Prevent User From Deleting Contacts
This example shows how to set a User Level so
that it is not able to delete contacts. This example
will set the properties for one User Level using
the Form Rights for the Contact form.
Whenever making changes that may affect you
system's operation, it is a good idea to have a recent backup
of Collect!. Please refer to Database Snapshot for an easy
backup and restore procedure.
1. After deciding which User Level you
would like to change, sign into Collect! as a user at
level 99.
2. From the top menu, select System and then
select User Levels from the drop-down choices.
This will open the list of user levels.
3. Make a copy of the User Level you want to
change. Please refer to How To Copy User Levels
for details.
We will use this copy of the user level
to test the No Delete settings. That way, your
operators will not be affected by any changes
made while you are experimenting.
4. Open one copy of the duplicate user levels.
Change the User Level Code slightly. For example,
if you copied User Level 60, type 61
into the field labeled Code on the
User Level form. In the field labeled Description
type in Testing No Delete.
Select the OK button to close the User Level form.
Now you have a new User Level in your list. Select
OK again to close the list of user levels.
5. Select Browse from the top menu bar
and then select Contacts from the drop-down choices.
The list of contacts is displayed. Select any contact
in the list to open the Contact form.
6. When you are looking at the Contact form, select
System from the top menu bar and then select
Form Properties. The Access Rights form will open.
Make sure the field labeled Name
displays the value 03000:Contact.
This is the ID of the Contact form.
7. Press F5 to activate the Form Rights subform.
Press F3 or select the NEW button to open a new
Form Rights form.
8. When the Form Rights form opens, select the
down arrow next to the field labeled Rights
and select No Delete from the
pick list.
9. Select the down arrow next to the field
labeled Level and select your
new User Level from the User Level list.
10. Press F8 or select OK to close each form and
save your changes.
11. When you are back at the Main Menu, select Tools
from the top menu bar and then select Utilities. This
will display a submenu. Select Rebuild Rights to
register your changes with Collect!
12. Open one of your operators, or create a test one,
and assign the new user level to the operator.
13. Sign out of Collect! and sign back in as the operator
at the new level and open a debtor. Go into the list of
contacts and see if the operator is able to delete one
of the contacts.
14. If you are happy with the results, perform the
same steps on the actual User Level and restore
the test operator's settings to use the actual User
Level.
See Also
- How To Set Field Or Form Properties
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