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Page access security

Ashoma
Updated

HR

Step-by-step guide

This guide shows you how to manage page access in Role Management, so you can choose which pages users in that role can view/edit for their own record and subordinates they may have access to.

To view/change Page Access Security

  • Go to the following area:
    • Latest menu: System Configuration > Role Management
    • Pre 2025 menu: System > Security > Role Management
  • A list of all the user roles will be presented
  • Click on the required user role and from the list of Actions, choose Pages
  • The screen will display the name of the role in he top left corner and, using the radio
    Buttons can be toggled to view: All Pages, Pages with access, Pages without access

  • The page information is listed on the left of the screen, together with the product area and then the permissions for the occupants of the role – Own Permissions and where applicable Subordinate Permissions
  • The search box can be used to look for the name or nearest approximation of a page to then view or change the access permissions to that page
Note: If you are wishing to enable access to a page that the user role does not currently have access to it is easier to change the view so that only Pages without access are being viewed and then the list will be easier to search through.

Having located the appropriate page for the occupant or subordinates change the permissions as required:

  • Write Access – the role occupant will be able to enter and edit data in that page
  • Read Only – the page is visible but the data cannot be changed
  • Hidden - the page is not accessible. It will not appear on the menu structure for a user in the role
Note: Although a role may have access to a page certain fields usually displayed on that page may have been put into a Field Group to which the role does not have access.
  • Having made a change to the page permissions for a role le an icon will appear next to
    that page

  • The icon will “copy down” the change to any other pages that do not have that specific access
Note: Copying of permissions should be used with caution to ensure that access is not given to an area of the system in error.
  • Once the changes have been made click Review Changes
Note: It is recommended that changes are made and tested on a step by step basis to ensure that access is not inadvertently given in error.
  • A summary of the change(s) will be presented on screen
  • If the changes are as expected for the role then click Update

  • Confirmation of the change will be made, click OK

 

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