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Sales tax values data entity is not available for users with Data management roles

  • 1.  Sales tax values data entity is not available for users with Data management roles

    TOP CONTRIBUTOR
    Posted Oct 15, 2021 04:09 PM

    Has anyone seen an issue where data entities appear to be limited by security?

    I have found that the Sales tax values data entity appears to be missing from the list of any users that DO NOT HAVE the system administration role. The user does have the other Data Management roles typically associated with DMF access.

    The orange session is the system administrator's view. The green session shows that the data entity is unavailable. This user has the Data Management roles.

    It's unusual that the Sales tax code values V2 is available, yet the original one is not.

    Does anyone know how to make this available for users other than System administrators?

    Thanks,

    Chris



    ------------------------------
    Christopher Ho Yee
    Altius Consulting
    Richmond BC
    ------------------------------


  • 2.  RE: Sales tax values data entity is not available for users with Data management roles

    GOLD CONTRIBUTOR
    Posted Oct 18, 2021 03:23 PM
    Hi Christopher,

    You can create a new privilege/duty/role and assign Entities to the privilege directly. The privilege can then be added to the role the user has in addition to the DMF role. The tax code values entity is available for assignment, and this is how a user would get access through DMF as well:


    We have a number of users that can do things through the interface, but sometimes the entities aren't exposed to the users and need to be added this way so they can use DMF to load data into the entities directly.

    I hope this works for you!

    ------------------------------
    Kerstin Newman
    Business Analyst
    StarTech.com
    London ON
    ------------------------------



  • 3.  RE: Sales tax values data entity is not available for users with Data management roles

    TOP CONTRIBUTOR
    Posted Oct 19, 2021 02:37 PM
    Thanks Kerstin!

    ------------------------------
    Christopher Ho Yee
    Altius Consulting
    Richmond BC
    ------------------------------



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