Why can't I access my record change history?

Frequently Asked Questions regarding the Progeny membership management software.

Why can't I access my record change history?

Postby [TDR] Nathan Soliz » October 24th, 2012, 8:26 am

Keywords: cannot click history notes grayed greyed out unavailable inaccessible
Applies To: v8.8+


With the release of ProgenyES v8.8, a new security permission was added to provide the option of restricting access to history notes. Adhering to the concept of "Secure by Default", new permissions are not granted by default. Consequently, it is necessary for a Progeny administrator to explicitly grant this new permission to access the record change history.

If you are not an administrator, contact your Progeny administrator and direct them to this FAQ page.

If you are an administrator and your users do not have access to the history notes, you may follow the steps below to assign the access right.

Assigning Record History Access Rights
  • Start and login to Progeny
  • Exit the Database Register (if it opens automatically)
  • Open the Security Management window (padlock icon on left, or the "Security - Manage Users and Groups" top menu)
  • Select the User Groups tab
  • Select your group
  • Ensure that the right for "Records - Record Tab Access - Record History" is check marked
  • Select the Users tab
  • Select your account
  • Ensure that the right for "Records - Record Tab Access - Record History" is check marked
  • Repeat for any other groups and users as needed
  • Click the Save and Exit button
  • Exit Progeny
  • Start and log back in to Progeny
In a multi-user/client-server situation, the users will need to logout and back into Progeny in order to refresh their access rights.
[TDR] Nathan Soliz
 
Posts: 12
Joined: October 9th, 2009, 3:59 pm

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