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Finance | Project Operations, Human Resources, ...
Answered

Roles and security - Restrictions to edit customer

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Hi!

I'm currently working with the security configuration at a customer. I make the customized roles based on the standard roles already in the system, and add some duites/privileges where I find it necessary.

The customer wish to restrict which roles that can edit the "Credit And Collections Tab" when editing a customer.

Does anybody know how to do this?

E.g. The role allow a user to add a new phone number (contact info tab) or edit the cutomer group (general tab), but not to put invoicing and delivery on hold (credit and collection tab)

Best regards,

Makuv

I have the same question (0)
  • Suggested answer
    Rahul Mohta Profile Picture
    21,032 on at

    you can use extension to override form control security, make it manual and then create entry points access to the different controls

  • Verified answer
    André Arnaud de Calavon Profile Picture
    301,025 Super User 2025 Season 2 on at

    Hi Makuv,

    You can use table and field permissions to achieve this requirement. On a privilege or a role, there is a permissions node where you can set the access. Note that it only works correctly (today) when you are using the security configuration form when you want to set some fields or tables read only. In that case, the read permissions should be set to Grant and the Update, Create and Delete should be set to Deny.

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