![\"\"](\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/07\/TenthPlanet-iDempiere-RoleToolBarAccessUpdate.drawio-3-1024x499.png\" "\\"\\"")
<\/figure>\n\n\n\nBusiness Rules<\/strong><\/h2>\n\n\n\n\n- Active records are the only ones applied to toolbar restrictions.<\/li>\n\n\n\n
- Exclude checkbox hides the selected button for the chosen Role.<\/li>\n\n\n\n
- Rule applies only to the exact Role, Window, and Tab combination selected.<\/li>\n\n\n\n
- Wildcard Organization (*) applies the restriction across all organizations.<\/li>\n\n\n\n
- Restriction affects toolbar visibility only, not underlying document permissions.<\/li>\n\n\n\n
- Each record controls a single ToolBar Button for a single Role and Tab.<\/li>\n<\/ul>\n\n\n\n
Prerequisites<\/strong><\/h2>\n\n\n\n\n- Role configured in the Role window.<\/li>\n\n\n\n
- Window and Tab already defined in the Application Dictionary.<\/li>\n\n\n\n
- User assigned to the Role being restricted.<\/li>\n\n\n\n
- Organization configured, or wildcard (*) confirmed for tenant-wide rules.<\/li>\n<\/ul>\n\n\n\n
Navigation<\/strong><\/h2>\n\n\n\nMenu \u2192 General Rules \u2192 Security \u2192 Role Toolbar Button Access<\/p>\n\n\n\n
Configuration Steps<\/strong><\/h2>\n\n\n\nStep 1: Select the Role to Restrict<\/strong><\/h3>\n\n\n\nOpen Role Toolbar Button Access, click New, and select the Role from the list. Keep Active checked so the rule applies immediately.<\/p>\n\n\n\n![\"\"](\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/07\/TenthPlanet-iDempiere-GeneralRules-RoleToolBarBUttonAccess-1-1024x348.png\" "\\"\\"")
<\/figure>\n\n\n\nStep 2: Set the Organization Scope<\/strong><\/h3>\n\n\n\nChoose a specific Organization for a single store, or leave the wildcard (*) to apply the rule tenant-wide.<\/p>\n\n\n\n
Step 3: Choose the Action Type and Target Window<\/strong><\/h3>\n\n\n\nSet Action to Window, then select the target Window and its corresponding Tab, for example Sales Invoice and Credit\/Debit Note.<\/p>\n\n\n\n
Field Reference Table<\/strong><\/h3>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Action<\/td> Window<\/td> Type of dictionary entry the rule targets<\/td><\/tr> Window<\/td> Sales Invoice and Credit\/Debit Note<\/td> Window where the button is restricted<\/td><\/tr> Tab<\/td> Invoice_Sales Invoice and Credit\/Debit Note<\/td> Specific tab within the window<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 4: Select the ToolBar Button to Restrict<\/strong><\/h3>\n\n\n\nFrom the ToolBar Button dropdown, pick the button to control, for example Report – Attach.<\/p>\n\n\n\n
Step 5: Enable Exclude to Hide the Button<\/strong><\/h3>\n\n\n\nCheck Exclude, then Save. Without this flag checked, the record has no restrictive effect.<\/p>\n\n\n\n
Field Reference Table<\/strong><\/h3>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Role<\/td> POTS Admin<\/td> Role the restriction applies to<\/td><\/tr> ToolBar Button<\/td> Report – Attach<\/td> Button being restricted<\/td><\/tr> Exclude<\/td> Checked<\/td> Hides the button when checked<\/td><\/tr> Active<\/td> Checked<\/td> Enables the rule for use<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 6: Verify by Logging in as the Restricted Role<\/strong><\/h3>\n\n\n\nLog in with a user assigned to the restricted Role, open the target Window and Tab, and confirm the button is no longer visible.<\/p>\n\n\n\n![\"\"](\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/07\/TenthPlanet-iDempiere-GeneralRules-RoleToolBarBUttonAccess-2-1024x326.png\" "\\"\\"")
<\/figure>\n\n\n\nCommon Issues and Resolutions<\/strong><\/h2>\n\n\n\nIssue<\/strong><\/td>Cause<\/strong><\/td>Resolution<\/strong><\/td><\/tr><\/thead>Button still visible after saving rule<\/td> Exclude checkbox left unchecked<\/td> Edit the record and enable Exclude<\/td><\/tr> Rule not applied to any organization<\/td> Wrong Organization selected instead of wildcard<\/td> Set Organization to * for tenant-wide effect<\/td><\/tr> Restriction affects wrong window<\/td> Incorrect Window or Tab selected<\/td> Verify Tab matches the exact window tab in use<\/td><\/tr> Rule works for one store but not another<\/td> Organization set to a single store only<\/td> Add a separate record per organization, or use wildcard<\/td><\/tr> Button missing for all roles unexpectedly<\/td> Rule created against a shared or default Role<\/td> Scope the rule to the specific Role only<\/td><\/tr> Changes not visible to users<\/td> User session not refreshed<\/td> Ask users to log out and log back in<\/td><\/tr> Cannot find ToolBar Button in dropdown<\/td> Button not available for selected Action or Window<\/td> Confirm Action is set to Window before selecting the button<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nNext Steps<\/strong><\/h2>\n\n\n\n\n- Review Role window for broader permission settings.<\/li>\n\n\n\n
