🛠️ User Permissions in SuperNova – A Simple Guide
User Permissions in SuperNova allow you to control what users can access within the system. While role-based permissions grant access to entire modules (like Sales Orders, Quotations, or Invoices), user permissions let you fine-tune access to specific documents based on certain criteria, such as company, customer, or territory.
This ensures that users only see and interact with the data relevant to them.
📌 Why Use User Permissions?
User Permissions help you:
✅ Restrict access to specific documents within a module
✅ Ensure users only see records related to their assigned company, customer, or territory
✅ Improve security and data privacy
For example, if you have multiple companies in your system, you can limit users to only see data from their assigned company.
📖 How to Set Up User Permissions
Follow these simple steps to create and manage User Permissions:
1️⃣ Creating a User Permission
🔹 Step 1: Go to Home > Users and Permissions > User Permissions
🔹 Step 2: Click New to create a new permission
🔹 Step 3: Select the User for whom the restriction will apply
🔹 Step 4: Choose the Document Type to restrict (e.g., Company)
🔹 Step 5: Under For Value, select the specific company, customer, or territory the user should access
🔹 Step 6: If you want this to be the default selection for future transactions, check the Is Default box
🔹 Step 7: Click Save
📌 Example: If a user is assigned to "Unico Plastics Inc.," they will only be able to see and create records for this company.
🔍 Advanced User Permission Controls
2️⃣ Restricting Permissions to Specific Document Types
By default, user permissions apply to all document types related to the selected value. However, you can specify a particular document type for which the restriction applies.
📌 Example: A user restricted to "Unico Plastics Inc." can view all documents related to this company. But if you only want them to see Sales Orders, you can limit their access accordingly.
To do this:
- Uncheck Apply to All Document Types
- Select the specific document type (e.g., Sales Orders)
Now, the user will only be able to access Sales Orders for "Unico Plastics Inc."
3️⃣ Hiding Descendant Records
If your company has a parent-child structure (for example, "Unico Plastics Inc." owns "Unico Toys"), users with access to "Unico Plastics Inc." will also see records for "Unico Toys."
✔️ To prevent this, enable Hide Descendants when creating a user permission.
Now, a user assigned to "Unico Plastics Inc." will not see "Unico Toys" records.
4️⃣ Ignoring User Permissions for Certain Fields
Some fields (like Assets or General Ledger) should be accessible to all users, even if they have restrictions elsewhere.
✔️ To allow access, go to Customize Form, find the relevant field, and check Ignore User Permissions.
📌 Example: If "Company" is restricted for most users, but you want everyone to see Assets, enable Ignore User Permissions for the "Company" field in the Asset document.
5️⃣ Strict Permissions (Restricting Everything by Default)
When no user permissions are set, SuperNova has two ways to handle access:
- Show everything – The user can see all documents.
- Show nothing – The user sees nothing unless explicitly granted access.
✔️ If you want the second option (more secure), enable Apply Strict Permissions in System Settings.
6️⃣ Checking What a User Can Access
Once you've set up user permissions, you may want to verify if they work correctly.
To do this:
🔹 Go to Permitted Documents for User report
🔹 Select the User and the Document Type (e.g., Sales Orders)
🔹 View which records they can access
✔️ If a user cannot see a document they should have access to, check their roles and user permissions to ensure they are correctly assigned.
🔑 Key Takeaways
✅ User Permissions let you control access to specific documents within modules
✅ You can restrict access based on Company, Customer, or Territory
✅ Advanced options allow fine-tuned control over what users can see and edit
✅ The Strict Permissions option ensures users only see what they are explicitly allowed
✅ The Permitted Documents for User report helps verify permissions
With User Permissions in SuperNova, you can ensure data security while giving users access to only the information they need.