Use Screen Designer to secure a grid in a hub or Chart of Accounts from users based on their security role.
To secure a grid for a security role in a hub or Chart of Accounts:
-
In the Navigation pane in the browser application, open Screen Designer in one of the following ways:
- Go to the Hubs section and select the hub that you want to customize, or select
to customize the Chart of Accounts. On the Actions bar of the form that displays, select
.
- Select
. In the
Application field at the top of the Screen Designer form, select the application that you want to customize.
-
On the Screen Designer form, click the grid that you want to secure.
To secure more than one grid at a time, select the multiple grids on the Screen Designer form using the CTRL key.
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In the Grid Properties section of the properties pane, click the
Field Security field.
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On the Field Security Rights dialog box, do one of the following:
- If you are securing the grid or multiple grids for one role only, select
Secured in the
Secured/Hidden/Displayed field in the role's row.
- If you are securing the grid or multiple grids for more than one role, select the check box beside each role's row, or select the check box beside the
Role column heading to select all roles. Then click the
Secure action above the roles grid.
Secured is automatically selected in the
Secured/Hidden/Displayed field, and
Locked is automatically selected in the
Locked/Unlocked field for the selected roles.
-
Click
Save.