how to give users only read permission to customer page ?

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Hi,

How to give read permission in customer card page for payment terms field so that users not able to change payment terms. Kindly advise.

Thanks

With Regards

Mandeep Kaur

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Nareshwar Raju Vane... 5,596 on at

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Hi Mandeep,

If the user only wants to only read the Payment Terms, then you have to create a new permission set to only read the TableData of Payment Terms Table (Table 3) and assign to the specific user(s).

Start here: community.dynamics.com/.../dynamics-nav-permissions-amp-sets-vs-roles-amp-profiles

Hope it helps

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Alexander Ermakov 28,096 on at

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You can create a new permission set, as Nareshwar mentioned, or you can make a small customization and add a Boolean property field to the standard user setup if the user can edit the needed field and put on-modify trigger for this field to check if the user has this property ticked.

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Community Member on at

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Hi,

Thanks for your prompt reply.

Please find attached screenshot of permissions which I have prepared. Please advise.

Thanks

With Regards

Mandeep Kaur

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Nareshwar Raju Vane... 5,596 on at

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Hi Mandeep,

Please assign this permission set to a user and check whether is it working.

Hope it helps.

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Community Member on at

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Hi,

This permission is not working. I have tested. Actually i n our case every user have super permission also, If I remove super permission. Nav stops working. Please advise.

Thanks

With Regards

Mandeep Kaur

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Nareshwar Raju Vane... 5,596 on at

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Hi,

If you have SUPER permission, then other permissions doesn't work because SUPER overrides every permission.

Please attach exact error message when you remove the SUPER from this user. If NAV just stops without any errors, attach the event viewer to have a look.

Hope it helps

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Do you just want to give the permission to read customer master , without allowing the user to change anything ?

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Amol Salvi 18,698 on at

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Hi,

If users just want to add/modify the payment terms then it is better to create one boolean field in user setup as 'Allow Edit' and based on that just make the payment terms field editable or non-editable.

Hope this will help you

Regards

Amol

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Community Member on at

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Hi,

Please find attached error screenshot. Kindly advise.

Thanks

With Regards

Mandeep Kaur

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Community Member on at

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Hi Anmol,

Please explain how to add boolean field payment terms field editable or non-editable. Kindly advise.

Thanks

With Regards

Mandeep Kaur

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