In many manufacturing businesses, resale pricing and internal cost are sensitive fields. You may need one specific user to work in Cetec ERP without seeing resale or cost, while other users in the same general role still retain access.

Cetec ERP handles this with security-by-role settings. The workflow is to create a dedicated role that triggers the restriction, then assign that role only to the user who should be blocked.

Create a Role That Hides Resale or Cost

Start by creating a new role specifically for the restriction you want. In Cetec ERP, go to Admin, Maintenance, Data Maintenance, then open the Role data type.

Click Add Row. Set the name to either “Hide Resale” or “Hide Cost”, then click Submit. These role names are pre-configured in the Security by Role settings, so the restriction takes effect when the role exists and is assigned to a user.

Assign the Role to the Specific User

Once the role exists, assign it to the user who should be restricted. Go to Admin, Users, open the user’s edit page, then add the “Hide Resale” and or “Hide Cost” role under roles.

Click Submit at the bottom of the user edit page. From this point forward, that user’s visibility to resale and or cost will be blocked.

How to Decide Which Role to Use

Use “Hide Resale” when you want the user to work operationally without seeing resale pricing. Use “Hide Cost” when you want to restrict internal cost visibility. If you need both restrictions, assign both roles to the user.

Removing the Restriction Later

If the user needs access again in the future, remove the “Hide Resale” and or “Hide Cost” role from the user record and submit the change. The restriction will be lifted when the role is no longer assigned.

Key Takeaways

• Create a dedicated role named “Hide Resale” and or “Hide Cost” in Data Maintenance.
• Assign the role only to the specific user who should be restricted.
• Remove the role later to restore resale or cost visibility for that user.

Conclusion

Restricting resale and cost visibility in Cetec ERP is a role-based configuration. By creating the pre-configured role and assigning it only to the intended user, you can control sensitive pricing and cost access without changing permissions for the rest of your team.

Related resources: https://cetecerp.com/blog/custom-roles.html and https://cetecerp.com/support/how-to/how-to-hide-resale-and-cost-from-a-user.html