Adjust Button on Account Page
Hi Tim,
I wanted to continue this discussion away from the 'Changes to the account area' posts as I thought it would get messy having both topics in the one post. Below is a copy of the post I submitted the other day and your reply.
My Previous Post:-
Has the ADJUST button always been available to base users on the account page? I just had a querie from a staff member asking about giving a credit note using the adjust button!!
It may have been an assumption on my behalf as I mainly use my higher level log-in, but I was surpirsed that this was availabe to all staff, upon checking with our manager she was too. Is this new? Can I change this so only certain users can do adjustments?
Sandra.
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TIM'S REPLY:
Changes to the account area
On October 12th, 2009 tanderson says:
The Adjust button has always been available to all users.
At present, the only way to restrict access is to prevent users from having 'create' or 'save' permission to the following archetypes:
* act.customerAccountDebitAdjust
* act.customerAccountCreditAdjust
* act.customerAccountInitialBalance
* act.customerAccountBadDebt
A better solution would be to extend permissions to include application functionality rather than simply archetypes.
-Tim
Adjust Button on Accounts Page
Sandra @ Bellarine
Hi Tim,
When you say "the only way to restrict access is to prevent users from having 'create' or 'save' permission" we have staff log-in as roles not users, is this still something we could do?
Sandra.
Adjust Button on Account Page
Sure. If you go to Administration -> Users, you will see that each OpenVPMS User has one or more Roles.
Each Role has one or more Archetype Authorities. These determine what archetypes a Role is allow to create/edit/delete.
By default, OpenVPMS ships with a very permissive set of Roles that allow users to create, edit and delete everything.
You would need to set up individual Roles that didn't include the archetypes mentioned above, and assign them to the OpenVPMS users (your roles) to prevent them performing adjustments.
-Tim