Method Community

Good Morning,

I was hoping to get some advice on customizing a screen I have in Method.  I have been tasked of taking over the role of Admin of our Method account and have no idea what to do.  As you can see from the screenshot we have tabs within our customer center within Method.  There is a “Payment & Job” info tab at the bottom of the screen and I want to block this out to our internal and external sales team so they cannot edit or see payment information for the clients.  But I want to be able to retain that screen and have it only be visible to the key administrators such as myself.  I believe this would be to create a “Ghost Screen” or layered screen over it or something.  Can somebody advise on how I can do this? 

Thank You,

JY

Hi JY

How many people, approximately, would you be allowing or not allowing access to the Payment & Info tab? That might determine the best way to set this up.

You can hide a section in the Advanced Screen Properties which can be accessed via the 'Advanced...' button on the left hand column when customizing a screen. From there you can add a Conditional Statment OnScreenLoad action. If you haven't already, have a look at this Help Centre article on Conditional Statements.

At a glance these are a handful of the ways it could be done:

- Add a grouping to the users you do or do not want accessing the tab (step 10 when editing or creating a user). Requires a retrieve field from table first.

- If it is just the Master Admin to access the tab you can use a session variable in the conditional statment

- You could explicitly state the usernames if there are only a couple

Let me know how many users you want to allow or how many you want to restrict and I can recommend a way to do it and point you in the right direction.

Jeff

Jeff,

Thank you fore the response.   Basically we believe the sales team internally are editing the info somehow in Method which affects the QB side for our accounting needs.  Like we are finding CC# disappearing all the way to names being erased and that.  I have already hidden the payment tab within Method so the Sales Team cannot affect that but they still can edit info such as phone numbers and names.  I want to be able to limit editable features once it has been inputted into Method. I want to be able to only give permissions for editing information to  but a few key people. I know I have heard of editring roles but unhamilar about going about that.  Can you offer any advice?  

Thank you ,

Joshua

Hi Joshua

Out of curiosity, which way did you end up using to hide the Payment tab? If you used a group for the users and used a conditional statement on screen load you can do a similar thing here. There is an action  called 'Enable/Disable Field/Object' where you can choose a field and set it to always enable, always disable or toggle between the two. This makes the field read only and will probably give you what you want.

Let me know if you have any trouble setting that up.

Jeff

Jeff,

I just simply elected to "Hide" that section. But this is a soimply quick fix.  I need to be able to set the tabs so they cannot edit them after inputing the data.  If I follow the directions you outlined will this work for that purpose?

Joshua

Hi Joshua

I can't say it will work for certain but by adding a grouping to users and setting up some OnScreenLoad actions should do the job you are after. Once you've added a group to one or more users (available in Step 10 of editing or creating a user) you can use a 'Retrieve Value from Table' action to grab the user's grouping based on the 'User - Record ID' session value. You would then want to use a conditional statement based on if the user is in that grouping. In terms of the actions available to restrict access you would probably be wanting to look at 'Show/Hide Section' or 'Enable/Disable Field/Object'.

Take a copy of the existing screen and have a go at setting it up. To see how the data sits in certain tables you can export the table to CSV via 'Integration Tools'. 

If you get stuck on something let me know and I might be able to help you troubleshoot.

Jeff