Tuesday, November 26, 2019

NAV/BC - Limit Item Master visibility by using user permissions


  • By default, user has no access to anything
    • Each permission rule will only add more permissions
    • No rule will explicitly deny, unless you are using a filter
    • If any rule explicitly gives permission, the user will have permission
  • Permissions
    • Filter On Item Table
      • Ideally, a single role should be created specifically for limiting each user group to a specific division
      • Existing item fields can be used, or a custom field added specifically to manage the Division that can view the item
    • Must create your own SUPER and Foundation and Basic permission sets that do not include the item table you are trying to filter on, otherwise the allow rule will take precedence
      • any item table rule without an item division filter will allow all records

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