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Security, roles & multi-company capabilities

Roles, menu hiding, partner restrictions, and inter-company rules.

Access control is a frequent support topic. DigitsCode capabilities in this area include:

  • Digits Roles — Advanced Access Management — field/button/CRUD/chatter/domain rules and scheduling.
  • Hide Menu on Multi Company for Users — company-aware menu visibility.
  • Action Security Extension for Menu Hiding — action-level hiding with parent inheritance.
  • Partner Access Restriction by Role — partner visibility across operations.
  • Restriction on Users (Allowed Partners) — limit users to allowed customers.
  • Digits Approval Access Rights — granular rights on approval categories.
  • Digits Partner Company — enhanced partner/company linkage.
  • Digits Inter Company Rules — automated SO/PO between companies.
  • Inter-Company Payment Management — payments across companies.
  • Contact Unique Validation — prevent duplicate phone/mobile/email.
  • Helpdesk Secure Ticket — hardened ticket display for helpdesk.

For access changes, open Access & Security and list the login, menus, and justification — see also the Solutions article on access resets.

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