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Options for setting up users to add/view projects

  • November 13, 2023
  • 2 replies
  • 48 views
K
Freshman I
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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 YasasWithanage76

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.

 

2 replies

YasasWithanage76
Acumatica Employee
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  • YasasWithanage76
  • Acumatica Employee
  • Answer
  • November 13, 2023

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.

 

Chris Hackett
K
Mracicot
K
Freshman I
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  • kemery
  • Author
  • Freshman I
  • November 15, 2023

Looks promising! Thankyou very much @YasasWithanage76 

YasasWithanage76
Chris Hackett
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