Skip to main content

Access to Desktops

Updated over a month ago

A user has access to a desktop if either:

  • The desktop code is listed in the Alternative Desktops field on their user record.

  • The desktop code is listed in the Alternative Desktops field on a group they belong to.

The Current Desktop field on the user’s user record indicates which desktop the user has currently selected.

To add a desktop to a user record

  1. In User Workbench, open the user record.

  2. In the Current Desktop field on the Preferences tab, enter the code for the top-level desktop menu for this user. This could be same as the user's user ID, but it does not have to be.

    • If the code is for a desktop menu that already exists, when the user next logs in they will see that desktop.

    • If the code is for a desktop menu that does not exist, the user will have an empty desktop and will be able to configure it themselves using the Desktop Setup Wizard. They can copy a desktop from another user.

  3. Enter the same desktop code in the Alternative Desktops field.

  4. Save the user record.

    If the desktop menu does not already exist, Coins ERP+ creates an empty desktop menu automatically.

    If the user has a user home page set up, they will see that home page when they log in to Coins ERP+, but they will still be able to display the desktop.

Editing Desktops

A user can modify parts of their current desktop if:

  • The desktop code is listed in the Editable Desktops field on the user’s user record, and

  • the menu, tab and section codes begin with the code specified in the Current Desktop field.

If a desktop contains components (for example, tabs or sections) which do not begin with the same code as the desktop itself, the user will not be able to modify those components. This means you can configure and maintain standard desktop components that users cannot change.

You can build standard desktops and assign them to a group. When a user is added to that group, the desktop(s) from that group will become available for them to view. The desktops will only be editable if the desktop code is in the user's Editable Desktops list; desktops assigned to groups are generally read-only desktops.

If more than one user can modify a desktop, and one user makes changes, all the other users will see the changes.

Function Access

If you do not want users to be able to modify the content of their desktop, do not give them access to:

  • The User Preferences Desktop tab: %WSY2581SSUR.

  • The Desktop Item Maintenance function: %WSY2582BMSI.

  • The Desktop Tab Maintenance function: %WSY2583BMSI.

  • The Desktop Section Maintenance function: %WSY2584BMSI.

Users will still be able to select their desktop background image.

If you do not want users to be able to add functions to their desktop from the History menu, do not give them access to the Add to Desktop function (%WSY2583FMSI).

Did this answer your question?