- Configure Window Access to control full window visibility.<\/li>\n\n\n\n
- Test toolbar behavior across all affected retail store organizations.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
Role Toolbar Button Access controls which toolbar buttons appear for a Role on a specific Window and Tab in iDempiere. […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[91,10],"tags":[],"class_list":["post-22089","post","type-post","status-publish","format-standard","hentry","category-idempiere-general-rules","category-idempiere-product"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/22089","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=22089"}],"version-history":[{"count":6,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/22089\/revisions"}],"predecessor-version":[{"id":22106,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/22089\/revisions\/22106"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=22089"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=22089"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=22089"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
Prerequisites<\/strong><\/h2>\n\n\n\n\n- Role configured in the Role window.<\/li>\n\n\n\n
- Window and Tab already defined in the Application Dictionary.<\/li>\n\n\n\n
- User assigned to the Role being restricted.<\/li>\n\n\n\n
- Organization configured, or wildcard (*) confirmed for tenant-wide rules.<\/li>\n<\/ul>\n\n\n\n
Navigation<\/strong><\/h2>\n\n\n\nMenu \u2192 General Rules \u2192 Security \u2192 Role Toolbar Button Access<\/p>\n\n\n\n
Configuration Steps<\/strong><\/h2>\n\n\n\nStep 1: Select the Role to Restrict<\/strong><\/h3>\n\n\n\nOpen Role Toolbar Button Access, click New, and select the Role from the list. Keep Active checked so the rule applies immediately.<\/p>\n\n\n\n<\/figure>\n\n\n\nStep 2: Set the Organization Scope<\/strong><\/h3>\n\n\n\nChoose a specific Organization for a single store, or leave the wildcard (*) to apply the rule tenant-wide.<\/p>\n\n\n\n
Step 3: Choose the Action Type and Target Window<\/strong><\/h3>\n\n\n\nSet Action to Window, then select the target Window and its corresponding Tab, for example Sales Invoice and Credit\/Debit Note.<\/p>\n\n\n\n
Field Reference Table<\/strong><\/h3>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Action<\/td> Window<\/td> Type of dictionary entry the rule targets<\/td><\/tr> Window<\/td> Sales Invoice and Credit\/Debit Note<\/td> Window where the button is restricted<\/td><\/tr> Tab<\/td> Invoice_Sales Invoice and Credit\/Debit Note<\/td> Specific tab within the window<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 4: Select the ToolBar Button to Restrict<\/strong><\/h3>\n\n\n\nFrom the ToolBar Button dropdown, pick the button to control, for example Report – Attach.<\/p>\n\n\n\n
Step 5: Enable Exclude to Hide the Button<\/strong><\/h3>\n\n\n\nCheck Exclude, then Save. Without this flag checked, the record has no restrictive effect.<\/p>\n\n\n\n
Field Reference Table<\/strong><\/h3>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Role<\/td> POTS Admin<\/td> Role the restriction applies to<\/td><\/tr> ToolBar Button<\/td> Report – Attach<\/td> Button being restricted<\/td><\/tr> Exclude<\/td> Checked<\/td> Hides the button when checked<\/td><\/tr> Active<\/td> Checked<\/td> Enables the rule for use<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 6: Verify by Logging in as the Restricted Role<\/strong><\/h3>\n\n\n\nLog in with a user assigned to the restricted Role, open the target Window and Tab, and confirm the button is no longer visible.