x Want to participate? Join the group to interact
  • State Not Answered
  • Replies 1 reply
  • Subscribers 239 subscribers
  • Views 1083 views
  • Users 0 members are here
Browse Forums
Sage 100 Contractor Announcements
119
topics
57
replies
Sage 100 Contractor General Discussion
1k
topics
4k
replies
Sage 300 CRE Announcements
168
topics
526
replies
Sage 300 CRE General Discussion
3k
topics
8k
replies
Sage Construction Management Announcements
4
topics
0
replies
Sage Construction Management General Discussion
15
topics
20
replies
Sage Estimating Announcements
39
topics
3
replies
Sage Estimating General Discussion
188
topics
442
replies
John M Jankowski

Security - Access based on PM

Posted By

We have security setup from initial install that utilizes a "Condition" to restrict access to job records. A formula of "Operator = Project Manager" is used to allow project manager to view their projects only. This causes issues for anyone other that PM who does an inquiry as they have to remove the condition.

What would be the best way to setup security permissions? task, files or records?

  • 0

    John,

    You could use Record security to do this. Record Security allows you to restrict access to reports and inquiries to specific roles. As long as the user is a member of the role assigned to the project, they would be able to access the information.

    You can find more information on setting up Record Security in our knowledgebase. Login to http://support.na.sage.com (you will need to login using your email address and password) and search for 34639 - "How to set up Record Level Security?"

    Also, you can go to you Help menu and select Product Documents. There you can find the User's Guide that has a chapter on security.

    Thanks!

     

*Community Hub is the new name for Sage City