Darwin Cloud

Security: Adding or Resetting Users Under Limited Permissions

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Security setting

Enable company security on the setup screens

  1. Go to Settings
  2. Go to Setup
  3. Click Application Settings tab
  4. Click the Security
  5. Set the value to TRUE for Enable company security on the setup screens
  6. Click save button

Description:

When this setting is set to TRUE, the search results on setup screens will be restricted based on the user's Company and Office permissions.

Purpose:

To ensure that users can only view and access setup data (such as Companies, Offices, Accounts, etc.) that fall within their assigned security scope.

Recommended Use:

Enable this setting in multi-company or franchise environments to enforce strict data access control based on organizational hierarchy.

User Role Permissions Setup

Add User Only

Function:

Allows the user to add new users only to Companies, Offices, and Bank Accounts they have permission to view.

Required Security Role Actions:

  • Security
  • Security > Manage Users > Add and Reset Users Mode
  • Security > Users
  • Security > Users > Allow New User
  • Security > Users > Allow Tab Account
  • Security > Users > Allow Tab Company
  • Security > Users > Allow Tab Office
  • Security > Users > Allow Tab Role
  • Security > Users > Allow Tab Voucher Type

Reset User Only

Function:

Allows the user to reset the password of any user that belongs to a Company and Office the acting user has access to.

Required Security Role Actions:

  • Security
  • Security > Manage Users > Add and Reset Users Mode
  • Security > Users
  • Security > Users > Allow Bulk Password Change
  • Security > Users > Allow Change Password
  • Security > Users > Allow Search Users
  • Security > Users > Allow User Tabs

Add and Reset Users

Function:

Full access to add new users and reset passwords for users within the scope of their company and office access.

Required Security Role Actions:

  • Security
  • Security > Manage Users > Add and Reset Users Mode
  • Security > Users
  • Security > Users > Allow Bulk Password Change
  • Security > Users > Allow Change Password
  • Security > Users > Allow New User
  • Security > Users > Allow Search Users
  • Security > Users > Allow Tab Account
  • Security > Users > Allow Tab Company
  • Security > Users > Allow Tab Office
  • Security > Users > Allow Tab Role
  • Security > Users > Allow Tab Voucher Type
  • Security > Users > Allow User Tabs

Limited Search Permissions

User search functionality is restricted to only the Companies and Offices that the logged-in user has access to. This ensures secure and scoped visibility within the system.

How Users Can Search and Access Other Users:

  1. Search and select a user from the right-side panel
  2. Quick access by clicking a user directly from the right panel

⚠️ Both options are limited to users within the logged-in user’s company/office permissions.

Required Security Role Actions:

To perform user searches and view user details, the following security permissions are required:

  • Security > Users > Allow Search Users
  • Security > Users > Allow User Tabs

Users Without "Search" Access:

  • The Search button will be grayed out
  • The User list panel will display "no data"

User Search Outside Allowed Companies

If a user attempts to search for another user outside of their assigned Companies and Offices, the system will display an error notification - 'no user found'

Use Case Recommendation:

This setting is ideal for organizations where role-based access and visibility across user records need to be strictly controlled based on company and office assignments.

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