Business Objects and Role Permissions

1. Objects Accessible to Terminal Users

• Configuration Path: Service Connector > System Settings > Full Feature Configuration > Terminal User Service Connector > Business Objects

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• Terminal Service Connector > Business Objects: Lists the business objects that Terminal users are permitted to submit or query (used in conjunction with Interconnection Role permissions).
• Object Configuration: Predefined objects are open to Terminal users by default. Deleting them is not recommended. Click Add Object to include additional visible objects.

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• Configure the following for business objects assigned to external Terminal user roles:
  • Visible Record Types
  • Assigned Layouts
  • Data Permissions
• Record Types: Defines the object record types available to Terminal users. We recommend enabling only one to simplify their workflow.

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• Assigned Layouts: Determines the page layouts visible to Terminal users for each object.

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2. Terminal User Role Permissions

Functional Permissions: Based on Interconnection Roles, permissions are assigned to differentiate and isolate Terminal users’ access. Key aspects include:

• Object-Level Permissions: Controls visibility of functional entry points. For example, if the “View List” permission for the “Device” object is disabled for the “Individual User” role, Terminal users under this role won’t see the “Device” entry.
• Operation Permissions: Manages actions like create, edit, etc.

• Field Permissions: Configures field-level access (read/write, read-only, or hidden) for roles. For instance, the “Remarks” field in Work Orders can be hidden for the “Terminal User” role.

• ShareCRM predefines roles for Terminal users. For additional role configurations, refer to: Interconnection Roles.
• Assign the following permissions to Terminal users:
  • Object Permissions:
    • View List: Grants access to the object entry.
    • View Details: Grants access to the object detail page. Without this, Terminal users cannot view Work Order details.
  • Operation Permissions: Required for users to perform actions on business data. For example, disabling “Create,” “Edit,” or “Import” hides these options on list/detail pages.

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Note: Ensure that buttons are configured as visible in the assigned layouts for external roles (check list/detail page layouts).

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