Rights Settings

Rights settings defined for the PE and CP info areas are applied to the KP info area.

Locking Person Info Areas

Aurea recommends setting the same locks for the KP, CP and PE info areas in the Deny New, Deny Update and Deny Deletion columns in the Rights info area. Otherwise the following can occur:

Deny New, Deny Update and Deny Deletion only for KP

Action

Result

Adding a KP

Not possible.

Adding a PE and CP

A KP is added automatically.

Changing field values in a PE and CP

Changes are visible in the KP.

Deleting a KP

The corresponding CP is deleted automatically. The corresponding PE is deleted if it is only linked to this company.

Note: To prevent the PE from being deleted, set Deny Deletion for the PE info area in the access rights.

Deleting a CP

The corresponding KP is deleted automatically.

Deleting a PE

All corresponding CPs and KPs are deleted automatically.

Deny New, Deny Update and Deny Deletion only for PE

Action

Result

Adding a KP

You can enter data in CP-specific fields but you cannot save the record.

Adding a PE

Not possible.

Adding a CP and using it to link FI and PE

Possible.

Editing a KP

Editing the CP-specific fields and saving is possible.

Deleting a KP

The corresponding CP is deleted automatically, the PE is retained.