You use this program to define access to key fields such as Banks, Accounts Payable branches, Accounts Receivable branches, Warehouses, etc., for specific roles.
These settings are applied to the operators assigned to the role. This enables you to restrict operator access to specific warehouses, branches, banks, etc.
If you do not use roles, then these access restrictions can be assigned to individual operators (see Operators).
Field | Description |
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Configuration | |
Copy From Another Configuration | Select this to copy the Access control settings from another operator or another role to the currently displayed role (see Copy Selected Configuration). |
Save | Select this icon to save the details you entered or changed. |
Save and Close | Select this icon to save the details you entered or changed and to return to the previous screen. |
Role | Indicate the role for which you want to maintain access control settings. |
Organogram | Select this to use the Role Organogram Maintenance program to view and manipulate the hierarchy of roles (organorgam) for your organization. |
This screen is displayed when you select the Copy From Another Configuration option from the Configuration menu.
This enables you to copy the Access control settings from another operator or from another operator role to the currently displayed role.
If you selected the option: Access control by company within role (Roles - Global Configuration), then you can copy the Access control settings from a role in a different SYSPRO company.
Field | Description |
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Copy Configuration | Select this to copy the Access
control settings for the operator or role
currently highlighted in the listview to the currently
displayed role. When you select this option, you are prompted to confirm the copy. When you confirm the copy, the current program Access control settings for the role/operator are replaced by the Access control configuration for the role you highlighted in the listview. |
Close | Select this to return to the previous screen. |
Type | Access control can be defined by operator (Operators) or by operator role (Role Access Control Maintenance). This indicates whether the code displayed in the listview is an operator or an operator role. |
Code | This indicates the code of the operator or operator role. |
Company | This indicates the code of the SYSPRO company in
which the role exists. This is only displayed if you selected the option: Access control by company within role (Roles - Global Configuration). Where this column is blank, it indicates that the role is defined in the current company. |
Name | This indicates the description defined against the operator or the operator role. |
Field | Description | ||||
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Access control | This column displays the key fields for which you can configure operator role access. | ||||
Warehouse | Select this to configure the level of warehouse access
for the role.
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AR Branch | Select this to configure the level of Accounts
Receivable branch information access for the role. The access level defined here also applies to customer and account information within the SYSPRO Contact Management System. If you are editing your own A/R branch restrictions, you are only able to select those branches to which you have access. |
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AP Branch | Select this to configure the level of Accounts Payable
branch information access for the role. The access level defined here also applies to supplier information within the SYSPRO Contact Management System.
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Bank | Select this to configure the level of Bank information
access for the role.
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Job Classification | Select this to configure the level of access the
operator(s) in the role will be given to jobs, based on the
job classification.
The following restrictions apply to operators belonging to a role which is denied access to a job classification:
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Account type | Select this to configure access control to specific
account types within the Contact Management System. All programs and business objects that access Contact Management account types will honor these access security privileges. When defining a list of account types, you can configure a maximum of 20 account types to be allowed/disallowed per role.
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Contact property | Select this to configure access control to specific
contact properties within the Contact Management System.
All programs and business objects that access Contact Management contact properties will honor these access security privileges. When defining a list of account types, you can configure a maximum of 20 account types to be allowed/disallowed per role. |
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Contact classification | Select this to configure access control to specific
contact classes within the Contact Management System. All programs and business objects that access Contact Management contact classes will honor these access security privileges. When defining a list of account types, you can configure a maximum of 20 contact classes to be allowed/disallowed per role. |
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Contact type | Select this to configure access control to specific
contact types within the Contact Management System. All programs and business objects that access Contact Management contact types will honor these access security privileges. When defining a list of account types, you can configure a maximum of 20 contact types to be allowed/disallowed per role. |
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Contact category | Select this to configure access control to specific
contact categories within the Contact Management
System. All programs and business objects that access Contact Management contact categories will honor these access security privileges. When defining a list of account types, you can configure a maximum of 20 contact categories to be allowed/disallowed per role. |
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Contact territory | Select this to configure access control to specific
contact territories within the Contact Management
System. All programs and business objects that access Contact Management contact territories will honor these access security privileges. When defining a list of account types, you can configure a maximum of 20 contact territories to be allowed/disallowed per role. |
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Access type | This indicates the level of access granted to the role for the key field. | ||||
All | Select this to grant the role access to all values for the key field. | ||||
None | Select this to deny the role access to all values for the key field. | ||||
Allowed List | Select this to define a list of values for the key field to which the role has access. | ||||
Denied List | Select this to define a list of values for the key field to which the role does not have access. | ||||
List | |||||
Configure List | Select this to define the list of values for the key field to which the role has access or is denied access. This option is only enabled if you selected the option Allowed List or Denied List at the Access type field. | ||||
Filter reports and browses | Select this if you want to prevent the role from
viewing the data for the key field in browses or reports.
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The Configure List option for a key field enables you to define the list of values for the key field to which the operator role has access or is denied access.
You can sort the displayed values in the Available List and Denied List listviews according to any column within the listview by positioning the mouse pointer on the heading of the column you want to sort and clicking the primary mouse button (e.g. typically the left mouse button). In addition, you can toggle the listview to sort the data in ascending or descending sequence by merely clicking the mouse pointer in the heading column.
Field | Description |
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File | |
Accept and Close | Select this to accept the changes you made and to return to the previous screen. You need to select the Save function to save the changes against the role you are maintaining. |
Cancel Any Changes | Select this to ignore any changes you made and to return to the previous screen. |
Available List | This list indicates the key field values to which the role currently has access. |
Assign Selected | Select this to move the currently highlighted key
field values in the Available List to
the Denied List for the role.
Once you have saved this setting, the role will be denied access to these key field values. |
Assign All | Select this to move all key field values in the
Available List to the Denied
List. Once you have saved this setting, the role will be denied access to all key field values. |
Denied List | This list indicates the key field values to which the role currently does not have access. |
Remove Selected | Select this to move the currently highlighted key
field values in the Denied List to the
Available List for the operator.
Once you have saved this setting, the role will be allowed access to these key field values. |
Remove All | Select this to move all key field values in the
Denied List to the Available
List for the role. Once you have saved this setting, the role will be allowed access to all these key field values. |
When you highlight a line in the Access Control listview and typically click your right mouse button, the following option is displayed:
Field | Description | ||||
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Copy To Other Roles | Select this to use the Role Program Global Changes program to copy the
currently highlighted access control configuration(s) from
the current role to other roles.
For example: Role X currently has access to All warehouses. Role Z has access to Warehouses N, S,and E only. If you copy the Warehouse access control settings from Role Z to Roles X, then no changes are made to Role X (i.e. Role X will still have access to All warehouses). In other words, any role that has an access setting configured as All will not be overwritten by copying that setting from another role. |