Role Permission for Page and Report
Access to different pages and reports can be controlled in Role Permission for Page and Report.
Last updated
Access to different pages and reports can be controlled in Role Permission for Page and Report.
Last updated
What is a document type? - Document types are Sales Order, Customer, Supplier, etc. - They can contain multiple documents of that type.
What is a Page? - A Page is a single page like Selling Settings.
Note: You cannot create multiple Selling Settings, but you can create multiple Sales Orders.
In ActiveBooks you can make, a custom user interface using Page and a custom report using Report Builder and Query Report.
ActiveBooks has a role-based permission system where you can assign roles to the user.
The same role can be assigned to the page and report to access them.
If the user has enabled developer mode, then they can add the roles directly in the page and report record.
In that case, the permissions will also be reflected in the JSON file for the page/report.
Consider you want to restrict the roles that can access certain pages and reports in Activebooks, this can be done via the Role Permission for Page and Report.
You can access Role Permission for Page and Report via: Users > Permissions > Role Permission for Page and Report
can assign the roles to the page and report, using "Role Permission for Page and Report" page.
Using the "Reset to Defaults" button, the user can remove the custom permissions applied on a page or report.
Then default permissions will be applicable on that page or report.