Question

Is there a way to keep invoice attachments on AP bills and restrict access to the attachments?

  • 14 October 2021
  • 1 reply
  • 19 views

Scenario: Occasionally there are invoices that contain confidential matters e.g. legal invoices. There is  read only security set for department type security roles on the Bills screen so users have visibility to the invoice details.  But this also gives them access to view attachments.

Is there a way to keep invoice attachments on AP bills and restrict access to the attachments?


1 reply

Hi there!

Prior to 2021 R1, Form and File access were tied together.  However, we got some additional functionality in this last upgrade.

To restrict a specific file, navigate to it’s File Maintenance screen:

 

Go to the Access Rights tab, and untick the “Inherit Access Rights” box:
 

 

This last part is funky, JUST unticking the box doesn’t really do anything.  You then have to choose a Primary Screen with the Access Rights that you want the file to mimic.  To fully lock down the file, choose some “admin-only” type screen (I use All Emails).

If you do that, then any non-admin who looks in the Files of the document will see that it exists, and it’s File Name, but will receive an error when they try to open it.

Hopefully that helps!

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