I am trying to find out how to provide specific rights to user roles to allow them to create drilldowns just for their account. How can I do this?
Solved
Access Rights for Drilldowns
Best answer by prachodayabagade65
Hi
To allow users to create drilldowns only for their own account, you need to handle the following:
• To create drilldowns – grant Delete rights on Generic Inquiries.
• To control which screens users can drill into – use Access Rights by Role. Go to Site Map, locate the target screen, and remove its Workspace assignment. Then grant View rights to the required role. This allows users to access the screen through drilldowns while keeping it hidden from the main navigation menu.
• To restrict which accounts/subaccounts/branches they see – use Restriction Groups, since Access Rights alone do not control data at the record level.
Hope this helps.
+4
Hi
To allow users to create drilldowns only for their own account, you need to handle the following:
• To create drilldowns – grant Delete rights on Generic Inquiries.
• To control which screens users can drill into – use Access Rights by Role. Go to Site Map, locate the target screen, and remove its Workspace assignment. Then grant View rights to the required role. This allows users to access the screen through drilldowns while keeping it hidden from the main navigation menu.
• To restrict which accounts/subaccounts/branches they see – use Restriction Groups, since Access Rights alone do not control data at the record level.
Hope this helps.
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