We are using Role Level Security to provide specific users with access to specific projects (Group Type A), which works. However, this configuration requires us to update the role level security with each job that is created. Is there a way to associate role level security with a employee workgroup, rather than an individual user?
+19Hello
We can’t connect Roles to a WorkGroup and we can’t use Row-Level security to connect Projects to Work Groups.
Restrict Employees functions on the projects will prohibit employees who are not listed on the Project Employees tab from entering Time, Project Transactions, and Activities for the project.
To connect Projects to WorkGroups would require some customization. Please consider adding your ideas to the Ideas section of Acumatica Community so we can vote for enhancements. Thank you.
Laura
Laura ~ Klear Systems, Inc. Irvine, CA. ~ Click my logo to Follow me ~
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+1markagnew wrote:
We are using Role Level Security to provide specific users with access to specific projects (Group Type A), which works. However, this configuration requires us to update the role level security with each job that is created. Is there a way to associate role level security with a employee workgroup, rather than an individual user?
Hello,
I was just working on Project Restriction Groups yesterday. It was a little tricky, but I did get them working and can provide the step-by-step instructions, attached. It worked just as SRoberts29 describes. Good luck!
Laura
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