Authorisation per definition type

This subject contains details of authorisation per definition type.

If a definition should not be used, you can block it. This is not stated separately in the overview.

Reports

Menu authorisation:

• Maintain

  Authorise the central maintenance function General / Output / Management / Report and the maintenance functions per product (such as Financial / Output / Management / Report).

• View

  Authorise the central viewing function General / Output / Management / Report and the viewing functions per product (such as Financial / Output / Management / Report).

  Also configure the action authorisation: if a user does not have the right to use a viewing function, he can still access certain reports via an action.

Limit access with filter authorisation if users should only be able to view certain reports.

Limit access to data shown in a report using a data collection of the type 'Incl. authorisation'.

InSite

InSite has a central menu item for viewing all reports. If users have access to this menu item, you should apply filter authorisation to reports. If not, these users have access to all the reports.

Analyses

Menu authorisation:

• Maintain

  Authorise the central maintenance function General / Output / Management / Analysis and the maintenance functions per product (such as Financial / Output / Management / Report).

• View

  Authorise the central viewing function General / Output / Analysis and the viewing functions per product (such as Financial / Output / Analysis).

  Users of AFAS Online also authorise General / Output / My files.

Limit access with filter authorisation if users should only be able to view certain analyses. This is usually necessary, as each view includes an action for viewing and adding analyses.

Limit access to data shown in an analysis using a data collection of the type 'Incl. authorisation'.

Cockpits on an InSite site

You can generate cockpits on the basis of analyses and publish them to an InSite site. A different authorisation method is required for this.

Documents (Document generator)

Menu authorisation:

• Maintain

  Authorise the central maintenance function General / Output / Management / Document and the maintenance functions per product (such as Financial / Output / Management / Document).

• View

  Authorise the central viewing function General / Output / Document and the viewing functions per product (such as Financial / Output / Document).

  Also configure the action authorisation: if a user does not have the right to use a viewing function, he can still access certain documents via an action.

Limit access with filter authorisation if users should only be able to view certain documents. This is usually necessary, as each view includes an action for viewing and adding analyses.

Documents can be added via a new dossier item and can be viewed if they are linked to a dossier item as an attachment.

Limit access to data shown in a document using a data collection of the type 'Incl. authorisation'.

Views

Authorisation menu: N/A.

To maintain views, a central authorisation per authorisation group (or user) applies. If a user can add views, he can do this in all the functions to which he has access.

Limit access with filter authorisation if users should only be able to view certain views.

To export a view to Microsoft Word or Microsoft Excel, a central authorisation per authorisation group (or user) applies. If a user can export views, he can do this in all the views to which he has access.

See also

• Authorise views
• Authorise views in InSite

Alerts

Menu authorisation:

• Maintain
  • General / Management / Alert / Definition
  • General / Management / Alert / Generate
  • General / Management / Alert / Clear
  • General / Management / Alert / Test
• View
  • General / Management / Alert / Show (mainly intended for testing alerts).

InSite

In the alert definition you determine which groups or users receive an alert (an alert can also be sent via e-mail).

CLEs

Menu authorisation:

• Maintain / View

  HR / Organisation / CLA

CLE migration definitions

Menu authorisation:

• Maintain / View

  HR / Payroll / Configuration / CLA Migration

A CLA migration is a far-reaching process. Authorise the above function as strictly as possible and withdraw the authorisation once the CLE migration has been completed.

Entry layouts

Menu authorisation:

• Maintain / View

  General / Management / Entry layout

You can link a default entry layout in various places, as a result of which users apply the correct entry layout by default. For example, you can link an entry layout per journal in Profit Financieel. To prevent users from using the wrong entry layout, you can block entry layouts.

GetConnectors

Menu authorisation:

• Maintain /View

  General / Output / Management / GetConnector

You can use filter authorisation, but in practice you only grant access to the application administrator responsible for GetConnectors.

Data collections

Menu authorisation:

• Maintain / View

  General / Management / Data collection

You can apply filter authorisation, but in practice you only grant access to the AFAS consultant.

Management Tool

Menu authorisation:

• Maintain and view

  General / Management / Management tool

You can use filter authorisation, but in practice you only grant access to the application administrator responsible for the Management tool.