Question

Customer Address Access

  • 5 October 2021
  • 1 reply
  • 138 views

Userlevel 1
Badge +1

Customer records are global in the application with various tabs being controlled via company access. Address is not one of these tabs and i need to restrict users viewing customer addresses outside of there assigned country. eg staff in the US can see the customer records of the UK, but the address tab needs to be not visible/hidden. Is this possible?


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1 reply

Userlevel 7
Badge +28

It is possible, but you will likely need to create a custom field against the persons/users table to connect the user to the country they are allowed to see, then create a custom event to restrict the access to the address tab based on validation of user related custom field.  We’ve done other similar things for functions, but not against a singular tab of a view.  Assuming you can isolate the permissions for the tab and connect it to the event, it should be possible.