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) |
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.
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
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.
{
"context":"Location",
"field": "xlocation",
"group": "xlocation",
"table": "caloc"
},