{"id":15118,"date":"2017-10-26T06:49:57","date_gmt":"2017-10-26T06:49:57","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=15118"},"modified":"2022-11-04T10:25:24","modified_gmt":"2022-11-04T10:25:24","slug":"control-access-rights-of-entity-tabs-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/10\/26\/control-access-rights-of-entity-tabs-in-sage-crm\/","title":{"rendered":"Control Access Rights of Entity tabs in Sage CRM"},"content":{"rendered":"

Sage CRM<\/a> has a complex and sophisticated Security mechanism implemented as automatic alteration of the SQL used to fetch either the application data to the screen or the metadata that controls the availability of features. One such feature is related to the various Entity Tabs which displays the List or Screens for Users. Since not every entity has provision like Company entity\u2019s Company Team tab which allows you to control access rights, below is the post of how you can control access rights for multiple Users.
\nNew Stuff: <\/strong><\/em><\/span>\u00a0Display Entity\u2019s Record Id on Screens in Sage CRM<\/a>
\nYou can hide the tab by writing SQL condition as per your need. For example, if you want hide the Case<\/strong> tab of Company entity record for two or three users, then in the SQL field write the SQL condition as shown in below steps:
\n1.<\/strong> Go to Administration -> Company -> Tabs<\/strong>
\n2.<\/strong> Select Case<\/strong> tab option and in the SQL clause, write the SQL condition and click on Update button then save.
\n\"\"<\/a>
\nThis will hide the tab based on SQL condition given in SQL field. But what if you want to hide the tab for N number of users, then you need to add all the user\u2019s Id in SQL Condition. Which seems bit time consuming as well as requires execution of SQL query in order to get the User ids.
\nSo here we came up with the solution of hiding tab for specific user based on a single field value. To achieve this follow below steps –
\n1.<\/strong> Create a checkbox field and add the same on the User summary screen, i.e. user_HideTab<\/strong><\/em>
\n\"\"<\/a>
\n2.<\/strong> Now, Admin user can provide the Tab control access rights by toggling this field value.
\n3.<\/strong> Now go to Administration -> Company -> Tabs<\/strong>. Select the Case<\/strong> tab and add the SQL condition i.e. user_HideTab is null<\/strong><\/em>. As shown in below screen.
\n\"\"<\/a>
\nThus whenever the Admin user checks the checkbox for any particular User then the tab will be hidden for that user.<\/p>\n","protected":false},"excerpt":{"rendered":"

Sage CRM has a complex and sophisticated Security mechanism implemented as automatic alteration of the SQL used to fetch either the application data to the screen or the metadata that controls the availability of features. One such feature is related to the various Entity Tabs which displays the List or Screens for Users. Since not\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[19,53,55,71,332,342,380,391],"tags":[669,761,1078,1323,1338,1339],"class_list":["post-15118","post","type-post","status-publish","format-standard","hentry","category-administrator","category-cases","category-checkboxes","category-company","category-sage-crm","category-sage-crm7-3","category-sql","category-tab","tag-checkbox-on-user-level-to-hide-tabs","tag-control-access-rights-of-entity-tabs-in-sage-crm","tag-entity-tabs","tag-hide-entity-tabs-in-sage-crm","tag-hide-tabs-based-on-sql-condition","tag-hide-tabs-in-sage-crm"],"yoast_head":"\nControl Access Rights of Entity tabs in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/10\/26\/control-access-rights-of-entity-tabs-in-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Control Access Rights of Entity tabs in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM has a complex and sophisticated Security mechanism implemented as automatic alteration of the SQL used to fetch either the application data to the screen or the metadata that controls the availability of features. 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