<\/p>\n\n\n\n<\/figure>\n\n\n\nCommon Issues and Resolutions<\/strong><\/h2>\n\n\n\nIssue<\/strong><\/td>Cause<\/strong><\/td>Resolution<\/strong><\/td><\/tr><\/thead>Button still visible after saving rule<\/td> Exclude checkbox left unchecked<\/td> Edit the record and enable Exclude<\/td><\/tr> Rule not applied to any organization<\/td> Wrong Organization selected instead of wildcard<\/td> Set Organization to * for tenant-wide effect<\/td><\/tr> Restriction affects wrong window<\/td> Incorrect Window or Tab selected<\/td> Verify Tab matches the exact window tab in use<\/td><\/tr> Rule works for one store but not another<\/td> Organization set to a single store only<\/td> Add a separate record per organization, or use wildcard<\/td><\/tr> Button missing for all roles unexpectedly<\/td> Rule created against a shared or default Role<\/td> Scope the rule to the specific Role only<\/td><\/tr> Changes not visible to users<\/td> User session not refreshed<\/td> Ask users to log out and log back in<\/td><\/tr> Cannot find ToolBar Button in dropdown<\/td> Button not available for selected Action or Window<\/td> Confirm Action is set to Window before selecting the button<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nNext Steps<\/strong><\/h2>\n\n\n\n\n- Review Role window for broader permission settings.<\/li>\n\n\n\n
- Configure Window Access to control full window visibility.<\/li>\n\n\n\n
- Test toolbar behavior across all affected retail store organizations.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
Role Toolbar Button Access controls which toolbar buttons appear for a Role on a specific Window and Tab in iDempiere. […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[91,10],"tags":[],"class_list":["post-22089","post","type-post","status-publish","format-standard","hentry","category-idempiere-general-rules","category-idempiere-product"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/22089","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=22089"}],"version-history":[{"count":6,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/22089\/revisions"}],"predecessor-version":[{"id":22106,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/22089\/revisions\/22106"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=22089"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=22089"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=22089"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
Navigation<\/strong><\/h2>\n\n\n\nMenu \u2192 General Rules \u2192 Security \u2192 Role Toolbar Button Access<\/p>\n\n\n\n
Configuration Steps<\/strong><\/h2>\n\n\n\nStep 1: Select the Role to Restrict<\/strong><\/h3>\n\n\n\nOpen Role Toolbar Button Access, click New, and select the Role from the list. Keep Active checked so the rule applies immediately.<\/p>\n\n\n\n<\/figure>\n\n\n\nStep 2: Set the Organization Scope<\/strong><\/h3>\n\n\n\nChoose a specific Organization for a single store, or leave the wildcard (*) to apply the rule tenant-wide.<\/p>\n\n\n\n
Step 3: Choose the Action Type and Target Window<\/strong><\/h3>\n\n\n\nSet Action to Window, then select the target Window and its corresponding Tab, for example Sales Invoice and Credit\/Debit Note.<\/p>\n\n\n\n
Field Reference Table<\/strong><\/h3>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Action<\/td> Window<\/td> Type of dictionary entry the rule targets<\/td><\/tr> Window<\/td> Sales Invoice and Credit\/Debit Note<\/td> Window where the button is restricted<\/td><\/tr> Tab<\/td> Invoice_Sales Invoice and Credit\/Debit Note<\/td> Specific tab within the window<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 4: Select the ToolBar Button to Restrict<\/strong><\/h3>\n\n\n\nFrom the ToolBar Button dropdown, pick the button to control, for example Report – Attach.<\/p>\n\n\n\n
Step 5: Enable Exclude to Hide the Button<\/strong><\/h3>\n\n\n\nCheck Exclude, then Save. Without this flag checked, the record has no restrictive effect.<\/p>\n\n\n\n
Field Reference Table<\/strong><\/h3>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Role<\/td> POTS Admin<\/td> Role the restriction applies to<\/td><\/tr> ToolBar Button<\/td> Report – Attach<\/td> Button being restricted<\/td><\/tr> Exclude<\/td> Checked<\/td> Hides the button when checked<\/td><\/tr> Active<\/td> Checked<\/td> Enables the rule for use<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 6: Verify by Logging in as the Restricted Role<\/strong><\/h3>\n\n\n\nLog in with a user assigned to the restricted Role, open the target Window and Tab, and confirm the button is no longer visible.