Suggestion for improving user permissions

42

@lubos
For user permission in setting tab, the user access to bank account & cash account (if there exists several bank account & cash account), there is option available to allow to which which bank account or cash account the user may be given access.

Below is screenshot:

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The above is normal scenario.

In my case, for bank account and cash account, it is just showing a display of list of all existing bank & cash account but with no option available to allow access to any particular bank or cash account - a screenshot is given below for more understanding:

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I wonder if it is a bug or problem at my side? Kindly advise solution?

43

@sonicgroup this is a bug

44

@lubos
Thanks for your reply.

I have few businesses, only one business is showing this problem. Others are correctly showing the option to chose.

How & when will it be remedied?

45

@sonicgroup it’s now fixed in the latest version (21.2.11)

1 Like
46

@lubos
Ok, I’m checking

47

@lubos
Yes, everything is now working fine after your recent update of 21.2.11

Manager is getting better & better with passing of time and more useful than before.

Finally, I must thank you a lot for the prompt solution of the problem.

Rgds/M. Sultan

2 Likes
48

Hello, after this update we are facing issue with attachments user permissions, before any user could attach documents, regardless they are given access of attachments or not. Now users can’t even attach anything unless they are given attachments tab permissions. If attachments tab permission is given. It gives irrelevant information of all attachments instead of attachments made by the specific user like bank accounts. User have only access to transactions of the bank account or cash account given to them. They can’t see payments of other users made from different accounts. Similarly those attachments should only be available to access to specifc users who have access to their attachments. User A should not see attachments made by User B, vice versa.
Please help if the older logic of attachments or my request can be somehow implemented with the upgrade

49

@fahadalarab you are correct. I think attachments are special case in this regard. Fixed in the latest version (21.2.27)

2 Likes
50

This is great addition, it would be much better if we can give view access to some columns within a tab, for example, I don’t want employees to see average or total cost of a product in “Invetory Items” but to still be able to check on available stock.

Also in a sales business, a salesman should be only able to check on his customers, we have set a custom field named “Salesman” in sales inovices for this purpose, so it would be great to give access to a user to only access sales invoices associated with his name within the custom field.

51

@sigmas55 well said, this is one of the reason why we can’t fully integrate manager for our firm, @lubos, can you give the ability to disable price/cost for inventory module ? That would be gold

1 Like
52

So what is the competing product which actually does all you would like?

My point is

  • the details of businesses procedures are different for every company.
  • there are businesses management tools which can be customised to each companies requirements
  • such customisation require a large investment of time from skilled people
  • either a businesses in-house resources or an IT firm offering specialist services
  • either way the cost is several orders of magnitude more than Manager
  • as a result I am not convinced the feature set described is consistent with Managers market.

The disadvantage of following this trajectory is if Manager is made to fly for big business, all users will need an airline pilots license and training to drive it. Particularly when something goes wrong. Effectively making it unusable for small businesses and completely changing Managers market.

1 Like
53

For the sake of proper channel custom made for certain organization. Better communicate to Lubos Directly and privately instead in the forum which is “Inconvinience in case updates screw for that particular custom features that tailors for particular segment of customers”. Just my 2 cents.

I still think having dedicate votes is better in terms of signalling whether certain party disagrees strongly for requested features.

54

Hi all, I am choosing this thread to add my request in improving user permissions. I hope below is possible.

Restricting access

  1. employee to only see his payslip.
  2. employee to only see his respective handled clients (customers, invoice, credit note, receipt, projects)
  3. employee to only see his created expense claims.
57

@ibadlon This will be difficult to implement because users will need to drill down to various reports/figures throughout the program to see the transactions that make up the balances on the reports/figures.

What about Custom Reports? Will the hidden Transactions be visible in Custom reports? So, it makes no sense if the user can still view transactions in other places.

However, if the user is only there to record sales transactions (Sales Invoice Tab Access only) and does not have access to the ‘Summary’ Screen or ‘Reports,’ I have an idea that might work.

@lubos

An idea that I believe is great but could be too early to suggest at this stage of the application’s development is what I call a “custom transaction” or “custom tab.”

What is a Custom Tab? A custom Tab is simply a duplicate of an existing tab to address special business needs, permission management, or handle a particular type or nature of transactions. Transactions generated from this tab should have a different transaction name. A custom Payment tab, for example, can have a custom transaction name such as ‘Petty Cash Payment’, making it easy to identify Payment transaction types. Petty cash payments are typically handled by lower-level employees.

Limited Users (Salespeople) can be assigned a Custom Receipt Tab. The original tab will be used for receipt transactions that must be hidden from restricted users (Low-level Employees). In this case, the Custom Receipt tab transaction type will be ‘Sales Receipt.’

The same could be done for a Loan officer in a Micro-Finance business who records approved loan transactions. The Purchase Invoice Tab or Journal entry tab could be duplicated to create a Loan Journal tab to enable the officer to:

Dt: Loan Receivable Account

Ct: Current/Savings Account

Purchase Invoices or Journal Transactions (Tax Invoices, Income Tax Expenses, etc.) of other users (high-level Users) will be separated from the Custom tab and will not be visible to loan officers.

Although this concept appears to be new, it only seeks to improve user permission management and address other business needs.

1 Like
58

@Abeiku, I think I understand your suggestion. But since these custom transactions would, in some cases, need to exclude information the user is not permitted to see, how would you complete them? Or would you only allow exemptions from the full transaction form that make no difference?

59

Not sure if I understand you correctly. @Tut

60

It seems like you are suggesting some form of abbreviated transaction forms to prevent users from seeing information they are not permitted to see. That raises the possibility of incomplete forms that would necessarily go to Suspense without an automatic mechanism for correction/completion.

61

Not at all.

62

Then I would appreciate a more complete description of these custom transaction forms.

63

I’m not suggesting a custom form. I am suggesting a custom tab (which will be just a duplicate tab) which will be a cloned tab of an existing tab. This tab will have its own access permission control and the ability to have a custom transaction name.

Example.

  1. Duplicate the Receipt Tab.

  2. Name this Custom Tab “Sales Receipt”

  3. Name the Transaction type “Sales Receipt”

  4. Grant target users (Cashiers) access to this tab.

Transactions from the tab will appear like this by default:

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The original Receipt tab will be used for receipt transactions that must be hidden from restricted users (Low-level Employees/Cashiers)