I have a CRM space with various views, including Contacts, Companies, and Opporutnity.
I want all team members to be able to view Contacts and Companies but restrict access to anything related to the Opportunity database and its fields, even if they are linked to other databases or views via relationships.
I tried setting up an Access Template, but I don’t see any options related to view-level permissions.
What am I missing or doing wrong?
You have dbs (called Lead, Contact, Company, Opportunity and Meeting) and you have views (called Contacts, Companies, Sales Pipeline and Pipeline by Close Month).
The ability to see a sidebar view is determined by the permissions for the space it is in, but what a user sees when they click on a view depends upon the permissions for the database/entities being included in that view.
If you want users to be able to see the views in the sidebar, you have to grant them access to the CRM space, but this will mean granting them access to all the databases in that space.
If that is undesirable (because you don’t want them to see Opportunities, for example) then the database needs to be stored in some other space than the views.
Perhaps you should move the Opportunity database to a different space (where you don’t have views that need sharing with everyone).
Check out this user guide:
and its related pages.
Access templates are a mechanism for sharing specific entities, and related entities.
They have no effect on views.
So it’s possible that I might be able to see a view, but see nothing in that view because no entities (or dbs) have been shared with me OR
I might be able to see an entity (or entities) via search, or via a direct URL link to the ‘entity view’, but have no data views showing in my sidebar because the space has not been shared with me.
Thanks! I spent a few hours on this, repeatedly reviewing the guide, but made little to no progress.
Fibery’s permission and sharing mechanisms are far from intuitive. It feels like both its greatest strength and its biggest headache at the same time.
Your response about permissions also somewhat contradicts the feedback I’ve been getting in this thread 
I initially planned to group databases under a single Space for the exact reason you mentioned—keeping databases together while using different Spaces and Views for more flexible access control.
I can’t imagine a scenario where someone managing a CRM, which naturally contains sensitive data, would want every regular user to have full visibility. The same applies to almost any type of Space—granting full control across the board just doesn’t make sense.
Im also having the very same challenges and confusion that @Edan is having.
In short:
So in your specific case a solution can be this:
This is more complicated setup, since if you have a new user, you have to share databases with this user and also give her access to CRM Public space. But this is the only solution right now if you want to hide views.
To be honest, this is not a frequent request, but it is a very valid one. Maybe @antoniokov has better ideas?
Thanks for your response! Unfortunately, it doesn’t address my issue because I never granted the user access to the CRM or its databases. That’s why this situation has been so confusing and frustrating.
For now, I’ve restricted the CRM space so that only the creator has access. The Opportunity database within the CRM space has default permissions—nothing unusual there. However, the opportunities are being revealed in a different space, Software Development.
Here’s how it’s happening:
A Story in the Software Development space can be linked to a Company from the CRM space.
That Company can then have an Opportunity, which is unexpectedly visible in the Software Development space.
While it takes a few clicks to navigate to it, the data is still accessible when it shouldn’t be.
Is this a misconfiguration on my part, a bug, or something else entirely? Any guidance would be greatly appreciated!
In what sense are Opportunities being revealed?
Can you provided a screenshot or video, from the point of view of a member who has no access to the CRM space (or its databases), which demonstrates them being able to see data from that space.
Note: the existence of a view (sidebar view or relation view) which is configured to show info from a specific database does not mean that everyone who can see that view can actually see all the entities that might qualify to be shown in this view.
Check out the video in the first post of this thread (not sure if the two threads can be merged, they cover the same issue)
The video does not show that a person is seeing data from the Opportunity database.
Yes, the relation view is visible, indicating that a relationship between the databases exists, but there is no data being revealed as far as I can see.
