Access rights by role (SM201025)
In this window, you can fine-tune the access rights each role has to system workspaces, windows, and even specific window elements. Also, you can create a role directly on this window and configure its access to system entities.
You use this window when you want to give a particular user role access rights to multiple Visma Net system objects. For example: You might use this window to give the custom user role Chief accountant access to all windows of the General ledger, Cash management, and Supplier ledger workspaces.
You can also set multiple roles’ access rights to modules, workspaces, windows, and window elements in the Access rights by window (SM201020) window.
What to do from this window
The window toolbar
| Button | Description |
|---|---|
| Copy role | Copies the set of access rights of the selected role to the new role. To create and populate a new role, type the new role name in the New role name field in the New role dialog box, which appears when you click this button, and click Copy. |
The New role dialog box
This dialog box opens when you click the Copy role button. By using this dialog box, you can copy the current role’s set of access rights to a new role.
| Element | Description |
|---|---|
| New role name | The name of the new role to which access rights will be copied. |
| Copy (button) | Creates a new role and copies the access rights of the current role to the new role. |
The top part
You use this area to specify the name and description of a new role or to select an existing role.
| Element | Description |
|---|---|
| Role name | The role name. Select a name from the list of roles or, if you’re adding a new role, type the role name. |
| Role description | The description of the role. |
The left pane
In this pane, system workspaces are represented as first-level nodes. The top node represents the home page dashboard. Click the node icon to the left of any module to expand it and view the workspaces within it. Click the node icon to the left of any workspace to expand the node and view the hierarchical structure of the workspace. Some workspaces have a single-level list of windows, while other workspaces have more levels, which correspond to the organisation of these windows on the user interface. Click the node icon to the left of any window to expand the node and view the list of window elements, such as tabs and grids.
The Hidden node contains system objects, such as windows and reports, that are not displayed in the site map but can be accessed through other windows.
When you click any node, the right pane displays the list of its objects with the level of access rights the role has to each object. You can restrict access to these objects as well.
The right pane
In this pane, you can view and edit the access rights of the selected role for the objects of the selected node. To change a level of access rights, in the row with the appropriate object, select the needed option in the Access rights column.
| Column | Description |
|---|---|
| Description | The name of the object. |
| Access rights | The access rights of the selected role for the object. For more information, see: About levels of access rights. |
| Applies to children | A check box that indicates (if selected) that the access rights level to a system object specified for the selected role is the same for all nested objects (children) within the object. You can change the access rights level for any nested object manually. The system clears this check box automatically when the access rights levels of the system object and its children become different. |