<\/p>\n\n\n\n<\/figure>\n\n\n\nCommon Issues and Resolutions<\/strong><\/h2>\n\n\n\nIssue<\/strong><\/td>Cause<\/strong><\/td>Resolution<\/strong><\/td><\/tr><\/thead>Button still visible after saving rule<\/td> Exclude checkbox left unchecked<\/td> Edit the record and enable Exclude<\/td><\/tr> Rule not applied to any organization<\/td> Wrong Organization selected instead of wildcard<\/td> Set Organization to * for tenant-wide effect<\/td><\/tr> Restriction affects wrong window<\/td> Incorrect Window or Tab selected<\/td> Verify Tab matches the exact window tab in use<\/td><\/tr> Rule works for one store but not another<\/td> Organization set to a single store only<\/td> Add a separate record per organization, or use wildcard<\/td><\/tr> Button missing for all roles unexpectedly<\/td> Rule created against a shared or default Role<\/td> Scope the rule to the specific Role only<\/td><\/tr> Changes not visible to users<\/td> User session not refreshed<\/td> Ask users to log out and log back in<\/td><\/tr> Cannot find ToolBar Button in dropdown<\/td> Button not available for selected Action or Window<\/td> Confirm Action is set to Window before selecting the button<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nNext Steps<\/strong><\/h2>\n\n\n\n\n- Review Role window for broader permission settings.<\/li>\n\n\n\n
- Configure Window Access to control full window visibility.<\/li>\n\n\n\n
- Test toolbar behavior across all affected retail store organizations.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
Role Toolbar Button Access controls which toolbar buttons appear for a Role on a specific Window and Tab in iDempiere. […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[91,10],"tags":[],"class_list":["post-22089","post","type-post","status-publish","format-standard","hentry","category-idempiere-general-rules","category-idempiere-product"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/22089","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=22089"}],"version-history":[{"count":6,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/22089\/revisions"}],"predecessor-version":[{"id":22106,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/22089\/revisions\/22106"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=22089"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=22089"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=22089"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
Step 1: Select the Role to Restrict<\/strong><\/h3>\n\n\n\nOpen Role Toolbar Button Access, click New, and select the Role from the list. Keep Active checked so the rule applies immediately.<\/p>\n\n\n\n<\/figure>\n\n\n\nStep 2: Set the Organization Scope<\/strong><\/h3>\n\n\n\nChoose a specific Organization for a single store, or leave the wildcard (*) to apply the rule tenant-wide.<\/p>\n\n\n\n
Step 3: Choose the Action Type and Target Window<\/strong><\/h3>\n\n\n\nSet Action to Window, then select the target Window and its corresponding Tab, for example Sales Invoice and Credit\/Debit Note.<\/p>\n\n\n\n
Field Reference Table<\/strong><\/h3>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Action<\/td> Window<\/td> Type of dictionary entry the rule targets<\/td><\/tr> Window<\/td> Sales Invoice and Credit\/Debit Note<\/td> Window where the button is restricted<\/td><\/tr> Tab<\/td> Invoice_Sales Invoice and Credit\/Debit Note<\/td> Specific tab within the window<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 4: Select the ToolBar Button to Restrict<\/strong><\/h3>\n\n\n\nFrom the ToolBar Button dropdown, pick the button to control, for example Report – Attach.<\/p>\n\n\n\n
Step 5: Enable Exclude to Hide the Button<\/strong><\/h3>\n\n\n\nCheck Exclude, then Save. Without this flag checked, the record has no restrictive effect.<\/p>\n\n\n\n
Field Reference Table<\/strong><\/h3>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Role<\/td> POTS Admin<\/td> Role the restriction applies to<\/td><\/tr> ToolBar Button<\/td> Report – Attach<\/td> Button being restricted<\/td><\/tr> Exclude<\/td> Checked<\/td> Hides the button when checked<\/td><\/tr> Active<\/td> Checked<\/td> Enables the rule for use<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 6: Verify by Logging in as the Restricted Role<\/strong><\/h3>\n\n\n\nLog in with a user assigned to the restricted Role, open the target Window and Tab, and confirm the button is no longer visible.