Managing Permission Levels in VinAR-ERP

Permission Levels (Perm Level) help control what fields in a document different users can see or edit. Instead of setting permissions for an entire document, Perm Levels allow you to restrict access to specific sections or fields within a document.

📌 What is a Perm Level?

🔹 Every document in VinAR-ERP has multiple fields (e.g., Customer Name, Amount, Date, etc.).
🔹 Each field can be assigned a Permission Level (e.g., 0, 1, 2, 3, etc.).
🔹 You can set different permission rules for each level, so only certain users can access or edit specific fields.

📍 By default, all fields have Perm Level 0, meaning they follow the document’s general permission rules.

⚙️ How Does Perm Level Work?

✔️ Example: Restricting Amount Field in a Delivery Note

Imagine that both Stock Managers and Stock Users can access a Delivery Note, but you want to hide the "Amount" field from Stock Users.

Here's how you can do it:
1️⃣ Set the Perm Level for the Amount field to 2.
2️⃣ Grant Stock Managers permission to access Perm Level 2 fields.
3️⃣ Do not grant Stock Users access to Perm Level 2 fields.

Now, Stock Managers can see the Amount field, but Stock Users cannot.

🛠️ Customizing Field Permissions with Perm Level

1️⃣ Setting Perm Level in Customize Form

To assign a Perm Level to a field:
🔹 Go to Customize Form
🔹 Select the field you want to restrict
🔹 Set its Perm Level (e.g., 1, 2, 3, etc.)

2️⃣ Adjusting Access for Different Roles

Once a field has a Perm Level, you need to grant specific roles permission to access that level:
✔️ If a role has Read & Write permission for Perm Level 2, they can see and edit the field.
✔️ If a role has Read-Only permission for Perm Level 2, they can only view the field.
✔️ If a role has no permissions for Perm Level 2, they won’t see the field at all.

📌 Example: A Stock User might be able to see an Amount field but not edit it, while a Stock Manager can do both.

🔄 Grouping Fields with Perm Level

✔️ No Hierarchy Needed:

• Perm Levels (1, 2, 3, etc.) do not need to be in order.
• You can assign any number to a field and then grant permissions accordingly.

✔️ Setting Permissions for a Section:

• If you want to restrict an entire section, just set the Perm Level for the section field, and it will automatically apply to all fields inside that section.

🔑 Key Takeaways

✅ Perm Level controls access to specific fields inside a document.
✅ You can group fields together using a Perm Level and assign permissions accordingly.
✅ Different users can have different levels of access (e.g., view-only vs. edit).
✅ Changing a section’s Perm Level affects all fields inside that section.

By using Permission Levels, you can fine-tune access to sensitive information in VinAR-ERP, ensuring that users only see what’s relevant to them.