Ideas for restricting access to data by user

[macola101]

We would like set up our sales people so they can access only their customer information. This task is much like the quesiton posted in thread639-863403. Not only would this be a filtered search, but restrict them from typing in the customer number or by scrolling through the vcr buttons.

Does anyone have any ideas other then having them view the information in crystal? We have Progression 7.6.300c on sql.

Thanks

 

[NEmacGuy]

Here are some avenues you may look down (discuss with your Exact reseller or Exact).
(What I have seen, will not say if right or wrong)

1 - eSynergy - make your (sales reps <-> resellers) make each accounts sales rep the reseller. Then you sales reps can lookup lots of data in eSynergy. (Note account is also running, not sure what replicates from progression)

2 - Business Analytics use edeployment to email the sales rep cubes with the data only. $$$$

3 - Crystal Reports -
a.) with web server intregation either APS or
enterprise.
b.) with event manager email the reps their reports on
a scheduled basis (I know there are some other
experts that can recomment some other third party
crystal add-ons for the same function)

Just some ideas

 

[pronet74]

You can do this in flex. Use Windows API calls to find out the windows logon username, then in the OE screen after the customer.lostfocus command have it check to see if the customer they put in is theres. You can do this by using running a query on the dbo_arcusfil_sql table (I assume you are using ES).

If you need the code for this I can help you out.

 

[abaldwin]

While true that you can do this as Pronet74 has suggested, I would submit that this would be a much larger project than you suspect.

While this can be done with user name from windows or signed in user name from the macform object, you would need to implement this flex on EVERY screen where users have access to customer numbers or customer information.

i.e. Customer maintenance and all customer screens under ar
Oe and all reports/views etc where the user has access.

Depending on your security in progression this could be quite a deal.

Andy Baldwin

"Testing is the most overlooked programming language on the books!"

Ask a great question, get a great answer. Ask a vague question, get a vague answer.
Find out how to get great answers FAQ219-2884.

 

[pronet74]

It really all depends on what information you want your salesman to see. If it's just one or two screens, no big deal. However if it's every screen including order entry it can still be done with flex but it will just be more time consuming.