Access Rights to Generic Inquiries: To Define Access Rights to a Generic Inquiry

In this activity, you will learn how to specify access rights to a generic inquiry that has been created on the Access Rights by Screen (SM201020) form.

Attention:
This activity is based on the U100 dataset. If you are using another dataset, or if any system settings have been changed in U100, these changes can affect the workflow of the activity and the results of the processing. To avoid any issues, restore the U100 dataset to its initial state.

Story

Suppose that you are a system administrator who manages user access to MYOB Acumatica in your company. A financial supervisor of your company has requested that you allow users who are working with the SweetLife Store branch to view information on the Expected Receipts (GI000081) inquiry form, which is the predefined generic inquiry form with the DB-ARexpectedReceipts inquiry title and the Expected Receipts site map title specified on the Generic Inquiry (SM208000) form.

For the DB-ARexpectedReceipts generic inquiry, you have reviewed the inquiry settings on the Entry Point tab of the Generic Inquiry form and made sure that the inquiry is not configured as a substitute form for an entry form. This means that you need to specify the level of access rights directly for the form because the inquiry form does not inherit access rights from an entry form.

You have reviewed the roles that are assigned to the employees of the branch and determined that to give these employees the ability to view information on the form, you need to assign the View Only level of access rights to the Branch Retail role.

Process Overview

You will use the Access Rights by Screen (SM201020) form to select the DB-ARexpectedReceipts inquiry form and then assign the View Only level of access rights to for the Branch Retail role. Then you will sign in to MYOB Acumatica with credentials of a user with the Branch Retail role (the username is rains), open the Expected Receipts (GI000081) inquiry form, and make sure that you can view information on the form, to verify the level of access rights.

System Preparation

Launch the MYOB Acumatica website, and sign in to a tenant with the U100 dataset preloaded as system administrator Kimberly Gibbs. You should sign in by using the gibbs username and the 123 password.

Tip:
The gibbs user is assigned the Administrator role, which has sufficient access rights to manage the system configuration and to modify generic inquiries, advanced filters, pivot tables, and dashboards.

Step 1: Defining Access Rights

To set up the View Only level of access rights to the Expected Receipts inquiry form, do the following:

  1. Open the Access Rights by Screen (SM201020) form.
  2. In the left pane, open the Data Views node, and click Expected Receipts to specify access rights to this form.
    Tip:
    The node in which you find the inquiry is the setting in the Workspace box in the Summary area of the Generic Inquiry (SM208000) form for the generic inquiry. The system will display a tooltip with the screen identifier (in this case, GI000081) when you point to a node.
  3. In the right pane, in the row with the Branch Retail role, select View Only in the Access Rights column.
  4. Save your changes.

Step 2: Verifying Access to the Form for a User Assigned to the Role

To verify that a user with the Branch Retail role has the View Only level of access rights to the Expected Receipts (GI000081) inquiry form, do the following:

  1. In the right corner of the top pane on the MYOB Acumatica screen, click the User menu button, and in the menu that opens, select Sign Out.
  2. Sign in to MYOB Acumatica with the following credentials:
    • Username: rains
    • Password: 123
  3. On the main menu, click the Data Views menu item. In the corresponding workspace, which opens, click Expected Receipts in the Inquiries category. Make sure the form is displayed.
  4. Make sure that in the top right of the form title bar, the Customization menu is not displayed, which means that the user cannot modify the inquiry.
  5. In the right corner of the top pane on the MYOB Acumatica screen, click the User menu button, and in the menu that opens, select Sign Out.