Lookup permissions are a feature that allows access to maintain lookups on a per role, and per lookup basis. Previously, only administrators could maintain lookups, but this can now be delegated to any role.
Step-by-step guide
- Select the Module tab from the top navigation bar.
- From the list of modules select to edit/open the appropriate module.
- Select Lookups tab for lookups that are for this module only.
- Select Shared Lookups tab for lookups that are shared across the modules.
- Select either the lookup Name or the
pencil Icon to edit. - From the tabs at the top select Permissions.
- Each permission listed allows another possible operation regarding the specific lookup to be performed.
(Example- Ability to View, Update, Add, Delete, Export, or Import) - By selecting the pencil icon on the specific permission roles may be added to grant them that permission.
- The permissions granted by role will now be available to those roles when they login to the system.
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