Role Setup

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

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) ?

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!

Hi @Shneor Cheshin ,

thank you for the suggestion.

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

Cheers,

~Juni

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.

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