You authorise per user which actions the user can perform in a view or properties window.
Actions appear as buttons and as menu items. For each view you can authorise, for example, the following actions:
- Actions that appear in most of the views, such as Add and Delete.
- Actions that only appear in specific views, such as
In many views you can find theaction for adding data, such as adding a sales contact via the view:
You can authorise thebutton by assigning rights to the action in the . You can also separately authorise specific actions such as . in the .
It is recommended not to assign too many rights to theaction. In Profit you can block lots of data, making it impossible for people to use them any longer. You could, for example, only assign the right to the action to managers.
Under once. The authorisation then applies to all the relevant views: , , , and ./ in the , four actions are listed that you authorise
The effective rights per user consist of:
- All the group rights of the user. If the user is authorised for a certain action via several groups, the most extensive authorisation applies.
- Any deviations that are set at the user level supersede group rights. Here you can both expand and limit the access.
- Authorise a group for actions
New users are not authorised for actions by default (for the actions theright is selected).
- Make view actions inaccessible
By default all the users are allowed to print and export views. If a user has access to a view in Profit, he can export all the information he sees to Excel and/or print it. You cannot authorise these actions per view. In theyou can authorise the and actions for all the views at once.
- Manage action, menu and tab authorisation
In the authorisation you determine the rights of users to perform view actions.