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Set permission for specific screen

Last post 06-08-2015 12:35 PM by Method_Audisho. 1 replies.
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  • 06-08-2015 12:23 PM

    Set permission for specific screen

    Hi - how do I set permission on a screen level.  For example, if I have 5 screens in the customer tab (A, B, C, D, E ) and I want users in Role 1 to be able to see only screens A, B, C and users who are role 2 to see only screens D, E - how would I accomplish that?


    Thanks

  • 06-08-2015 12:35 PM In reply to

    Re: Set permission for specific screen

    Hi pinline,

    You can accomplish this in a couple of ways.

    1) Create 2 tab groups with the desired accessible screens (1 for each role) and give each user access to the corresponding tab group.

    2) Select the roles that have access to each tab link (screen). This can be done from the Customize > Tabs screen by selecting Edit Tab Links and selecting Edit under Roles That Can View for each tab link.

    I hope this helps.

    -Audisho

    Audisho Sada
    Product Manager
    Method:CRM
    a.sada@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
    Fax: 416.640.6027
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