<\/p>\n\n\n\n<\/figure>\n\n\n\nCommon Issues and Resolutions<\/strong><\/h2>\n\n\n\nIssue<\/strong><\/td>Cause<\/strong><\/td>Resolution<\/strong><\/td><\/tr><\/thead>Button still visible after saving rule<\/td> Exclude checkbox left unchecked<\/td> Edit the record and enable Exclude<\/td><\/tr> Rule not applied to any organization<\/td> Wrong Organization selected instead of wildcard<\/td> Set Organization to * for tenant-wide effect<\/td><\/tr> Restriction affects wrong window<\/td> Incorrect Window or Tab selected<\/td> Verify Tab matches the exact window tab in use<\/td><\/tr> Rule works for one store but not another<\/td> Organization set to a single store only<\/td> Add a separate record per organization, or use wildcard<\/td><\/tr> Button missing for all roles unexpectedly<\/td> Rule created against a shared or default Role<\/td> Scope the rule to the specific Role only<\/td><\/tr> Changes not visible to users<\/td> User session not refreshed<\/td> Ask users to log out and log back in<\/td><\/tr> Cannot find ToolBar Button in dropdown<\/td> Button not available for selected Action or Window<\/td> Confirm Action is set to Window before selecting the button<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nNext Steps<\/strong><\/h2>\n\n\n\n\n- Review Role window for broader permission settings.<\/li>\n\n\n\n
- Configure Window Access to control full window visibility.<\/li>\n\n\n\n
- Test toolbar behavior across all affected retail store organizations.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
Role Toolbar Button Access controls which toolbar buttons appear for a Role on a specific Window and Tab in iDempiere. […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[91,10],"tags":[],"class_list":["post-22089","post","type-post","status-publish","format-standard","hentry","category-idempiere-general-rules","category-idempiere-product"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/22089","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=22089"}],"version-history":[{"count":6,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/22089\/revisions"}],"predecessor-version":[{"id":22106,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/22089\/revisions\/22106"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=22089"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=22089"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=22089"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
<\/figure>\n\n\n\nStep 2: Set the Organization Scope<\/strong><\/h3>\n\n\n\nChoose a specific Organization for a single store, or leave the wildcard (*) to apply the rule tenant-wide.<\/p>\n\n\n\n
Step 3: Choose the Action Type and Target Window<\/strong><\/h3>\n\n\n\nSet Action to Window, then select the target Window and its corresponding Tab, for example Sales Invoice and Credit\/Debit Note.<\/p>\n\n\n\n
Field Reference Table<\/strong><\/h3>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Action<\/td> Window<\/td> Type of dictionary entry the rule targets<\/td><\/tr> Window<\/td> Sales Invoice and Credit\/Debit Note<\/td> Window where the button is restricted<\/td><\/tr> Tab<\/td> Invoice_Sales Invoice and Credit\/Debit Note<\/td> Specific tab within the window<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 4: Select the ToolBar Button to Restrict<\/strong><\/h3>\n\n\n\nFrom the ToolBar Button dropdown, pick the button to control, for example Report – Attach.<\/p>\n\n\n\n
Step 5: Enable Exclude to Hide the Button<\/strong><\/h3>\n\n\n\nCheck Exclude, then Save. Without this flag checked, the record has no restrictive effect.<\/p>\n\n\n\n
Field Reference Table<\/strong><\/h3>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Role<\/td> POTS Admin<\/td> Role the restriction applies to<\/td><\/tr> ToolBar Button<\/td> Report – Attach<\/td> Button being restricted<\/td><\/tr> Exclude<\/td> Checked<\/td> Hides the button when checked<\/td><\/tr> Active<\/td> Checked<\/td> Enables the rule for use<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 6: Verify by Logging in as the Restricted Role<\/strong><\/h3>\n\n\n\nLog in with a user assigned to the restricted Role, open the target Window and Tab, and confirm the button is no longer visible.<\/p>\n\n\n\n<\/figure>\n\n\n\nCommon Issues and Resolutions<\/strong><\/h2>\n\n\n\nIssue<\/strong><\/td>Cause<\/strong><\/td>Resolution<\/strong><\/td><\/tr><\/thead>Button still visible after saving rule<\/td> Exclude checkbox left unchecked<\/td> Edit the record and enable Exclude<\/td><\/tr> Rule not applied to any organization<\/td> Wrong Organization selected instead of wildcard<\/td> Set Organization to * for tenant-wide effect<\/td><\/tr> Restriction affects wrong window<\/td> Incorrect Window or Tab selected<\/td> Verify Tab matches the exact window tab in use<\/td><\/tr> Rule works for one store but not another<\/td> Organization set to a single store only<\/td> Add a separate record per organization, or use wildcard<\/td><\/tr> Button missing for all roles unexpectedly<\/td> Rule created against a shared or default Role<\/td> Scope the rule to the specific Role only<\/td><\/tr> Changes not visible to users<\/td> User session not refreshed<\/td> Ask users to log out and log back in<\/td><\/tr> Cannot find ToolBar Button in dropdown<\/td> Button not available for selected Action or Window<\/td> Confirm Action is set to Window before selecting the button<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nNext Steps<\/strong><\/h2>\n\n\n\n\n- Review Role window for broader permission settings.<\/li>\n\n\n\n
