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Custom workspaces per user/role

  • December 10, 2020
  • 3 replies
  • 300 views
R
Freshman I

Hey Folks,

 

I am wondering if there is an option to show users only the workspaces that are relevant to them. For instance someone in Procurement does not need to see the Banking workspace.

 

Thanks!

Best answer by ccleary

@robmellentine this can be restricted by user security. If the user does not have access to screens within that menu, they will not see that menu option

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    Janella
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      Janella
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    ccleary
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    • ccleary
    • Jr Varsity I
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    • December 10, 2020

    @robmellentine this can be restricted by user security. If the user does not have access to screens within that menu, they will not see that menu option

    -Chris Cleary, ProServe Solutions, Acumatica MVP (2018-2020)
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      robmellentine
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    Freshman I
    • robmellentine
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    • Freshman I
    • 3 replies
    • December 10, 2020

    Got it. I was hoping to adjust this on a user by user level instead of for the whole role. I can work with this. Thanks.

    ccleary
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    • ccleary
    • Jr Varsity I
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    • December 11, 2020

    @robmellentine you could create a new role “Restrict Banking” and keep everything for that role as not set, then only restrict banking. 

    Assign that new role to a single user

    The other users in the role would then be unaffected!

    -Chris Cleary, ProServe Solutions, Acumatica MVP (2018-2020)

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