Question

Role Setup

  • 30 August 2023
  • 6 replies
  • 46 views
JuniSihombing
Rank
Userlevel 4
Badge +11

Hi all,

do you know how to set role for this requirement:

  • Smart Client: only to show only
  1. Import/Export screen.
  2. Person screen.
  • (Web Client » will only show Person screen then)
  • Import/Export limits to only specific tables (e.g. tables related to Person - person, person_place, person_address, person_role) » Is it possible?

I have set the role below:

 

Using role setup above, user sees all functions in Admin and File.

 

Do you know how to achieve above requirement?

 

Thanks in advance for your feedback.

 

Cheers,

~Juni

6 replies

JuniSihombing
Rank
Userlevel 4
Badge +11

Are all the functions in File (except Import/Export) and Admin (except Person) needed to be disabled?

JuniSihombing
Rank
Userlevel 4
Badge +11

I set the unnecessary functions and sub-menu, it works for the screen.

 

The question now only:

Is it possible to limit Import/Export only specific tables (e.g. tables related to Person - person, person_place, person_address, person_role) ?

Shneor Cheshin
Rank
Userlevel 6
Badge +26

Hi @JuniSihombing 

Did you try using the table tab on ROLE screen?

 

You will need to create a role and disable all tables except for the one you want to give access to.

Cheers!

JuniSihombing
Rank
Userlevel 4
Badge +11

Hi @Shneor Cheshin ,

thank you for the suggestion.

I’ll try it, and let you know the outcome.

 

Cheers,

~Juni

M
Rank
Userlevel 2
Badge +6

Hi @Shneor Cheshin @JuniSihombing ,

If I understand the question correct, you can not use tables under roles to prevent an user from importing/exporting a table without it effecting their ability to use the same table via screens. For example if you disable the request table in roles, that will prevent the user from importing or exporting request records, but it will also prevent the user from using the request screen.

JuniSihombing
Rank
Userlevel 4
Badge +11

Hi @Morris,

 

thank you for your feedback. 

 

Indeed, that’s exactly what we want to achieve.  

A user will be setup to have permission only to create Person record (and its respective information). 

The user can create the record using Import functionality or manual entry from Person screen.

 

Cheers,

~Juni

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