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Adempiere documentation Markdown format generated automatically from ADempiere application dictionary

Role

Role

Maintain User Responsibilities

Help

Help

The Role Window allows you to define the different roles that users of this system will have. Roles control access to windows, tasks, reports, etc. For a client an Administrator and User role are predefined. You may add additional roles to control access for specific functionality or data. You can add users to the role. Note that access information is cached and requires re-login or reset of cache.

Window Type

Window Type

Maintain

The Sales Transaction checkbox indicates if this item is a Sales Transaction.

Tabs

Tabs

Role

Role

Description Define responsibility roles Help Define the role and add the client and organizations the role has access to. You can give users access to this role and modify the access of this role to windows, forms, processes and reports as well as tasks. If the Role User Level is Manual, the assigned acces rights are not automatically updated (e.g. if a role has a restricted number of Windows/Processes it can access). You need to add organizational access unless the role has access to all organizations. The SuperUser and the user creating a new role are assigned to the role automatically.
If you select an Organization Tree, the user has access to the leaves of summary organizations. Note: You cannot change the System Administrator role.

The Single Row Layout checkbox indicates if the default display type for this window is a single row as opposed to multi row.
If not selected, the user cannot create a new Record.  This is automatically disabled, if the Tab is Read Only.

Fields

Fields

Client

Client

Description Client/Tenant for this installation. Help A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client.

Organization

Organization

Description Organizational entity within client Help An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations.

Name

Name

Description Alphanumeric identifier of the entity Help The name of an entity (record) is used as an default search option in addition to the search key. The name is up to 60 characters in length.

Description

Description

Description Optional short description of the record Help A description is limited to 255 characters.

Active

Active

Description The record is active in the system Help There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports. There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.

User Level

User Level

Description System Client Organization Help The User Level field determines if users of this Role will have access to System level data, Organization level data, Client level data or Client and Organization level data.

Manual

Manual

Description This is a manual process Help The Manual check box indicates if the process will done manually.

Currency

Currency

Description The Currency for this record Help Indicates the Currency to be used when processing or reporting on this record

Approval Amount

Approval Amount

Description The approval amount limit for this role Help The Approval Amount field indicates the amount limit this Role has for approval of documents.

Approve own Documents

Approve own Documents

Description Users with this role can approve their own documents Help If a user cannot approve their own documents (orders, etc.), it needs to be approved by someone else.

UserDiscount

UserDiscount

Supervisor

Supervisor

Description Supervisor for this user/organization - used for escalation and approval Help The Supervisor indicates who will be used for forwarding and escalating issues for this user - or for approvals.

Menu Tree

Description Tree of the menu Help Menu access tree

Overwrite Price Limit

Overwrite Price Limit

Description Overwrite Price Limit if the Price List enforces the Price Limit Help The Price List allows to enforce the Price Limit. If set, a user with this role can overwrite the price limit (i.e. enter any price).

Preference Level

Preference Level

Description Determines what preferences the user can set Help Preferences allow you to define default values. If set to None, you cannot set any preference nor value preference. Only if set to Client, you can see the Record Info Change Log.

Maintain Change Log

Maintain Change Log

Description Maintain a log of changes Help If selected, a log of all changes is maintained.

Show Accounting

Show Accounting

Description Users with this role can see accounting information Help This allows to prevent access to any accounting information.

Access all Orgs

Access all Orgs

Description Access all Organizations (no org access control) of the client Help When selected, the role has access to all organizations of the client automatically. This also increases performance where you have many organizations.

Organization Tree

Organization Tree

Description Trees are used for (financial) reporting and security access (via role) Help Trees are used for (finanial) reporting and security access (via role)

Use User Org Access

Use User Org Access

Description Use Org Access defined by user instead of Role Org Access Help You can define the access to Organization either by Role or by User. You would select this, if you have many organizations.

Can Report

Can Report

Description Users with this role can create reports Help You can restrict the ability to report on data.

Can Export

Can Export

Description Users with this role can export data Help You can restrict the ability to export data from Adempiere.

Can Load

Can Load

Description Users with this role can load data Help You can restrict the ability to load data from Adempiere.

Personal Lock

Personal Lock

Description Allow users with role to lock access to personal records Help If enabled, the user with the role can prevent access of others to personal records. If a record is locked, only the user or people who can read personal locked records can see the record.

Personal Access

Personal Access

Description Allow access to all personal records Help Users of this role have access to all records locked as personal.

