SAP Business One 9.0 provides Authorizations and Form Settings to ensure that users see only the data they need and affect changes only in areas where management desires.
Authorizations allow a user to view, create and update documents they’ve been assigned, according to a company’s system definitions. These definitions can be applied to a specific user or can be copied from one user to another.
Authorizations are configured by navigating to Administration > System Initialization > Authorizations. Select a user, expand the Subject / Module, select the screen / function and select either Full or No Authorization or Read Only.
To copy one user’s permissions to another select the user to copy by selecting the user and holding the mouse key until a rectangle appears. Copying is accomplished by dragging the rectangle to the target user and releasing the mouse. A message will appear in order to confirm the Authorizations. Press OK to complete the operation.
Users can be defined as users or superusers. Users cannot assign Authorizations to other users, but can perform actions specific to their job. Superuser can access all SAP Business One Windows and perform all functions within Business One. They can also limit the authorizations of other users not defined as superusers.
Form Settings allow any user to define the modules and menu options displayed for them. Users benefit from Form Settings, by allowing them to remove unwanted or irrelevant. Simply close all active screens and navigate to Window > Form Settings or from the top menu bar, from the Form Settings button. Check or uncheck the Visible checkbox to add or remove a particular screen from a user’s display.
Form Settings also allow users to arrange fields and rows for the active window. These are accessible by going to Window > Form Settings or from the top menu bar, from the Form Settings button. To add or remove field select Table Format and check Visible. To move a field, simply press and hold the mouse key, then drag that field to the position desired.
By utilizing Authorizations and Form Settings, Administrators and superusers can apply security to who accesses, enters and modifies data while users can configure their own environment to display only the menus, screens and data that are specific to their role.
For more information on SAP Business One, check out What is SAP Business One 9.0, or feel free to contact Clients First Business Solutions at (888) 239-2818. For more information on SAP Business One Sales, Support, and Services, you may also contact Clients First SAP Business One Center of Excellence via the web at hpp://business-one-sap.com.