Method Community

I want users to be able to see items (i.e. inventory items list) and interact with items (i.e. create orders), but I would like to keep them from editing the pricing, deleting an item, etc.  Is this combination possible and if so how?

pdirect,

In Method you can limit which Tabs a user can see, if you don't want to them to be able to edit or delete items them from the item list you can either not give them access to the Tab where the items screen exists or remove the Go To or Delete columns from the grid.

-Michael

Thanks.  I know I can limit what a user sees, but in my original post I said I did not want to limit what they SEE . . . I want to limit what they DO. 

So your suggestion helps with the delete option, but doesn't fix the problem of editing an item.  Anyone else know about this?  

pdirect,

What exactly are you trying to limit them from doing? Are you trying to stop them from removing/editing items as whole or removing/editing items from invoices/estimates/etc...? .

-Michael

 I want them to use items on transactions, but I don't want them to edit/delete the items on the items list.

pdirect,

If you edit the grid on the screen (Item List) found at Home > Items and remove the Go to... column it should stop users from editing items because if they can't go to an item they can't edit it. You may also want to hide the New button. It is possible to make any screen in Method read-only by hiding or disabling any button that saves the screen and by making grids/fields read-only. It is also possible to have certain buttons hidden or perform different actions based on the role of the user that is currently logged in.

-Michael

It would be simpler and make more sense if you had Method setup similar to other CRM systems we've used (such as Microsoft CRM) where you can assign users and/or roles "View, Edit, Delete" privileges.  What a hassle to go through all these steps for something simple as this. 

"It is also possible to have certain buttons hidden or perform different actions based on the role of the user that is currently logged in."

How do you do this?

--Shayla

Hi Shayla,

Sorry for the delayed reply. The easiest way to achieve this is to edit the “Click” event for the button you wish to restrict. To do this, do the following:

1. Click edit on the button.

2. Proceed to step 2

3. Click on the ellipsis next to the Click event

4. Proceed to step 2

5. Uncheck any of the roles you would like to restrict access of this button to.

In this scenario, a role which was de-selected from the button will receive an error when attempting to click it.

Your other option is to create a custom text field in the user’s table which will specify the role of the user or a custom yes/no field which says whether they have access. A screen will need to be created in order to manage this. You will then need to create an action set for the OnScreenLoad event in step 2 of the “Advanced…” button (located in the top left of the customize screen). You can retrieve the value from your custom field from the session and store it in an Action Result in order to identify the user. Based on the Action Result you can create a conditional statement with the “Start Conditional Statement” action which will disable and/or hide the requested fields and objects. Don’t forget to finish the conditional statement with the “End Conditional Statement” action!

-Audisho