Managing visibility of records

Managing visibility of records

Menu Path: Setup > Common Setup > Access Control and Report Design > Records Access tab
Accessible to: Application Administrator

From this tab you can assign the roles which will have the option to access records across modules. Select the roles you want to give access to in the second column. If the role is not mapped as Initiator or Approver then the access will be to only view in process or completed records. Draft records created by a user cannot be viewed by anyone else (in general).




    • Related Articles

    • Managing Widget and Charts Visibility

      Menu Path: Setup > Common > Access Control and Report Design Accessible to: Application Administrator 1. Widget Visibility Widgets which can be made available to the employees and can be added or removed by them on the dashboard. Some widgets are ...
    • Managing reports

      Menu Path: Setup > Common Setup > Access Control and Report Visibility > Report Access tab Accessible to: Application Administrator From this tab you can a) manage the display of time format fields b) enable or disable the visibility of a reports / ...
    • Managing calendars

      Menu Path : Setup > Common > Calendars Accessible to : Application Administration All calendars created by company including past and active calendars are shown on the page. You can select the year from drop down and view the details of any calendar ...
    • Managing Customers

      Menu Path: Setup > Common > Companies > Customers tab Accessible to: Application Administrator This tab will be visible automatically when one of the following features or modules are activated - 1. Project module 2. Field Force Management module 3. ...
    • Managing Companies

      Menu Path: Setup > Common > Companies > Company tab Accessible to: Application Administrator On this tab details of company are updated. The details of company which are used for generating invoice from EazeWork are picked up from a different page, ...