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How do you limit access to specific custom menus?


arebbeadle
Hero (Customer)
Forum|alt.badge.img+14

How do you limit access to specific custom menus? I only want specific users to see only certain custom menus on the Shop Orders screen not all of them. Is this done through permissions?

 

 

Best answer by dsj

Hi @arebbeadle  @ZTC ZTC JGOTA 

Here’s the complete steps on how to restrict access to a custom menu

  1. Create a new Presentation Object

If your custom menu is type of PLSQL script, then add all IFS objects (Views and methods) used in the scripts as database objects in the Presentation object

 

  2. Create a new permission set (or use a permission set only granted to the users who need to see the custom menu), Search the Presentation object you created under Presentation Objects by Component tab.

Grant the Pres object to the permission set, refresh security cache

If it’s a new permission set, grant to the users who needs access to the custom menu

 

  1. Go to the Custom menu you want to restrict access. In the Presentation Object, search and add the PO you created above

 

Hope it’s useful.
 

Cheers!

Damith

 

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9 replies

Forum|alt.badge.img+28
  • Superhero (Customer)
  • 1482 replies
  • March 25, 2022

Yes, you should be able to individually control the access to the RMBs assuming that the target view that each is going to are also able to be restricted along the same lines.  If the user also has access to the target view from another permission grant, then splitting this out by permissions will be quite a bit harder.


Forum|alt.badge.img+16
  • Superhero (Partner)
  • 398 replies
  • March 25, 2022

...or create new presentation object for particular menu position:

Solution Manager\Security\Permission Sets\New Presentation Object

and set it on Custom Menu definition:

 


arebbeadle
Hero (Customer)
Forum|alt.badge.img+14
  • Author
  • Hero (Customer)
  • 128 replies
  • March 25, 2022

I created a new Permission set, how do I find the menus to grant access?


arebbeadle
Hero (Customer)
Forum|alt.badge.img+14
  • Author
  • Hero (Customer)
  • 128 replies
  • March 25, 2022

knepiosko,

I don’t have the New Presentation Object?

 

Solution Manager\Security\Permission Sets\New Presentation Object


Forum|alt.badge.img+16
  • Superhero (Partner)
  • 398 replies
  • March 25, 2022

Just create new one. I assume You are IFS Admin and You have access. Ex:

 


arebbeadle
Hero (Customer)
Forum|alt.badge.img+14
  • Author
  • Hero (Customer)
  • 128 replies
  • March 25, 2022

I don’t understand, am I creating a new PO of the Shop Orders screen or one for a menu?

I want two groups of users to have access to tbwShopOrd but access to different Menu options.

 

Thank you,


ZTC ZTC JGOTA
Hero (Customer)
Forum|alt.badge.img+14
  • Hero (Customer)
  • 219 replies
  • March 25, 2022

Hello @arebbeadle 

Did you find the answer to your question?


arebbeadle
Hero (Customer)
Forum|alt.badge.img+14
  • Author
  • Hero (Customer)
  • 128 replies
  • March 25, 2022

JGOTA,

Not yet.


dsj
Superhero (Partner)
Forum|alt.badge.img+22
  • Superhero (Partner)
  • 828 replies
  • Answer
  • March 26, 2022

Hi @arebbeadle  @ZTC ZTC JGOTA 

Here’s the complete steps on how to restrict access to a custom menu

  1. Create a new Presentation Object

If your custom menu is type of PLSQL script, then add all IFS objects (Views and methods) used in the scripts as database objects in the Presentation object

 

  2. Create a new permission set (or use a permission set only granted to the users who need to see the custom menu), Search the Presentation object you created under Presentation Objects by Component tab.

Grant the Pres object to the permission set, refresh security cache

If it’s a new permission set, grant to the users who needs access to the custom menu

 

  1. Go to the Custom menu you want to restrict access. In the Presentation Object, search and add the PO you created above

 

Hope it’s useful.
 

Cheers!

Damith

 


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