Assigning View-only Privileges to Forms

The system administrator can choose to exclude certain responsibilities from adding or updating information by function. Even though the system administrator excludes the function from a responsibility's menu, the responsibility retains view-only privileges for the function. The functions that can be excluded are:

arrow icon   To assign view-only privileges to forms:

  1. Navigate to the Responsibilities window.

    Find the responsibility name for which you want to restrict window access.

  2. In the Menu Exclusions tab, Type field, select Function from the list of values.

  3. Search for and select the name of the function that you want to make view-only.

  4. Navigate to the Users window.

    Find the user name to which you want to assign the responsibility containing the view-only function(s).

  5. In the Direct Responsibilities tab, find and select the responsibility containing the view-only function(s).

  6. Save your work.

    Additional Information: When you select the view-only menu option from the responsibility menu, the menu option and the window name appear with the word "View" in front of it. For example, if you made the Bills of Material: Update function view-only in the Bills of Material responsibility, then the menu option appears as View Bills and the window name appears as View Bills of Material.

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