Disabling options in Data Manager , under Records Menu

[Former Member]

Hi

Need to know if there is any way out of disabling options under "Records Menu" in Data Manger.

Actually I ned to make, "Delete" and "Duplicate" options disabled for few users.

Regards

[Former Member]

Yes, it restricts user when delete option is used.

[Former Member]

Hi Prashant,

As rightly mentioned in above posts you can control these by customizing privileges based on your needs.

For you help I am pasting here some details from the reference document:

Group

Function - Records

 Add records

 Modify records

 Modify checked out records

 Delete records

 Merge records

 Merge checked out records

 Protect records

 Unprotect records

 Check out records

 Check out new records

 Check in owned records

 Roll back owned records

 Check in non-owned records

 Roll back non-owned records

 Modify join permissions for non-owned records

You can allow or deny (Execute or none) these and many more privileges.Further,you can also percolate this control at various table/field level.

Thanks,

Ravi

[Former Member]

Hi

Thanks Everyone. The inputs provide are really helpful.

I have given "Read only" permission to few users for delete, but in their login when using DM, delete option is still visible and enabled.

Please advice further.

Regards

[Former Member]

Hi Prashant,

Check if the user has more than one role assigned.

Thanks,

Ravi

[Former Member]

Hi Prashant,

In console, when you select Roles table, and then select concerned role, then a tab called 'Functions' is activated in lower pane.

There you have option for Records and sub options of Add Record, Modify Record, Delete Record, Modify Checked Out records etc etc. And against each option, there are two radio buttons : one with label "None" and other "Execute".

So if you want to restrict user from add and delete record, then you should select "None" radio button for the corresponding option. Do this and it should solve your problem.

If you have already done this, then as Ravi mentioned, there is possibility that multiple roles have been assigned to user and hence one of the role is still allowing user to Add/Delete records.

Hope this helps. Thank you.

[Former Member]

Hi Prashant,

Even if you give Read Only authorization to a role, Add,Delete options in DM will not be disabled but will be restricted.

In your case User will still see the Delete Option but when they try to confirm delete action system will pop error message saying Insufficient Rights for operation and will not allow.

But yeah as Ravi said you have to make sure your User is not linked to multiple roles.

Regards,

Neethu Joy

[Former Member]

Hi,

You can control this activity of user by Console Role. Go to Console Roles -> functions tab where you will get the option as per your requirement.

Regards,

Gaurang

[Former Member]

Hi Prashant,

You can restrict the Delete and Duplicate option for users by restricting access to the role .

This you can achieve through console where under Roles table for a particluar role u get Functions tab where u can achieve this.

Note: This restriction is Role based not User based.

Regards,

Neethu Joy