Solved

Custom workspaces per user/role

  • 10 December 2020
  • 3 replies
  • 219 views

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!

icon

Best answer by ccleary 10 December 2020, 20:40

View original

3 replies

Userlevel 3
Badge

@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!

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.

Userlevel 3
Badge

@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

Reply


About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved