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Hiding Vendor Cards

  • 1.  Hiding Vendor Cards

    GOLD CONTRIBUTOR
    Posted Apr 25, 2019 04:06 PM
    We have some vendors that contain sensitive information that we would like to restrict visibility for most users.  ​Is there an easy way to hide certain vendor cards?

    We operate on NAV17.

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    Debra Rohlik
    Controller
    Farmers Union Industries, LLC
    Redwood Falls MN
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  • 2.  RE: Hiding Vendor Cards

    TOP CONTRIBUTOR
    Posted Apr 25, 2019 04:43 PM
    Mergetool has a great add-on solution called EasySecurity that provides the ability to do field and data level security.

    Out of the box, you can create a new permission set and apply a field level security filter.

    For example, you can take the P&P-VENDOR or P&P-VENDOR-EDIT permission set and make a copy to create a new permission set.  On the new permission set, apply a security filter (see image below).  Anyone with the permision set below can only see vendors that have a Vendor Posting Group of Domestic.  You can pick any field on the vendor card to filter with.

    You'll want to test carefully to make sure that the user does not have another permission set that overrides the restriction below by allowing access to the Vendor table.

    Permission Set Security Filter

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    Lewis Rosenberg
    IT Manager
    Mars Fishcare
    Chalfont PA
    ------------------------------------------------------------------------
    BCUG/NAVUG All-Star
    BCUG/NAVUG Board of Advisors, Chairperson
    BCUG/NAVUG Programming Committee

    Twitter: @RosenbergL
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    Orlando, FL - October 15-18, 2019
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  • 3.  RE: Hiding Vendor Cards

    TOP CONTRIBUTOR
    Posted Apr 26, 2019 08:18 AM
    Alternatively you could put the sensitive information in a custom table that is linked to the Vendor and use standard NAV security to control it. There could be additional development effort, though, depending on where throughout the system that data is used.

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    Matt Traxinger
    NAV Developer
    ArcherPoint Inc.
    San Antonio TX
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  • 4.  RE: Hiding Vendor Cards

    GOLD CONTRIBUTOR
    Posted Apr 26, 2019 08:51 AM
    There are a couple options I have seen used in an on-premise environment:
    1) Responsibility centers can be used but typically when these are used the users that are not in that responsibility center would not be able to see the vendors at all.
    2) You can configure the users role centers so these fields are not shown and do not allow the users to personalize to add them, You would have a copy of the role center for the restricted users vs the enabled users.
    3) the security filter Lewis mentioned is another alternative that can work well.

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    Kevin Fons
    Senior Application Consultant
    Innovia Consulting
    waunakee WI
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