Currently all our users can access any Bill/Adj. and Cash Purchase/Return by searching and opening results from the Transactions and Profiles tab of the search bar. This includes transactions that they are not able to view on the Payables screens because of their user role. We do not want to disable the search bar for everyone because our admin users use it regularly. Using Row Level Security to restrict access to certain vendors for certain users would be both hard to manage and would not always prevent users from accessing transactions that are not their own or those of people below them in the company tree. We would like the search bar transaction results to match what users have access to on other screens.
Restrict Search Bar Transactions and Profiles Results
+11Hi
In addition to the usage rights restriction features available in the "Row Level Security>Configuration" section, Acumatica currently cannot assign usage rights by data type. So we do this by creating Generic Inquiry (GI). Each GI will only display a specific type of data and then we create Access Rights for users that match that GI.
Please refer to my answer in the post below
Best Regards,
NNT
I have devoted my time and deep passion to Acumatica! 🌐 https://www.linkedin.com/in/phambaotruong
Hi
Thanks for your response. Our problem is that regardless of a user’s access on a generic inquiry screen, they are able to access other data from the search bar. For example, users who, on the Bills and Adjustments screen, only have access to Bills that they are the owner of are able to search for any vendor and view Bills that they are not the owner of.
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