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--- security:visibility [2015/04/30 15:34]
asok created
+++ security:visibility [2015/06/02 05:05] (current)
asok
@@ Line 1: / Line 1: @@
 ======Visibility in Lists======
+Visibility of data in lists can be controlled by context and teams. Currently, the following contexts are supported.
+^ Context     ^     Field    ^    Control Group    ^  Table  ^
+^ Account     | Account Code (xacc)       |Account Group (xaccgroup)  | Chart of Account (glmst)   |
+^ Customer    | Customer Code (xcus)      |Customer Group (xgcus)  | Customer Master (cacus)   |
+^ Supplier    | Supplier Code (xsup)      |Supplier Group (xgsup)  | Supplier Master (casup)   |
+^ Employee    | Employee Code (xempnum)   |Employee Group (xgemp)  | HR Master (hrmst)   |
+^ Warehouse   | Warehouse Code (xwh)      |Warehouse Code (xwh)  | Stock Master (imstk)   |
+====Settings====
+To add visibility settings, go to
+System Administration->Users and Security->Visibility tab and enter the Team, Context and Values for which visibility is allowed. **Once you set up any value for a particular context, all users not satisfying the condition will be barred from viewing any record in all lists** in the system, unless an exception has been set up as described in the next section.
+For instance, if you set up
+Team: Orchard, Context: Warehouse, General Stores
+Only members and managers belonging to team: Orchard can see rows containing the Warehouse: General Stores in all lists in the system.
+====Defining Exceptions -- Exempted Fields====
+The settings here apply to all lists in all modules. However, you may set up exceptions for certain modules by going to
+Cross Application->Settings->Default tab and setting up Security Exempted Fields
+Say, you enter: xwh gl ar ap, xinvnum gl po
+This will exempt
+  - xwh restrictions in Visibility settings for all lists in gl, ar and ap modules, and
+  - xinvnum restrictions in Transaction Code settings for all lists in gl and po modules.
+====Adding New Contexts====
+The contexts are defined in the resource file **cateamg.json**. You can easily override this file by modifying the file and placing it in a custom folder.
+For instance, if you want add a new context, say, Location, insert the following snippet into cateamg.json.
+<file>
+  {
+    "context":"Location",
+    "field": "xlocation",
+    "group": "xlocation",
+    "table": "caloc"
+  },
+</file>

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