User Roles and Permissions
Managing Export/Print Permissions for Reports
Overview iVendNext reports may include sensitive business data that shouldn’t be shared freely. This article explains how to control which users can export or print reports, ensuring compliance and data security while maintaining workflow efficiency. ...
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 ...
Field-Level Permissions in iVendNext: Mastering Perm Levels
Overview Not all fields in a document should be visible—or editable—by every user. With Field-Level Permissions and Perm Levels in iVendNext, you can: Hide sensitive fields (e.g., salary, cost prices). Make fields read-only for certain roles (e.g., ...
User Permissions: Restricting Access to Specific Documents
Overview Role-Based Permissions manage access to document types, while User Permissions limit access to specific records like assigned customers or territories. This guide shows how to set up User Permissions for tighter data control. 1. When to Use ...
Role-Based Permissions: A Comprehensive Guide
Overview Role-Based Permissions (RBP) in iVendNext control access to documents, reports, and form fields. They’re key to maintaining security and smooth workflows. This article covers how RBP works, setup steps, and best practices. 1. Understanding ...
Creating and Managing Roles
Overview Roles in iVendNext control user access and editing rights. To keep workflows secure and efficient, it's important to set them up correctly. This article walks you through adding, configuring, and managing roles step by step. Step 1: Adding a ...
Understanding User Roles
Overview User Roles in iVendNext control what each user can access and do. They help ensure employees only see features and documents relevant to their job. This article covers user types, role importance, and how to assign roles. Types of Users in ...