About operations with restriction groups

The operations that you can perform with restriction groups (such as creating the groups, adding entities to a group, deleting entities from a group, and viewing group details) depend on the window. This topic describes the operations that you can perform with restriction groups.

The following table explains how to create a restriction group to restrict the visibility of some system entities.

STEP ACTION
1

Open one of the windows in the Row-level security workspace, which you can use to create restriction groups with the particular system entities you want to add.

For examples of combination of restriction groups, see: About restriction groups in Visma Net.
2 Enter a group name that reflects what the group limits visibility to.
3 Select the group type.
For information about the types of restriction groups, see: About types of restriction groups.
4

If the group includes users, select the users that will be included in the group on the Users tab.
5

Select the values of the entity that should be included in the group on the tab with the list of entities.

For example: If the entity is warehouses, you select the particular warehouses you want to include in the group.
6 Repeat this step for each entity type that you want to include in the group.
7 Save your changes.

If you do not want to apply the restrictions of a group to the entities included in the group, you do the following.

STEP ACTION
1

Open the Restriction groups (SM201030) window.
2

In the Selection area, select the restriction group you want to edit.

3

Clear the Active check box.
4 Save your changes.
5 Result: Restrictions configured in the group are no longer applied to the entities.

To simplify the process of adding new supplier and customers to restriction groups, you can specify a default restriction group for a supplier or customer class. This means that suppliers and customers of the selected class will be included in the restriction group automatically.

The following table explains the steps to specify a default restriction group for a supplier class.

STEP ACTION
1 Go to the Supplier classes (AP201000) window.
1 In the Class ID field, select the supplier class for which you want to specify the default restriction group.
2 Go to the General settings tab, and in the Default restriction group field of the Default general settings, select the default restriction group that will be used for the selected supplier class.
3 Click Apply restriction settings to all suppliers in the window toolbar, to include all entities of the class in the default restriction group.
4

Save your changes.

You perform similar steps in the Customer classes (AR201000) window when you want to specify a default restriction group for a customer class.

The following table explains how to remove all class entities from a default restriction group to cancel the visibility restriction for entities of a supplier class.

STEP ACTION
1

Open the Supplier classes (AP201000) window.
2

Go to the General settings tab, and in the Default general settings section, clear the value in the Default restriction group field.
3

Click Apply restriction settings to all suppliers in the window toolbar.
4

Save your changes.

In the Customer classes (AR201000) window, you can perform similar steps to remove customers of a class from the default restriction group.

While addressing your everyday tasks, you may need to add users and entities to restriction groups that you have created and configured previously.

Suppose that a new employee of your organisation should use accounts with limited visibility, or that new stock items have been added to the system and should be in a particular restriction group.

Follow these steps to add an entity to an existing group.

STEP ACTION
1

Go to the Row-level security workspace.
2

Open the window that displays restriction groups for the entity you want to add to the restriction group.

For example: For a user, you open the Restriction groups by user (SM201035) window.
3

In the top part, select the entity that you want to add to a restriction group.

For example: In the Login field, you select Todd Bloom.
4

In the table with the list of restriction groups, select the unlabelled Included check box for each group in which you want to include the selected entity.
5

Save your changes.

After you have included the entity in the restriction groups, the system applies the visibility limitations to the entity.

Similarly, you can remove entities from a restriction group by clearing the Included check box for this group.