Hello, I have gone through guidelines for restricted user where permitted actions are categorized into four options. Our organization have pre-defined roles and rights according to departments and cost centers. We have used tracking code field to refer cost centers. Now, we would like to assign th…

[image] Tut: The problems come when you have transactions involving tracking codes a user is not authorised to use. In situations where a purchase invoice is for two cost centres. A user who sees all the codes involved should be the one to do the entry or use Tracking Exception Report to assi…

But that is trying to address problems with the recommended program change that cannot be overcome in the software with a management procedure. Even if the management procedures worked around the problems, they would still be there, ready to frustrate any user who did not follow them. I’ve expressed…

[image] Tut: The last thing I will say on the subject is that what this idea contemplates is a total transformation of the purpose and design of the tracking code feature. That is in order. Manager keeps getting updated often, features in Manager keeps improving, a lot of overhauling happens …

Thank you @Tut for deep insight. [image] Tut: All sorts of difficulties can easily be envisioned if you try to use tracking codes as a way of setting permissions. Tracking code functionality was designed as a way of segregating general ledger transactions—line by line. Actually, we started u…

@lubos There have been discussions on introducing user restrictions for locations, divisions, and accounts to help properly maintain segments. It is with this in mind that I want to suggest how this could be administered in Manager. There are 3 categories of user permission settings in Manager. Th…

[image] Abeiku: But why include tax codes? Users under different divisions may use different tax codes, for example, the USA and India. Secondly, all tax codes (both Sales and purchase purpose Tax Codes ) are listed for selection when generating transactions but users who have been assigned to …

[image] Abeiku: My idea is to add a fourth category named Accounting Dimensions or simply Dimensions. Here me out @Abeiku , I completely agree with your proposal for tighter user permissions but I don’t think adding complexity to the UI is the way to go. I stand to be corrected but I see that…

@Ealfardan How is this going to add complexity to the user interface? I’m only saying we should replicate the manner in which we grant access to bank accounts to users for Locations and Divisions.

[image] Abeiku: I’m only saying we should replicate the manner in which we grant access to bank accounts to users for Locations and Divisions. I complete agree but the layout you propose isn’t the familiar layout. [image] Abeiku: How is this going to add complexity to the user interface? …

Division Settings For Restricted Users (hide Division from restricted users)

ideas

sharpdrivetek December 3, 2021, 9:21am 16

i think this would be solved by below.

Topic		Replies	Views
Division/Project Specific User Permissions Uncategorized	1	523	January 7, 2022
Re-Implementation of Tracking Codes Uncategorized	15	1489	January 27, 2022
User Permission in the case of a business with multiple divisions Uncategorized	1	361	February 28, 2023
Suggestion for improving user permissions Uncategorized	72	5383	November 12, 2022
Grouping of Tracking Codes Uncategorized	28	3230	October 24, 2021

Division Settings For Restricted Users (hide Division from restricted users)

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