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To limit access to or hide custom windows

  1. Create the access keyword(s) in the ACCESS_KEYWORDS lookup table.
  2. From Customers, select Set up module> General, and click Additional Windows to open the Customer Setup – Additional Windows window.
  3. Click Define Windows to open the Window Designer window.
  4. Select the desired user-defined window from the Current windows drop-down list.
  5. Click the Find icon to the right of the Access keywords field to select from the available access keywords. You can assign access keywords to user-defined windows in three ways:
    • Assign one or more access keywords to the window, but not the reserved keyword HIDDEN. All users will be able to see the window, but only those with one of the access keywords will be able to enter and edit information in the window.
    • Assign both the reserved keyword HIDDEN and one or more access keywords to the window. The window will be hidden from all users except those who have one of the access keywords for the window.
    • Do not assign the reserved keyword HIDDEN or any access keywords to the window. Everyone will be able to see the window, and everyone will be able to enter and edit information in the window.
  6. Double-click the selected keyword(s) to move the keyword(s) from the Available field to the Selected field.
  7. Click OK. The selected keywords display in the Access Keywords field.
  8. Click Save.
  9. Assign the access keyword(s) to the user.

See Also

Limiting Access to or Hiding Custom Windows


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