Contract Access Security

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This related item is used to restrict or enable the user to access core records or eForms based on the contract type. The system checks the Contract Type dropdown in records or eForms.

The list for a Contract Type dropdown is populated by current items in the Contract Types category maintained in RME > Setup > Categories > Contract Related Categories.

If you have the required access to change your own User record, be aware that if you make changes to this related item and save, changes will be applied immediately, which may impact your access or permissions and result in limited functionality.

Menu path: RME > Users > Users (Search) > Users > Contract Access Security

 

Assign access to data based on Contract Type

To assign access to data based on contract type for a user, follow these steps:

1.     In the User details page, click the Add link on the Contract Access Security related item grid. The Contract Access Security page displays, listing the available, current types.

2.     For each contract type you want to add to the user, tick the checkbox in the first column. To add all types, tick the checkbox in the column header.

3.     In the toolbar, click Save.

  

Remove access to data based on Contract Type

To remove access to data based on contract type for a user, follow these steps:

1.     In the User details page, click the Add link on the Contract Access Security related item grid.

2.     For each contract type you want to remove from the user, un-tick the checkbox in the first column. To remove all the types, un-tick the checkbox in the column header.

3.     In the toolbar, click Save.

  

Export Contract Access Security details for a user

See: Export

  

Related topic

        User Details

        Access and permissions overview

        Data access security process

  

Product Key: Modules - Core

Page ID: USE013.htm