Confirm Query Records

Confirm Query Records

Description Require Confirmation if more records will be returned by the query (If not defined 500) Help Enter the number of records the query will return without confirmation to avoid unnecessary system load. If 0, the system default of 500 is used.

Max Query Records

Max Query Records

Description If defined, you cannot query more records as defined - the query criteria needs to be changed to query less records Help Enter the number of records a user will be able to query to avoid unnecessary system load. If 0, no restrictions are imposed.

Connection Profile

Connection Profile

Description How a Java Client connects to the server(s) Help Depending on the connection profile, different protocols are used and tasks are performed on the server rather then the client. Usually the user can select different profiles, unless it is enforced by the User or Role definition. The User level profile overwrites the Role based profile.

Allow Info Account

Allow Info Account

Allow Info Asset

Allow Info Asset

Allow Info BPartner

Allow Info BPartner

Allow Info CashJournal

Allow Info CashJournal

Allow Info InOut

Allow Info InOut

Allow Info Invoice

Allow Info Invoice

Allow Info Order

Allow Info Order

Allow Info Payment

Allow Info Payment

Allow Info Product

Allow Info Product

Allow Info Resource

Allow Info Resource

Allow Info Schedule

Allow Info Schedule

Allow Info CRP

Allow Info CRP

Allow Info MRP

Allow Info MRP

Allow HTML View

Allow HTML View

Allow XLS View

Allow XLS View

Org Access

Org Access

Description Maintain Role Org Access Help Add the client and organizations the user has access to. Entries here are ignored, if User Org Access is selected or the role has access to all roles. Note that access information is cached and requires re-login or reset of cache.

If not selected, the user cannot create a new Record.  This is automatically disabled, if the Tab is Read Only.

Fields

Fields

Client

Client

Description Client/Tenant for this installation. Help A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client.

Organization

Organization

Description Organizational entity within client Help An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations.

Role

Role

Description Responsibility Role Help The Role determines security and access a user who has this Role will have in the System.

Active

Active

Description The record is active in the system Help There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports. There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.

Read Only

Read Only

Description Field is read only Help The Read Only indicates that this field may only be Read. It may not be updated.

User Assignment

User Assignment

Description Users with this Role Help The User Assignment Tab displays Users who have been defined for this Role.

If not selected, the user cannot create a new Record.  This is automatically disabled, if the Tab is Read Only.

Fields

Fields

Client

Client

Description Client/Tenant for this installation. Help A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client.

Organization

Organization

Description Organizational entity within client Help An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations.

Role

Role

Description Responsibility Role Help The Role determines security and access a user who has this Role will have in the System.

Default

Default

Description Default value Help The Default Checkbox indicates if this record will be used as a default value.

User/Contact

User/Contact

Description User within the system - Internal or Business Partner Contact Help The User identifies a unique user in the system. This could be an internal user or a business partner contact

Active

Active

Description The record is active in the system Help There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports. There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.

Window Access

Window Access

Description Window Access Help The Window Access Tab defines the Windows and type of access that this Role is granted.

If not selected, the user cannot create a new Record.  This is automatically disabled, if the Tab is Read Only.

Fields

Fields

Client

Client

Description Client/Tenant for this installation. Help A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client.

Organization

Organization

Description Organizational entity within client Help An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations.

Role

Role

Description Responsibility Role Help The Role determines security and access a user who has this Role will have in the System.

Window

Window

Description Data entry or display window Help The Window field identifies a unique Window in the system.

Active

Active

Description The record is active in the system Help There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports. There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.

Read Write

Read Write

Description Field is read / write Help The Read Write indicates that this field may be read and updated.

Process Access

Process Access

Description Process Access Help The Process Access Tab defines the Processes and type of access that this Role is granted.

If not selected, the user cannot create a new Record.  This is automatically disabled, if the Tab is Read Only.

Fields

Fields

Client

Client

Description Client/Tenant for this installation. Help A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client.

Organization

Organization

Description Organizational entity within client Help An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations.

Role

Role

Description Responsibility Role Help The Role determines security and access a user who has this Role will have in the System.

Process

Process

Description Process or Report Help The Process field identifies a unique Process or Report in the system.

Active

Active

Description The record is active in the system Help There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports. There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.

Read Write

Read Write

Description Field is read / write Help The Read Write indicates that this field may be read and updated.

Form Access

Form Access

Description Form Access Help The Form Access Tab defines the Forms and type of access that this Role is granted.

If not selected, the user cannot create a new Record.  This is automatically disabled, if the Tab is Read Only.

