Standard functionality grants all users access to the Customize feature in Macola’s Business Process Management component (Exact Synergy Enterprise).

The Customize screens are found by clicking the wrench icon in the top right corner of a screen.

Generally the Customize feature is found in:

Account view

For users with standard access (Professional role), this is limited to their personal view of the screen Administrators are able to affect the Corporate view (for everyone)

Person view

For users with standard access (Professional role), this is limited to their personal view of the screen Administrators are able to affect the Corporate view (for everyone) and by Division

Advanced searches

All users can access and adjust search settings which affect their personal view only

How it works

This feature applies to the Account view. Harvest Ventures will install the customization. Administrators can define the various account screen views and options and apply the Customize Security Feature to block individual user access to the Customize icon. When a user clicks the Customize Icon, they will see the "access denied" message.

This custom feature is controlled by a security role. Without the appropriate role, the user cannot access the 'customize' screen of the account record.