NEW3.01.00 · Released 23 February 2018
NEWfinPOWER Connect
Released in
3.01.00
23 February 2018
  1. Opened29 Nov 2016
  2. Closed22 Nov 2017
  3. Released23 Feb
Article 15076 Job J018364

Accounts; new Permission Keys to prevent User editing the Account

Previously there were two Permission Keys to stop a User editing an Account.

  • "Account.Update"; stops a User editing any Account.
  • "Account.UpdateQuote"; determines if a User can update 'Quote' Accounts.

However, this means you cannot stop a User editing an Account with a Status of "Open", but allow them to edit a "Quote".

Therefore five more Permission Keys have been added:

  • "Account.UpdateOpen"; determines if a User can update 'Open' Accounts.
  • "Account.UpdateClosedPending"; determines if a User can update 'ClosedPending' Accounts.
  • "Account.UpdateClosed"; determines if a User can update 'Closed' Accounts.
  • "Account.UpdateDeclined"; determines if a User can update 'Declined' Accounts.
  • "Account.UpdateUnwanted", determines if a User can update 'Unwanted' Accounts.