Fields

Fields

Client

Client

Description Client/Tenant for this installation. Help A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client.

Organization

Organization

Description Organizational entity within client Help An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations.

Role

Role

Description Responsibility Role Help The Role determines security and access a user who has this Role will have in the System.

Special Form

Special Form

Description Special Form Help The Special Form field identifies a unique Special Form in the system.

Active

Active

Description The record is active in the system Help There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports. There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.

Read Write

Read Write

Description Field is read / write Help The Read Write indicates that this field may be read and updated.

Browse Access

Browse Access

Description Browse Access Help The Browse Access Tab defines the Browses and type of access that this Role is granted.

If not selected, the user cannot create a new Record.  This is automatically disabled, if the Tab is Read Only.

Fields

Fields

Client

Client

Description Client/Tenant for this installation. Help A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client.

Organization

Organization

Description Organizational entity within client Help An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations.

Role

Role

Description Responsibility Role Help The Role determines security and access a user who has this Role will have in the System.

Smart Browse

Smart Browse

Active

Active

Description The record is active in the system Help There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports. There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.

Read Write

Read Write

Description Field is read / write Help The Read Write indicates that this field may be read and updated.

Workflow Access

Workflow Access

Description Workflow Access Help The Workflow Access Tab defines the Workflows and type of access that this Role is granted.

If not selected, the user cannot create a new Record.  This is automatically disabled, if the Tab is Read Only.

Fields

Fields

Client

Client

Description Client/Tenant for this installation. Help A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client.

Organization

Organization

Description Organizational entity within client Help An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations.

Role

Role

Description Responsibility Role Help The Role determines security and access a user who has this Role will have in the System.

Workflow

Workflow

Description Workflow or combination of tasks Help The Workflow field identifies a unique Workflow in the system.

Active

Active

Description The record is active in the system Help There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports. There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.

Read Write

Read Write

Description Field is read / write Help The Read Write indicates that this field may be read and updated.

Task Access

Task Access

Description Task Access Help The Task Access Tab defines the Task and type of access that this Role is granted.

If not selected, the user cannot create a new Record.  This is automatically disabled, if the Tab is Read Only.

Fields

Fields

Client

Client

Description Client/Tenant for this installation. Help A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client.

Organization

Organization

Description Organizational entity within client Help An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations.

Role

Role

Description Responsibility Role Help The Role determines security and access a user who has this Role will have in the System.

OS Task

OS Task

Description Operation System Task Help The Task field identifies a Operation System Task in the system.

Active

Active

Description The record is active in the system Help There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports. There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.

Read Write

Read Write

Description Field is read / write Help The Read Write indicates that this field may be read and updated.

Dashboard Access

Dashboard Access

Description Dashboard Help TheDashboard Access Tab defines the Dashboard and type of access that this Role is granted.

If not selected, the user cannot create a new Record.  This is automatically disabled, if the Tab is Read Only.

Fields

Fields

Client

Client

Description Client/Tenant for this installation. Help A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client.

Organization

Organization

Description Organizational entity within client Help An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations.

Role

Role

Description Responsibility Role Help The Role determines security and access a user who has this Role will have in the System.

Dashboard Content

Dashboard Content

Active

Active

Description The record is active in the system Help There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports. There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.

Document Action Access

Document Action Access

Description Define access to document type / document action / role combinations. Help Define access to document type / document action / role combinations.

If not selected, the user cannot create a new Record.  This is automatically disabled, if the Tab is Read Only.

Fields

Fields

Client

Client

Description Client/Tenant for this installation. Help A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client.

Organization

Organization

Description Organizational entity within client Help An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations.

Role

Role

Description Responsibility Role Help The Role determines security and access a user who has this Role will have in the System.

Document Type

Document Type

Description Document type or rules Help The Document Type determines document sequence and processing rules

Reference List

Reference List

Description Reference List based on Table Help The Reference List field indicates a list of reference values from a database tables. Reference lists populate drop down list boxes in data entry screens

Active

Active

Description The record is active in the system Help There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports. There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.

Included roles

Included roles

If not selected, the user cannot create a new Record.  This is automatically disabled, if the Tab is Read Only.

Fields

Fields

Sequence

Sequence

Description Method of ordering records; lowest number comes first Help The Sequence indicates the order of records

Active

Active

Description The record is active in the system Help There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports. There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.

Role

Role

Description Responsibility Role Help The Role determines security and access a user who has this Role will have in the System.

Included Role

Included Role