You can configure the menu options, submenu options, and the records that users can see in your Oomnitza instance.
Scenario
You want to configure the navigation of your Oomnitza instance for SaaS managers. So, you create a SaaS management role and then you configure the navigation for the role so that SaaS managers can access the SaaS application and SaaS contracts that they need to manage and maintain.
Before you begin
You can configure the navigation for existing and new user roles.
Before you configure the navigation for the role, you grant permissions to objects and custom objects. For example, in this scenario, you grant the following permissions for the SaaS Manager role:
- Add, edit, and archive permission for Contracts
- Read and create permissions for Manage saved searches
- Add, edit, and archive permissions for Software SaaS
You can create saved searches to show only the records that the users need to complete their tasks. For example, SaaS managers are interested only in SaaS contracts so you create the following contracts search and save it:
Contract Type = SaaS Contract - Enterprise
Procedure
- Click Configuration > Security > Roles.
- Click the role.
- Click Permissions and ensure that the role has access to the appropriate objects and custom objects.
- Click Navigation.
- Add unique labels for the menu and submenu options. To fine tune access to specific records in an object, you can select a saved search.
- Click Save.
Tip
When you create a saved search, ensure that you grant permission to the role to use the saved search. Otherwise, you won’t be able to select the search from the Preselected saved search list. For further information, see Assigning saved searches to roles.
Result
When users log in, they can view and access the menu and submenu options and records that were configured for their role.
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