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Options for setting up users to add/view projects

  • November 13, 2023
  • 2 replies
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What options do we have when setting up users to be able to add/view projects? 

We know we can apply the system admin role to users for this (which I’m not very keen on).

 

Is there a different approach or various different approaches?

Best answer by Yasas Withanage

Hello @kemery ,

Did you try the access rights? We can grant the relevant access to the users from the Access Rights by Screen.

Example

View-only access rights

 

Now users can view the projects and they are unable to add or edit projects.

 

Delete access rights (Full Access)

Now users can add and edit projects.

 

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2 replies

Yasas Withanage
Acumatica Employee
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Hello @kemery ,

Did you try the access rights? We can grant the relevant access to the users from the Access Rights by Screen.

Example

View-only access rights

 

Now users can view the projects and they are unable to add or edit projects.

 

Delete access rights (Full Access)

Now users can add and edit projects.

 

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  • Author
  • Freshman I
  • November 15, 2023

Looks promising! Thankyou very much @YasasWithanage76 

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