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Authorise tabs

In Profit you can authorise groups and users for tabs in property windows.

Description

You can authorise tabs on the following levels:

  • No access: the group/user has no access to the tab. He cannot view the tab, nor can he add, change or delete any data.
  • Read only: the group/user can view the data on the tab, but cannot change it.
  • Maintain: the group/user can view and change the data on the tab.

Effective rights

The effective rights per user consist of:

  • All the group rights of the user. If the user is authorised for a certain tab via several groups, the most extensive authorisation applies.
  • Any deviations are set at user level, these supersede group rights. Here you can both expand and limit access.
Procedure
  • Authorise a group for tabs

    You should preferably authorise tabs for groups. This keeps the authorisation clear and makes it easier to manage.

  • Authorise a user

    A user is given the rights for a tab as they are set for the groups of which he is a member. You can set exceptions per user.

  • Show authorisation per user

    For each menu item, action or tab you can view which users are authorised to use them.

Process

Authorisation

Work area

app