Manage Tabs

You can configure tab access to help protect the integrity of the data for your objects, prevent users from performing unauthorized tasks such as adding or deleting object information, and to support separation of duties so users only see the information appropriate for their particular job function.
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You can configure tab access to help protect the integrity of the data for your objects, prevent users from performing unauthorized tasks such as adding or deleting object information, and to support separation of duties so users only see the information appropriate for their particular job function.
For assets, models, and legal documents, you provide a specific configuration by specifying the
asset family
(assets and models) and
legal template
(legal documents).
You can configure tab access in the following ways:
  • Hide a tab when users should not be able to see a particular tab.
    For example, you do not want a user to be able to see any information for legal documents. Therefore, you hide the Legal Document tab.
  • Make a tab appear when users should be able to see a particular tab.
    For example, you want a user to be able to see all information for legal documents. Therefore, you make the Legal Document tab appear.
  • Make a tab read-only when users should be able to see, but not change the information on a particular tab.
    For example, you want a user to be able to see, but not change, the information for a model. Therefore, you make the Model tab read-only.
  • Make a tab accessible when users should be able to view and change the information on a tab.
    For example, you want a user to be able to see, and edit, all information for a model. Therefore, you make the Model tab accessible.
Follow these steps:
  1. Click the tab and optional subtab for the object access that you want to configure. On the left, click
    CONFIGURE: ON
    .
    The configuration of the object access is enabled.
    In the Configuration Information area of the page, specify the information for the new global or local configuration, or select an existing configuration that you want to change.
    Global configuration changes affect all users, regardless of their role. Local configuration changes only affect users in the roles assigned to the selected configuration.
  2. To hide a tab, complete the following steps:
    1. On the tab, click the Access Granted icon.
      The Access Denied icon appears for the tab.
    2. Click Save Configuration.
      When you assign a configuration to a role, users in the role cannot see the tab.
  3. To make a tab appear, complete the following steps:
    1. If the tab is already hidden, click the Access Denied icon on the tab.
      The Access Granted icon appears for the tab.
    2. Click Save Configuration.
      When you assign a configuration to a role, users in the role can see the tab.
  4. To make a tab read-only, complete the following steps:
    1. On the tab, click the Editable icon.
      The Read Only icon appears for the tab.
    2. Click Save Configuration.
      When you assign a configuration to a role, users in the role cannot change the information on the tab.
  5. To make a tab accessible, complete the following steps:
    1. If the tab is already read-only, click the Read Only icon on the tab.
      The Editable icon appears for the tab.
    2. Click Save Configuration.
      When you assign a configuration to a role, users in the role can access the information on the tab.