Permissible User Functions

Access rights set in the Form Rights form or the Operator Level Rights form are subject to certain rules as detailed below. Behavior is different depending on whether you are dealing with a menu, a form or a field.

These are the choices you have for granting and restricting access to menus, forms and fields.

Full Access

Read Only

No Access

No Delete

These permissions are described below with the effect each setting has when applied to a menu, a form or a field.

Full Access

MENUS: Full access will allow the user to select the menu item and complete the command.

FORMS: Full access gives the user the ability to add, edit, delete or create a record. By default they have access to all fields on the form.

FIELDS: Full access allows the user to edit the field. In the case of a Full Access form, all fields are by default editable and do not need to be declared. In the case of a form assigned Read Only rights, the user can be allowed to edit only certain fields by enabling any of these rights to the field.

Read Only

MENUS: If a user has Read Only rights they cannot activate the menu item. The menu item will appear to be greyed out showing the user that they do not have access to this item.

FORMS: Read Only allows the user to view the form but not add, edit or delete records of this type. By default you cannot edit any of the fields on a Read Only form. You may enable editing of individual fields with the field access rights.

One possibility is to set a form's rights to Read Only to inhibit the User from adding and deleting a record. You could then assign individual fields Full Access to allow the User to change those fields.

FIELDS: Read Only displays the information on the field but does not allow editing. By default, all fields in a Read Only form cannot be edited. However, a form that the User is allowed to edit can be further controlled by inhibiting the user's ability to edit specific fields by setting them to Read Only. This again limits the user's rights to specific fields.

An exception to the rules is the Debtor notes. Read Only actually indicates new notes can be entered, but old ones cannot be deleted.

No Access

MENUS: If a user has No Access rights they cannot activate the menu item. The menu item will be greyed out showing the user they do not have access rights for this item.

FORMS: No Access disallows the user from viewing or editing the record.

FIELDS: No Access causes a field to be hidden and not editable.

BUTTONS: No Access causes a button to be hidden.

No Delete

MENUS: If a user has No Delete rights they are able to access the menu item.

FORMS: No Delete allows the user to create new records and edit existing records of the same type. However, the user is unable to delete existing records.

FIELDS: No Delete provides the user with the ability to edit the field.

An exception to the rules is the Debtor notes. No Delete actually indicates new notes can be entered, but old ones cannot be deleted.

No Access Rights

When a user tries to perform function that they do not have access rights to, Collect! will display a message indicating the Access Rights number that you can change to grant access to the particular function.

Access Rights Prompt

The Name and Number displayed in this message helps you locate the particular form in the Access Rights list.

Access Rights Item in List

Access Rights Form Name

See Also

- How To Set Field Or Form Properties