Set Up Access to Application Tabs

Using the Access Rights tab on the Roles form, you can control a role's access to the tabs in DPS applications. This includes custom tabs added to DPS by your company.

The procedure below does not apply to most browser application tabs. You control access to those using Screen Designer in the browser application. The exceptions are the planning tabs in the Projects hub in the browser application. Screen Designer is not available in the Plan mode of the Projects hub, so you control access to those tabs using the settings for project plans on the Access Rights tab of the Roles form.

To select the tabs that a role can access:

  1. On the Navigation menu in the desktop application, click Settings > Security > Roles.
  2. On the Roles form, select a role.
  3. Click the Access Rights tab.
  4. From the Functional Area drop-down list, select Application Tabs.

    The Full access to all desktop application tabs option displays.

  5. Select the Full access to all desktop application tabs option to allow full access to all tabs in the desktop application and to all planning tabs in the Projects hub in the browser application.
  6. Select an application and use the Add and Remove buttons to move tabs between the Hidden and Viewable columns, or select Full access to all desktop application tabs to allow access to all desktop application tabs, lookups, and reports.
  7. Click Save.