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Controlling Page & Report Access in VinAR-ERP

In VinAR-ERP, access to pages and reports can be managed through Role Permissions for Page and Report. This ensures that only authorized users can view or modify specific pages and reports within the system.

Let’s break it down in simple terms!

📌 What Are Pages and Reports?

🔹 Documents vs. Pages

  • A Document Type (e.g., Sales Order, Customer, Supplier) contains multiple records of that type.
  • A Page is a single configuration or settings page (e.g., Selling Settings). You cannot create multiple Selling Settings, but you can create multiple Sales Orders.

🔹 Reports

  • Users can generate custom reports using Report Builder or Query Report.
  • Access to these reports can also be restricted based on roles.

⚙️ How Role Permissions Work for Pages & Reports

VinAR-ERP uses role-based permissions to control access to pages and reports.

✔️ If a role has permission to access a page or report, all users with that role can view it.
✔️ If a user does not have the required role, they won’t see the page or report.

🔧 Managing Role Permissions for Pages & Reports

1️⃣ Accessing the Role Permission for Page & Report Tool

To manage access, go to:
🔹 Home > Users and Permissions > Role Permission for Page and Report

Here, you can:
✅ Assign custom roles to a page or report
✅ Restrict access to specific users based on their role
✅ Reset permissions back to default

2️⃣ Assigning Roles to Pages & Reports

If developer mode is disabled, you can manage permissions directly from the Role Permission for Page & Report tool.

✔️ For Pages: Assign roles that can access specific settings or feature pages.
✔️ For Reports: Control which roles can access different reports.

3️⃣ Resetting to Default Permissions

If you’ve changed permissions but want to restore the default settings, you can use the Reset to Defaults button.

✔️ This will remove all custom permissions and apply the system’s default settings.

🛠️ Developer Mode: Setting Role Permissions Directly

If developer mode is enabled, roles can be assigned directly within the Page or Report records.

✔️ For Pages

  • Go to: Home > Developer > Page
  • Add a row and select which roles can access the page.

✔️ For Reports

  • Go to: Home > Developer > Report
  • Add roles that should have access to the report.

Changes made here will also be saved in the JSON file for that page/report.

🔑 Key Takeaways

✅ Role Permissions for Page and Report control which users can access specific pages and reports.
✅ Users can assign roles via the Role Permission for Page and Report tool.
✅ Developers can set permissions directly in the system if developer mode is enabled.
✅ Reset to Defaults can restore the original access settings if needed.

By properly setting Page & Report Permissions in VinAR-ERP, you ensure that users only see what’s relevant to their role, improving security and workflow efficiency.

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