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Generic Inquiry: Permissions

  • August 27, 2024
  • 2 replies
  • 193 views

chrislower
Jr Varsity III
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I have a user who needs to log in and view only two specific dashboards, both of which are powered by a single generic inquiry (GI). While everything is functioning correctly in terms of dashboard access, the user is also able to access the GI directly, which I would like to prevent. Is there a way to allow the user access to the data from the GI without displaying the GI itself on their screen or allowing them to click into it? I tried unpublishing the GI from the UI, but this removed my ability to manage access permissions.

Best answer by chrislower

Quick Update:

For anyone who might encounter this, I was able to achieve the desired outcome by republishing the GI without assigning a Workspace or Category. Afterward, I navigated to Access Roles and located the GI under the "Hidden" section. From there, I was able to assign the appropriate access permissions.

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2 replies

chrislower
Jr Varsity III
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  • Author
  • Jr Varsity III
  • 23 replies
  • Answer
  • August 27, 2024

Quick Update:

For anyone who might encounter this, I was able to achieve the desired outcome by republishing the GI without assigning a Workspace or Category. Afterward, I navigated to Access Roles and located the GI under the "Hidden" section. From there, I was able to assign the appropriate access permissions.


Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • 2751 replies
  • August 27, 2024

Thank you for sharing your solution with the community @chrislower!


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