Managing Grid Layout Security

In Deacom, the reports or lists that are generated via pre-filters are referred to as grids. Grid Layouts refer to the interface that controls the characteristics of the fields contained in the grid as well as which fields will be displayed and in what order. Companies can control which Users or User Groups have access to view grids in the system by using Grid Layout Security.

Users inherit the permissions of the User Group to which they are assigned. User-level access control can be used in situations where the specific user needs access to additional Grid Layouts besides those available for the User Group, or in situations where the specific user will be denied access to a few specific Grid Layouts that are permitted at the User Group level. In situations where User Group access is applicable to all members of the User Group, modification of an individual User's access is not required.

Note: If a user does not have access to a Grid Layout associated with a report, they will not be able to see that report in the "Report Type" field on the appropriate pre-filter in the system.

Configuration

The following configuration covers the requirements for grid layout security:

Grid Layouts - user versions of Grid Layouts, with the "Require Grid Security" flag checked, must first be created via System > Maintenance > Grid Layouts. Additional information on creating Grid Layouts is available on the Configuring Grid Layouts and Automated Reports page.

Security - users must have the following security settings set to "Yes" in order to control Grid Layout access for Users and User Groups.

  • "System -- edit users and user groups"
  • "System -- grid layout security"

Process

User Group Grid Layout access

  1. Navigate to System > Maintenance > Grid Layout Security.
  2. Locate the intersection of the User Group (listed horizontally along the top) and the Grid Layout (listed vertically along the left-hand side) and double click to toggle between Yes and No, where Yes means the User Group has access to the Grid Layout. Only Grid Layouts that have the "Require Grid Security" flag checked will appear in the list.
  3. Repeat Step 2 to grant or remove access to additional Grid Layouts.
  4. Once complete, click the "Save" button at the top of the Grid Layout Security list to complete the process.

Note: Group Grid Layout access can also be managed via the "Edit Grid Access" button on the Edit User Group form. There is no difference between setting the Group access via the method above and on the individual User Group. If the access for the group is changed via System > Maintenance > Grid Layout Security, the same setting is applied to the form on the User Group record and vice versa.

User Grid Layout access

  1. Navigate to System > Maintenance > Users.
  2. Locate the appropriate user in the list and click the "Modify" button.
  3. Click the "Edit Grid Access" button.
  4. The form lists the Grid Layouts in the system together with the individual User's access and the access of the User Group to which the User is assigned. If the User column is blank, that means the User inherits the permission of the User Group. Only Grid Layouts that have the "Require Grid Security" flag checked will appear in the list.
  5. Locate the appropriate Grid Layout in the list and double click on the row to toggle between the appropriate access options. Options when toggling are Yes, No, and blank.
  6. Repeat Step 5 to grant or remove access to additional Grid Layouts.
  7. Once complete, click the "Save" and "Exit" buttons to complete the process.

FAQ & Diagnostic Tips

TIP: When reviewing the list of Grid Layouts, via any of the methods listed above, the title of the Grid Layout, which represents the name that appears to the user in the system, can be added to the list by adding the c2_cpation field to the appropriate Grid Layout.

TIP: The name and title of a Grid Layout can be obtained by first generating the report in the system, then navigating to More > Grid Layout on the Deacom toolbar. The name and title of the Grid Layout will appear in the top left-hand section of the form.