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Limiting Access to or Hiding Custom Windows

Custom (user-defined) windows can store detailed information about your customers such as annual salary, major gifts, and political affiliations. However, you might not want all system users to view this information or to enter or edit information in the custom window.

iMIS allows you to assign access keywords that allow only certain users to view or to enter and edit information on custom windows. You can apply the access keywords to custom windows on a tab-by-tab basis.

Single-instance user-defined tab access can be limited as follows:

In This Section

To limit access to or hide custom windows

See Also

Limiting User Access

Overview

Limiting Access to Modules with iMIS Authorization Levels

Creating Access Keywords

Limiting Access to Reports

Limiting Access to Activity Records

Limiting Access to Customer Data

Assigning Access Keywords to Users


ASI logo 10.6 Production Release. Updated 1/17/2006 4:08:11 PM
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