The Rights tab

The Rights tab contains the same options and settings for users and groups.

Select the User management area.

• Open the selected folder, for example, Users.
• Select one or several users or groups.

 Select Properties to change the properties.

The Properties of window opens.

• Select the Rights tab.
• Select the desired data record type in the upper Rights tab.
• Select the desired Access rights to the selected data record type.

You can select from the following options: Full rights, Delete, Change, Insert and Read.

Important information

A user's user rights and group rights are compared and the highest apply. This is why a user's group membership should not grant him or her more rights than intended.

All data record types are displayed in the upper part of the tab. If you select a data record type, rights which the user or group is to receive on these data record types can be activated in the lower part of the tab. The Additional functions entry contains special rights for the ERP connect module.

In order to assign user or group rights to data record types, the data record type in the Database area must be set user-sensitive. If you change certain data record types to be public, these data record types can only be saved public. This is recommendable for certain data record types. You can e.g. set all tasks in your company public if you want all users to be able to work with tasks.

Filter

• First, select the required data record type in the upper Rights tab.
• Select the Filter button.
• Define, for which data records of a record type the user or the group is allowed to exert his or her rights.

Example: the Category field of documents includes the unit to which this document is assigned. Each division has full rights on your documents. All users of a division are assigned to a group. In the Rights tab of documents, you can filter by the Category field for this group.

Example
With a filter, you can also restrict access to public data records. Addresses are e.g. not user-sensitive and therefore public. But addresses of the human resource division are not intended for public use. These addresses are assigned a special category. You can then set a separate filter for this data record type.

The Filter value of a filter condition for international input help options is displayed and selected in the language of the database.

Rights in the lower part of the tab apply to data records which are preselected by the filter. Rights do not apply to data records which are not selected by the filter.

Details

• First, select the required data record type in the upper Rights tab.
• Select the Details button.

A window with all columns of the selected data record type is opened.

• Select the columns the user or group is allowed to view or edit in this window.
• Via the Read all and Modify all options below the list, you can assign the corresponding right for all columns.