Hiding Tabs On Debtor Screen
This topic explains how to remove "Tabs" on the Debtor
screens so that access is restricted for targeted user
levels.
The Tabs being referred to are the sub-windows that
exist in the lower half of the debtor screen, specifically:
Notes
Contacts
Attachments
Cosigner
Transact
Detail
A1
A2
A3
CBR
Group
Misc
Phones
These tabs function as though they are part of the
main debtor screen but in actuality, each tab is a
separate sub-file which is accessed FROM the main
debtor screen. This is why if your cursor is in
a sub-file tab at the time you attempt to generate
a letter or report that Starts On "Debtor", that
letter or report doesn't appear in your print menu.
Insofar as the program is concerned, you are not on
the debtor file if your cursor is in one of the tabs.
The same is true if you are attempting to generate
a report or letter which Starts On "Cosigners" or one
of the other tabs. If your cursor is on the main part
of the debtor screen, you are not in the sub-file the
program is looking for.
A need to restrict access to Tab screens may arise
as a function of client driven security that requires
data masking, regional legislation related to consumer
privacy, or simply Operator level 'need-to-know' best
practices exercised in your organization.
By setting Access Rights to these sub-files to be "No
Access" for specific Operator Levels, you are able to
make the sub-file Tabs essentially invisible to the
users you do not wish to have any viewing privilege.
There are 2 ways to adjust Access Rights to sub-files
and fields in the system: directly by right-clicking
on the window or field to be modified which pops up
the Properties window that leads to the Access Rights
settings OR via the Access Rights listing of all
files and fields, which is located via the menu path
\System\Rights\Access Rights.
Each tab has its own system ID number in the list of
Access Rights. Setting one of these to "No Access"
for any User Level will make the tab invisible to all
operators of that level. For example, you may not want
Junior Collectors to view banking information stored
in the Debtor Detail window. You can set the "Detail" tab
to "No Access" for User Level 60 and the whole tab will
disappear when a Junior Collector views any Debtor screen.
All updates to Access Rights require that the
user log out of Collect! completely, then
log back in again before the changes are
apparent. This is because as the updates
are written to the Server, they are not
in effect until the next time that the
user logs in.
Access Rights For Tabs
As stated previously, each tab has its own system ID
code in the list of Access Rights. Care does need
to be exercised - similar names with different ID
codes do exist and obtaining the desired result depends
on the correct code being selected for the purpose
intended. Additionally, there are cases where there
are multiple IDs to be set to effect a specific change.
Access Rights control and modifications are
best handled by your System Administrator
who should have familiarity with the
intricacies of permissions modifications.
The following are the system ID codes in the Access Rights
list for the tabs which are connected to the Debtor screen.
With the exception of the Notes tab, simply setting each one
of these to No Access for the user levels of your choice will
restrict all viewing or awareness that the information is there.
003068:Notes
003069:Contacts
003070:Attachments
003071:Cosigner
003072:Transact
003073:Detail
003074:A1
003075:A2
003076:A3
003077:CBR
003078:Group
003117:Misc
003131:Phones
The Notes tab is the special case. For a user level
to be able to see the debtor at all AND have any ability
to take any actions on an account, there are 2 specific
Access Rights settings that have to be set with permission
minimums:
003068:Notes must be set to FULL Access Rights for all
user levels, AND
011000:Notes must be set with at least NO DELETE
Access Rights.
The ID code 003068 is what gives access to the debtor
account and the 011000 code is the privilege level they
have on the tab. NO DELETE means they can enter notes
but not remove any which have been committed to the account.
This is the recommended setting combination for general
staff.
See Also
- How To Set Field or Form Properties
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