Typical Override Usage

Some examples of custom Permissions overrides that are typically applied by clients are listed here.

Audits & Visits

• Remove permissions rules, to prevent Restricted Auditor users from being able to complete Audits.
• Add permissions, to:
  • Make the Audit Due Date field and Audit Issue Due Date read-only to supplier users.
  • Enable supplier users to complete and unlock Checklists.

Suppliers and Sites

• Add permissions, to:
  • Hide the Details/Other field sets in Supplier and Site records from supplier users.
  • Hide the Change History and Custom Fields tabs in Supplier and Site records from supplier users.
  • Hide the Sites and Linked Sites tabs on the Supplier and Site records from Restricted Auditor users.
  • Make the Custom Fields tab in Site records read-only to supplier users.
  • Make the Name and Address fields in Supplier and Site records read-only to supplier users.

Product Specifications and Product Records

• Modify permissions rules, so:
  • Specifications must be at Ready for Authorisation in order for supplier users to set them to Supplier Authorised.
  • Temporary Specification menu options are not available.
  • Modify permissions rules, to enable supplier users to accept specs.
• Remove permissions rules, so that functionality related to Temporary specs is no longer available.
• Add Permissions, to:
  • Enable the Gate Step for retailer users, and also enable Not Progressed specs to be set to the Gate Step.
  • Hide field sets in the OLC section.
  • Hide Custom Fields or make them read-only to supplier users.
  • Make fields in the Product Record read-only to supplier users.