Monday, April 15, 2019

Setup a User with Access to Create and Edit Employee Records but not Provision Employees with Login Access

Steps to setup a user with access to create and or edit employee records but prevent them from giving login access.

1. Navigate to Customization > Forms Entry Forms
2. Edit/Customize employee form
3. Subtabs tab > set Show = False for Access tab
4. Save
5. Navigate to Setup > Users/Roles > Manage Roles > Edit/Customize standard/custom role
6. Permissions tab > Lists subtab > Add Employee permission and set Level to Create or higher
7. Forms tab > Entity subtab > Mark the employee form created above as Preferred and then Restricted.
8. Save
9. Assign roles to employees 

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