Hi Epicor Community,
I’m relatively new to Epicor Kinetic Cloud and currently reviewing our security setup. I noticed that in our environment we don’t seem to have any “display-only” roles .
In my previous experience with SAP, we had dedicated roles designed specifically for display or audit purposes , allowing external consultants or auditors to view data without the ability to modify anything.
In Epicor, I’m trying to figure out the best approach for a similar scenario. For example, how do you typically provide external consultants with access to review data in the system without granting transactional permissions?
A few questions for the community:
- Do you create display-only security roles in Epicor?
- What is the recommended way to configure these roles?
- Are there any best practices for organizations with limited Epicor security expertise ?
- Do you rely on menu security, read-only dashboards/BAQs, or other approaches ?
Any guidance or examples of how your organization handles this would be greatly appreciated.
Thank you in advance!