Managing Permissions for Pages and Reports

Managing Permissions for Pages and Reports

Overview

Pages and reports in iVendNext may include sensitive data. With role-based permissions, you can control who can view, edit, print, or export them. This guide shows how to manage access—whether you're a developer or admin.




1. Understanding Access Control

Key Concepts

Term

Description

Pages

Custom UI screens (e.g., dashboards, settings).

Reports

Data exports/analytics (e.g., Sales Summary, Profit/Loss).

Roles

User groups (e.g., "HR Manager," "Sales User") that determine access.

Developer Mode

Enables direct role assignment in page/report settings (for advanced users).


Example: A "Financial Report" should only be accessible to Accounts Managers, not Sales staff.



2. Method 1: Using the Role Permission Tool (Admin-Friendly)

For users without developer access, permissions are managed via:
Home > Users and Permissions > Role Permission for Page and Report


Step 1: Assign Roles to a Page

  1. Navigate to the tool and select "Page."

  2. Choose the target page (e.g., "Sales Dashboard").

  3. Add roles with access (e.g., "Sales Manager").



Step 2: Assign Roles to a Report

  1. Switch to the "Report" tab.

  2. Select the report (e.g., "Monthly Revenue").

  3. Add permitted roles (e.g., "Accounts Manager").


Reset to Defaults

Click "Reset to Defaults" to remove custom permissions and revert to system defaults.



3. Method 2: Developer Mode (Direct Configuration)

For developers or admins with developer mode enabled, roles can be assigned directly:


For Pages:

  1. Go to Home > Developer > Page.

  2. Open the page record and add roles under "Roles".


For Reports:

  1. Navigate to Home > Developer > Report.

  2. Edit the report and specify roles in the "Roles" table.


Note: Changes here sync to the page/report’s JSON file for backup.



4. Special Case: Export/Print Permissions for Reports

To restrict printing or exporting reports:


  1. Identify the report’s source DocType (e.g., "Sales Invoice").

  2. Go to Role Permissions Manager and edit permissions for that DocType:

    • Enable/disable Print, Export, or Email for specific roles.



5. Best Practices

Here’s a quick look at some of the best practices for Pages and Reports.


  1. Least Privilege: Only grant access to roles that need the page/report.

  2. Audit Regularly: Use "Permitted Documents for User" to verify access.

  3. Document Changes: Note custom permissions for future admins.



6. Troubleshooting

Here’s a quick look at some common issues you might run into.


  • Users can’t access a page/report?

    • Check Role Permission for Page and Report or Developer > Roles settings.

    • Verify the user’s role assignments (User > Roles).


  • Changes not applying? Clear the cache or restart iVendNext.



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