Access Rights

Page ID: (AU205200)

On this page, you manage the ScreenWithRights items in the customization project. A ScreenWithRights item contains the dataset of the custom access rights of roles to a form, down to the control of form elements.

Tip: You open the Access Rights page by clicking Access Rights in the navigation pane of the Customization Project Editor.

Page Toolbar and More Menu

The page toolbar includes standard buttons and page-specific buttons and commands. For the list of standard buttons, see Page Toolbar. The page-specific commands can be shown as buttons on the page toolbar, as commands on the More menu, or in both places. These commands are listed in the following table in alphabetical order.

Command Description
Manage Access Rights

Opens the Access Rights by Screen (SM201020) form in a new browser tab, so that you can specify the access rights of the screen that was selected in the table.

Reload from Database

Updates the ScreenWithRights items in the customization project if these items have been modified on the forms related to user access configuration, such as Access Rights by Screen (SM201020), Access Rights by Role (SM201025), and Access Rights by User (SM201055).

Table 1. Add Access Rights for Screen Dialog BoxThis dialog box opens when you click Add New Record on the page toolbar. You use the dialog box when you’ve configured access rights for multiple screens in a staging tenant and you want to apply the same access rights to a production tenant. You do this by clicking the Included check box in the column header for the needed screens.

The dialog box contains the following elements.

Element Description
Included

A check box that you select to add the screen’s access rights to the customization project if you click Add in the dialog box.

You can select all screens or only specific ones. To find a specific screen, you can start typing its name or ID in the Search box, and select this check box for the needed screens.

You select all listed screens by selecting the Included check box in the column header. You would do this primarily when you want to transfer all access rights from one tenant to another. By default, the system adds all access rights to the customization project with the Copy From Current Tenant merge rule.

Screen ID

The ID of the screen (form) for which the access rights will be added.

Title

The name of the screen (form) for which the access rights will be added.

Last Modified On

The date when the access rights were last modified in the system.

This dialog box has the following buttons.
Add

Adds the selected access rights to the table on the page and closes the dialog box.

Cancel

Closes the dialog box without making any changes to the table on the page.

Table

This table lists the ScreenWithRights items in the customization project. The columns of the table are described below.

Column Description
Object Name

The ID of the form for which the access rights will be added.

Description

The description of the access rights.

Merge Rule

The way the system applies the access rights from the customization project when publishing it. The following options are available:

  • Grant All: To set the access rights to Granted for all user roles in the system.
  • Revoke All: To set the access rights to Revoked for all user roles in the system.
  • Copy from Current Tenant (default): To copy the access rights from the current tenant. You select this option when you’re transferring the access rights from the current tenant to a target tenant —for example, from a staging tenant where you’ve configured and tested specific access rights for multiple screens to a production tenant.

    For roles not included in the customization project, the system handles access rights based on the availability of the form in the target tenant as follows:

    • The form exists in the target tenant: Access rights remain unchanged.
    • The form doesn’t exist in the target tenant (that is, it's a new form with no access rights specified for it in this tenant): The system sets the access rights to Revoked.

For details, see To Add Access Rights to a Project.

Last Modified By

The name of the user who last modified the access rights in the customization project.

Last Modified On

The date when the access rights were last modified in the customization project.