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Actions Menu Security

This feature requires a Cartegraph OMS license.

  • The Actions menu command or menu disappear if the user account Role does not have permission to use them.
  • For example, if a role does not have Delete permissions, the Delete command is removed from the Actions menu. If Delete is the only command in the Actions menu then the Actions menu disappears too.
  • CUD Security Assignments override Action security. For example, Quantity on Hand calculations get updated even if I do not have access to update the Material record.
  • If a command on the Actions menu predominantly affects a parent-level record depends on creating a child-level record. The user must have create permissions for that child recordset to see that command on the Actions menu. For example, in order for Stock, Decrease Adjustment, and Increase Adjustment to display on the Materials Actions menu, the user must have create permissions for the Material\Logs recordset.

 

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