How to Filter Roles for User Management

This feature allows you to filter the User Management records visible to the logged-in user. For example, if you want supervisors to see only the records for Technicians, you can create a Custom Form that allows the logged-in user to only see technicians' (User) records.

This feature applies only when 'User Management' is the Copied From form. When User Management is selected, an additional field, Role, displays on the Custom Form Attributes / Identity Tab. Click the down arrow to see the roles available for selection. The roles are All, User, Technician, Requestor, and Contractor.

In Add mode:

1. Type your new Custom Form Name.
2. Select User Management in the Copied From field.
3. Select the Role to which the form applies.
4. Follow the instructions in How to Add Users to Custom Forms.*

* It is advisable to mark the Override System check box; otherwise, the logged-in user will have access to all user records. When Override System is checked, the User Account link on the Action Menu also denies access where appropriate.