Manage authorisation for menu, actions and tabs

There are a few tools to simplify the management of authorisation.

Description

Once you have set the authorisation, it is important that you manage it properly as well, to keep the authorisation usable and clear, without all kinds of uncontrolled growth.

This is especially important after installing a new Update or Build of Profit. The Update may contain new functionality for which nobody is initially authorised. There may also be changes to your organisation, as a result of which the authorisation in Profit must be changed.

Procedure

• View authorisation reports

  You can use reports to check the authorisation set. Always view these reports after installing a new Build or Update.

• Update authorisation after Update or Build

  You can check if new tabs, actions and/or menu items have been added after installing a Build or Update.

• Check authorisation for actions, menu and tabs

  For each menu item, action or tab you can view which users are authorised to use them.