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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Does anyone know how to reserve access to a Layout/Tab based on the account? I've seen it done in Job Pro Central, but I do not know how to do it.

I want only certain individuals to be able to access a certain tab on a tab control and deny access to everyone else... this may get messy.

The accounts I want to be able to access the tab are:

Raul Rojas

Raul Palencia

The tab/object I want them to access is:

Layout: "Clientes" --> Tab "Servicio" --> Object "RIS"

RIS is another tab within Servicio

Posted

It can depend on what you mean by "reserve access".

If you mean to completely prevent people from viewing the tab, then you'll have to go through the process of hiding the real tab controls and scripting the tab changing navigation process (or go back to using separate layouts for each tab (which IMHO I believe is both simpler and more secure).

On the other hand, if you only want to prevent people from viewing the data, then you could use record level access (RLA) privileges to prevent the users from viewing those certain fields. In this instance the tab can be seen but the fields will display <>.

The more I think about it, the RLA should really be applied regardless, otherwise the hidden field could be printed or exported from other layouts or through other back-door methods that circumvent the user interface.

This topic is 5965 days old. Please don't post here. Open a new topic instead.

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