Users include clients and independent contractors.
What is the difference between Regular and Lite Users?
The table below outlines the main differences between Regular and Lite Users:
Records are automatically shared with all Regular Users that have access to an App.
However, Lite Users will not have access to any record you create unless you share the record with them.
Sharing a single record with a Lite User
To share a record with a Lite User:
1. Click on the lock icon found on each record
2. Choose the Lite Users you want to share the record with
Automatically share related records
You can choose to automatically share any relationship Field in your App.
From the above example, all existing related tasks will be shared with the selected Lite Users. New tasks added to the project will also be shared automatically.
Note: When automatic sharing is turned off, new records will not be shared automatically. Shared records will have to be manually unshared.
Sharing multiple records with a Lite User
To share multiple records with a Lite User:
1. Select the records you want the Lite user to access
2. Similar to when sharing a single record, choose the Lite Users you want to share the records with.
Full access: All of the selected records are accessible to that user.
Partial access: Some of the selected records are accessible to that user.
No access: None of the selected records are accessible to that user.
Security FAQ: How do you find out which records are shared with a particular Lite User?
Dashboard real time filtering helps you find out which records are shared with a particular Lite User.
You can filter on the Lite User access option, as shown below: