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  1. Log in as Admin user
  2. On user’s menu panel, go to System Manager folder then click User Roles
  3. Select and open a User Role on Search User Roles
  4. Click the Control Permissions tab
  5. Click the Add button. 
    Image RemovedImage Added
    If the add button is clicked for the first time on the build, Generating of listings will appear before Add Control Permissions screen
  6. Select controls from the list on Add Control Permissions screen, then click Open Selectedtoolbar button
    Image RemovedSelect Permission of Image Added
  7. Select Permission of the control:
    1. Editable - Allows a user to edit data in the control. 
    2. Disable - Makes a field read-only or a button/tab disabled.
    3. Hide - Hides/Removes a field, button or tab from the screen.
    4. Bypass - Applies to fields where you do not want the cursor to appear when tabbing through the fields.
    Image Added

  8. To set a control to be a required field, tick the check box under Required column.
    Image Added
  9. Click Save toolbar button

NOTES:

Image Added

  • 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

Control Permission prioritization order:

1. Bypass

2. Disable

3. Hide

4. Editable

RolePermission SettingExpectation
Role 1 = AdministratorEditable

The control should be hidden / disabled

Role 2 = ADMINHide / Disable

 

  • However, if one of the roles has permission and the other do not or has a full access
RolePermission SettingExpectation
Role 1 = AdministratorNone / Full accessThe control should be hidden / disabled
Role 2 = ADMINHide / Disable
Expand
title17.1 - 17.2

 

Here are the steps on how to setup the Control Permissions:

  1. Log in as Admin user
  2. On user’s menu panel, go to System Manager folder then click User Roles
  3. Select and open a User Role on Search User Roles
  4. Click the Control Permissions tab
  5. Click the Add button. 
    Image Added
    If the add button is clicked for the first time on the build, Generating of listings will appear before Add Control Permissions screen
    Image Added
  6. Select controls from the list on Add Control Permissions screen, then click Open Selected toolbar button
    Image Added
  7. Select Permission of the control:
    1. Editable - Allows a user to edit data in the control. 
    2. Disable - Makes a field read-only or a button/tab disabled.
    3. Hide - Hides/Removes a field, button or tab from the screen.
    4. Bypass - Applies to fields where you do not want the cursor to appear when tabbing through the fields.
    Image Modified
  8. To change the label of the control, click the field under Custom Label

...

  1.  column and enter the desired label.
    Image Modified
  2. To set a control to be a required field, tick the check box

...

  1. under Required

...

  1.  column.
    Image Modified
  2. Click Save toolbar button

NOTES:

Image Added

  • 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

Control Permission prioritization order:

1. Bypass

2. Disable

3. Hide

4. Editable

RolePermission SettingExpectation
Role 1 = AdministratorEditable

The control should be hidden / disabled

Role 2 = ADMINHide / Disable

 

  • However, if one of the roles has permission and the other do not or has a full access
RolePermission SettingExpectation
Role 1 = AdministratorNone / Full accessThe control should be hidden / disabled
Role 2 = ADMINHide / Disable
Expand
title16.4 and below

Here are the steps on how to setup the Control Permissions:

  1. Log in as Admin user
  2. On user’s menu panel, go to System Manager folder then click User Roles
  3. Select and open a User Role on Search User Roles
  4. Click the Control Permissions tab
  5. Click

...

  1. the Add button. 
    Image Added
    If the add button is clicked for the first time on the build, Generating of listings will appear before Add Control Permissions screen
    Image Added
  2. Select controls from the list on Add Control Permissions screen, then click Open Selected toolbar button
    Image Added
  3. Select Permission of the control:
    1. Editable - Allows a user to edit data in the control. 
    2. Disable - Makes a field read-only or a button/tab disabled.
    3. Hide - Hides/Removes a field, button or tab from the screen.
    4. Bypass - Applies to fields where you do not want the cursor to appear when tabbing through the fields.
    Image Added
  4. To change the label of the control, click the field under Custom Label column and enter the desired label.
    Image Added
  5. To set a control to be a required field, tick the check box under Required column.
    Image Added
  6. Click Save toolbar button

NOTES:

Image Modified

  • 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

Control Permission prioritization order:

1. Bypass

2. Disable

3. Hide

4. Editable

RolePermission SettingExpectation
Role 1 = AdministratorEditable

The control should be hidden / disabled

Role 2 = ADMINHide / Disable

 

  • However, if one of the roles has permission and the other do not or has a full access
RolePermission SettingExpectation
Role 1 = AdministratorNone / Full accessThe control should be hidden / disabled
Role 2 = ADMINHide / Disable
Expand
title15.3

Here are the steps on how to setup the Control Permissions:

  1. Log in as Admin user
  2. On user’s menu panel, go to System Manager folder then click User Roles
  3. Select and open a User Role on Search User Roles
  4. Click the Control Permissions tab
  5. Click the Add button. 

    If the add button is clicked for the first time on the build, Generating of listings will appear before Add Control Permissions screen
  6. Select controls from the list on Add Control Permissions screen, then click Open Selected toolbar button
  7. Select Permission of the control:
    1. Editable - Allows a user to edit data in the control. 
    2. Disable - Makes a field read-only or a button/tab disabled.
    3. Hide - Hides/Removes a field, button or tab from the screen.
    4. Bypass - Applies to fields where you do not want the cursor to appear when tabbing through the fields.
  8. To change the label of the control, click the field under Custom Label column and enter the desired label.
  9. To set a control to be a required field, tick the check box under Required column.
  10. Click Save toolbar button

...