Case: How to grant access rights for a specific object within a section that a user normally has restricted access to A user does not have access to a specific section but needs permission to read and edit a particular object that belongs to that section.
Example:
A user lacks does not have access to view the Sales and Purchasing sections but needs permission to read and edit the company Companies master data.
For instance, User Carl , who has an HR Manager access profile only:.
if we need to grant him access to read/edit Companies master data:
Configure the Required Access Rights
In Administration → Master Data → 1.Create a new access profile with specific roles for Companies: In Administration - Master Data - Access Groups Profiles, add a new profile and assign roles for the required object:.
For the Company's Companies master data, the following roles should be included:
- Add and Edit Companies
- Settings Companies
- Read Companies Information
2. Give new Companies master data profile to user's access rights (in Administration - Master Data - Users, Access Rights tab):In Administration → Master Data → Users, open the user's Access Rights tab and assign the newly created access profile.
After applying the specified settings, user Carl will gain the rights to read and edit the Companies catalog, but will not see it in his user interface (as Companies master data is part of the Sales and Purchasing sections, which Carl does not have access to).
Solution:
How to find an object that is not available in the standard section navigation using Global Search, but you have access rights to this object
Use the Global Search field User Carl can locate the company's catalog by name using the full-text search function at the top of the FirstBit ERP system interfaceinterface.
Enter the name of the required object, for example, Companies.
Select the required object from the search results.
The object can be opened only if the user has the appropriate access rights.
For easier access in the future, the user can add the object to Favorites Additionally, if needed, user can find this directory using the global search function, or, for more convenience, user can add it to the favorites panel by clicking the star icon next to the Company object name.
Thank you for being FirstBit customer!
#New access right #Objects within the section #Object Not Visible #Object Not in Menu #Access Without Section #Global Search #Object Access Rights