Method:Classic General Q&A

Re: Duplicate screens in mobile environment for managers and above

Method_Adam — Fri, 15 Mar 2013 21:41:53 GMT

Mike,

You should be able to get around this by assigning each user to a specific tab group. For example, if user1 and user2 have access to the Mobile Users A tab group, they'll see those screens. If user3 and user4 have access to the Mobile Users B tab group they'll see those screens. What you have to make sure is that a user only has access to one tab group or they may see the screens from the other tab groups they have access to.

You could also make an admin tab group that contains all of the screens from each tab group, and only allow the admins to access that tab group. Since the tab groups can contain the same screens they would not need access to tab groups Mobile Users A and B since those screens are included in the admin tab group.

I hope this makes sense.

- Adam

Re: Duplicate screens in mobile environment for managers and above

MikeB — Fri, 15 Mar 2013 16:45:18 GMT

I'm not sure I understand your answer.

To clarify - here's my setup:

"Mobile Users A" tab Group
"Mobile Users B" tab Group
The standard "Mobile Users" tab group still exists. Do I need to delete this? Uncheck "Show" for all the screens in it?

Each group (A or B) has 3 common screens (Invoices, Customers, Actrivities), while the B group has an additional screen (Leads). Different users see different tab groups. However, the manager/admin sees ALL screens - even duplicates of the Leads screen.

Is there a better way to set this up? Perhaps using roles?

Or is there no solution, and when managers sign in they will always see duplicates of the 3 screens.

Re: Duplicate screens in mobile environment for managers and above

Method_Adam — Fri, 15 Mar 2013 16:10:18 GMT

Hi Mike,

If you have multiple Mobile tabs in the Mobile Users tab group this can happen if they contain the same screens.

- Adam

Duplicate screens in mobile environment for managers and above

MikeB — Fri, 15 Mar 2013 14:01:16 GMT

The drop-down box that contains the various tabs to select in the mobile environment contains 2 copies of each tab for managers (and above). Is there any way to get rid of this? I checked the roles assigned to one of the managers, for example, (using "Customize>>Users") and "Manager" and "Staff" were both checked. I unchecked "Staff" and thought that might help but it didn't.