Hi,
I am in the process of setting up new permissions for the following groups. To start off, we have:
- Customer Service
- Purchasing
- A/R
- A/P
- Sales
1.) I see NAV has dozens of Role ID's all containing different permission tables that I can change but instead I am creating custom Role ID's like: CSuser-R (Customer Service Read only...so that this user does not delete a sales order etc.). This is to stop users from deleting information. I have other Role ID's that I am testing like CSuser-RW, AP-R, AP-RW, and the list goes on.
2.) This has to do with the interface/menus. Every user right now has access to all menus. Depending on whether or not I apply permissions, they can access pretty much all reports and run them otherwise they will get an error stating that they are not allowed to read from such table. Depending on what the user role is, some reports should not be available; even if they are, they cannot run them so I'd like to just delete them.
We are barely starting with NAV and I am testing permissions; we are NOT live yet. Does anyone have any tips or information on going about the best way to set up permissions in NAV?
Sorry, I am fairly new with NAV and I am getting help but I thought I'd do research on the side.
Thank you!
Robert