Ideas for Acumatica

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To add document level security

Acumatica comes with row level security but there is no way to extend this to 'Document Level' security. Examples such as 'Allow user to access only documents created by himself' or 'Allow user to access only documents created by workgroup/s he/she is assigned to'

This limitation is providing many challenges when we implement Acumatica in operating companies with multiple divisions where such security is required.

Suggestion to include this type of security in the standard application 

  • Angelo Pickard
  • Jan 30 2019
  • Future consideration
  • Attach files
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    02 Apr 12:33

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  • Mark Carlton commented
    August 08, 2019 06:00

    Document-level security alters Document-level security limits the records that clients have perused access to. Specifically, it limits which reports can be gotten to from archive-based read APIs. Assignment service to empower archive level security, you utilize a question to indicate the records that every job can get to.

  • Angelo Pickard commented
    January 31, 2019 23:20

    Thanks Vladimir for your quick reply.

    Would save us a lot of headaches

  • Vladimir Panchenko commented
    January 31, 2019 16:58

    Hi Angelo,

    Thanks for the idea.

    It is possible to achieve that using customization (e.g. automatically apply filters by CreatedByID or OwnerID  fields in all appropriate places). We did that for one of our clients. Please contact our support on how to implement that.

    But, I agree with you, it will be useful to have this functionality in the product, so we will consider this idea for future releases.