Configure access rights for a selected user role

You use the Access rights by role (SM201025) window to set up access rights to multiple system objects (such as workspaces, windows, and window elements) for a customized role in Visma.net ERP.

The following table describes the steps to set up access rights for a single user role, that you have customized in Visma.net ERP. Predefined roles are managed from Visma.net Admin.

STEP ACTION
1 Gå till fönstret Access rights by role (SM201025).
2

Select a user role in the Role name field.
3

In the System tree, click the system object to which you need to set up access rights as follows:

  • Click the Company name node.
  • Click the name of a necessary workspace.
  • For a window: Expand the node of a necessary workspace to the window level, and click the name of the workspace.
  • For a window element: Expand the node of the necessary workspace to the window element level, and click one of the following:
    • The window name, if you are setting up access rights to a container of window elements (that is, a sub-form, a tab, or a grid).
    • The name of the container of window elements, if you are setting up access rights for a window element (that is, a text field or an action).
4

In the right pane, for the row with the required system object, select the level of access rights from the drop-down list.
För mer information, se About levels of access rights.
5 Klicka på .
6

Repeat steps 2–5 for each system object to which you need to set up access rights for the selected role.

Related concepts

About role-based access

Related windows

Users (SM201010)