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- Log in as Admin user
- On user’s menu panel, go to System Manager folder then click User Roles
- Select and open a User Role on Search User Roles
- Click the Screen Permissions tab
- Click the Add button.
If the add button is clicked for the first time on the build, Generating of listings will appear before Add Screen Permissions screen - Select the screen/s from the list on Add Screen Permissions screen, then click Open Selected toolbar button
- Select Permission of the screens:
- No Access- User will receive a message saying they do not have permissions to open the selected screen
- View Only- All fields are read only
- Add Only- User can only add new records and not view existing
- View / Add- User can View (read-only) or add new records
- Edit - User can view, edit and add new records
- Click Save toolbar button
NOTES:
- If the user has multiple roles setup in a location, and both roles has a restriction on a screen, there will be a prioritization in the permission
Screen Permission prioritization order:
1. Edit
2. View/Add
3. Add
4. No Access
Role | Permission Setting | Expectation |
---|---|---|
Role 1 = Administrator | Edit | The user will be able to access/open the screen even if one role does not have access |
Role 2 = ADMIN | No Access |
- However, if one of the roles has permission and the other do not or has a full access
Role | Permission Setting | Expectation |
---|---|---|
Role 1 = Administrator | None / Full access | The user will not be able to access/open the screen |
Role 2 = ADMIN | No Access |
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Here are the steps on how to setup the Screen Permissions:
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Here are the steps on how to setup the Screen Permissions:
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