The Service Management module currently does not have any data security the way that the payroll and job cost modules do. Because we have 3 unions, 2 divisions, etc., we believe that data security needs added so that Project Managers and salespeople (whom we have set up as Service Centers and Divisions for reporting purposes) can only see their own work orders. There is currently not a way to prevent anyone with access to SM Work Orders or any number of reports from seeing sensitive information that we would prefer they not see. This is similar to a separate suggestion already on this site ("Have the ability to secure and control which SM Service Centers that a user has access to based on Service Centers, Department, and/or Division").
Seth Belt
| Company | Central Consolidated, Inc. |
| Job Title / Role | Senior Accountant |
| I need it... | Yesterday...Come on already |
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Any update on this ? we would find this very helpful to have as well.
We would like to be able to apply security by SM Department or some other attribute (GL Account Segment) or even ud Field.