Add data filters

You can add data filters for tables for which you wish to limit access.

In the filter authorisation by employee, you can also filter on Manager and Replacement executive (these values are taken from the organisation chart).

To add data filters:

1. Go to: General / Management / Authorisation tool.
2. Go to: Extra/Data filter maintenance (or click ).

   

   The Data filters window is then opened.

   

   On the left-hand side of the window, you see the tables to which authorisation based on data filters can be applied. For the tables for which filter authorisation is active the filter symbol is shown in red.

3. Select the filter type.
4. In Default access selected filter type:, select According to filters.

   Profit reports that you must add at least one filter. This message is only shown if there are no filters yet for the filter type.

   Note:

   After selecting According to filter, Profit will set the authorisation based on filters for all groups and users.

   Because none of the filters have been activated for the groups and users, the users no longer have access to the data in question until you add and activate the filters for the relevant groups and users.

5. Click on: OK. 
6. Add the filter that does not exclude any data. Without this filter, none of the users could view all the dossier items.
   1. Click on: Add.

      

   2. Enter a clear name for the filter in Description, for example Complete access.
   3. Leave the selection in Access set to Complete.
   4. Click on: Refresh to check the operation of the filter.
7. Add a selective filter.
   1. Click on: Add.
   2. Enter the description of the filter.
   3. Select According to filter.
   4. Copy the filter below.

      

   5. Record the filter.
   6. Click on: Refresh to check the operation of the filter.

       

8. Click on: OK. 

   A message appears notifying you that only the filter is saved, not the result just shown.

9. Click on: Yes.
10. Click on: Close.