Role Activities and Fields Maintenance

You use this program to configure access to activities and fields for an operator role. The settings can then be applied to all operators assigned to the role.

If you have not implemented roles, then you can assign access restrictions to individual operators using the Operators program.

Role Activities and Fields Maintenance

Toolbar and menu

Field Description
File  
Close

This returns you to the previous screen.

Configuration  
Copy From Another Configuration Copies the Activities and fields settings from another operator or role to the currently displayed role.

You can also copy settings from a role in a different company, provided you enabled the Access control by company within role global configuration option (Roles).

A blank entry in the Company column indicates that role is defined in the current company.

The Type column indicates either an operator or an operator role.

Role Indicates the role for which you want to maintain access to activities and fields.
Organogram Loads the Role Organogram Maintenance program to view and manipulate the hierarchy of roles for your organization.

Security

Field Description
Activities These options enable you to configure access control to specific activities.
Activity selection Indicate the level of security required for activities.
Configure activities This is enabled when you set the Activity selection to List.

The list of Security Activities is displayed, enabling you to configure the level of access the role has to activities within SYSPRO.

You can highlight multiple activities using your mouse together with the Ctrl or Shift keys in the Activities listview.

Right click to display additional options.

OptionDescription
Allow AccessAllows access to the highlighted activity.
Deny AccessDenies access to the highlighted activity.
Copy to Other RolesCopies the Allowed activities to another role.

Denied access has to be configured against each individual role.

Fields These options enable you to configure access control to specific fields in SYSPRO.
Activity selection Indicate the level of security required for fields.
Configure activities This is enabled when you set the Activity selection to List.

The list of Security Fields is displayed, enabling you to configure the level of access the role has to fields within SYSPRO.

You can highlight multiple fields using your mouse together with the Ctrl or Shift keys in the Fields listview.

Right click to display additional options.

OptionDescription
Allow AccessAllows access to the highlighted field(s)
Deny AccessDenies access to the highlighted field(s)
Copy to Other RolesCopies the Allowed field(s) to another role.

Denied access has to be configured against each individual role.

Notes and warnings

Copy restrictions

  • When using the Copy to Other Roles option for either Activities or Fields, you cannot copy individual disallowed activities, because Allowed always takes precedence over Disallowed.

    Disallowed settings are only copied when you copy an entire configuration.