I would like to restrict users from accessing the Literature Requests Tab under Account Detail View, how can I accomplish this??


Is it possible to restrict users from certain Tabs on the Account Detail View?


Removing Tabs from the Account Detail View.
Go into Application Architect
Go into the Project Explorer
Go the VFS File and Expand it.
Expand Sage SalesLogix
Expand Pages
Go to Account Detail and Double Click on it.
Go to the right side of the screen/SmartParts Tab/ and Highlight the tab you would like to remove from Users.
Ie. Litrequestlist……
Once highlighted…go to the properties on the far right
In the Allow Roles field, click the drop down and choose Administrator.
This means only the users with the Administrator Role will be able to access this tab.
Build and Deploy the Core Portals, and your changes will be reflected in the Client.


Submit a Comment

Your email address will not be published.

Subscribe To Our Newsletter

Join our mailing list to receive the latest Infor CRM (Saleslogix) and Creatio (bpm'online) news and product updates!

You have Successfully Subscribed!