- Configure Window Access to control full window visibility.<\/li>\n\n\n\n
- Test toolbar behavior across all affected retail store organizations.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
Role Toolbar Button Access controls which toolbar buttons appear for a Role on a specific Window and Tab in iDempiere. […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[91,10],"tags":[],"class_list":["post-22089","post","type-post","status-publish","format-standard","hentry","category-idempiere-general-rules","category-idempiere-product"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/22089","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=22089"}],"version-history":[{"count":6,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/22089\/revisions"}],"predecessor-version":[{"id":22106,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/22089\/revisions\/22106"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=22089"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=22089"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=22089"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
Set Action to Window, then select the target Window and its corresponding Tab, for example Sales Invoice and Credit\/Debit Note.<\/p>\n\n\n\n
Field Reference Table<\/strong><\/h3>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Action<\/td> Window<\/td> Type of dictionary entry the rule targets<\/td><\/tr> Window<\/td> Sales Invoice and Credit\/Debit Note<\/td> Window where the button is restricted<\/td><\/tr> Tab<\/td> Invoice_Sales Invoice and Credit\/Debit Note<\/td> Specific tab within the window<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 4: Select the ToolBar Button to Restrict<\/strong><\/h3>\n\n\n\nFrom the ToolBar Button dropdown, pick the button to control, for example Report – Attach.<\/p>\n\n\n\n
Step 5: Enable Exclude to Hide the Button<\/strong><\/h3>\n\n\n\nCheck Exclude, then Save. Without this flag checked, the record has no restrictive effect.<\/p>\n\n\n\n
Field Reference Table<\/strong><\/h3>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Role<\/td> POTS Admin<\/td> Role the restriction applies to<\/td><\/tr> ToolBar Button<\/td> Report – Attach<\/td> Button being restricted<\/td><\/tr> Exclude<\/td> Checked<\/td> Hides the button when checked<\/td><\/tr> Active<\/td> Checked<\/td> Enables the rule for use<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 6: Verify by Logging in as the Restricted Role<\/strong><\/h3>\n\n\n\nLog in with a user assigned to the restricted Role, open the target Window and Tab, and confirm the button is no longer visible.<\/p>\n\n\n\n<\/figure>\n\n\n\nCommon Issues and Resolutions<\/strong><\/h2>\n\n\n\nIssue<\/strong><\/td>Cause<\/strong><\/td>Resolution<\/strong><\/td><\/tr><\/thead>Button still visible after saving rule<\/td> Exclude checkbox left unchecked<\/td> Edit the record and enable Exclude<\/td><\/tr> Rule not applied to any organization<\/td> Wrong Organization selected instead of wildcard<\/td> Set Organization to * for tenant-wide effect<\/td><\/tr> Restriction affects wrong window<\/td> Incorrect Window or Tab selected<\/td> Verify Tab matches the exact window tab in use<\/td><\/tr> Rule works for one store but not another<\/td> Organization set to a single store only<\/td> Add a separate record per organization, or use wildcard<\/td><\/tr> Button missing for all roles unexpectedly<\/td> Rule created against a shared or default Role<\/td> Scope the rule to the specific Role only<\/td><\/tr> Changes not visible to users<\/td> User session not refreshed<\/td> Ask users to log out and log back in<\/td><\/tr> Cannot find ToolBar Button in dropdown<\/td> Button not available for selected Action or Window<\/td> Confirm Action is set to Window before selecting the button<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nNext Steps<\/strong><\/h2>\n\n\n\n\n- Review Role window for broader permission settings.<\/li>\n\n\n\n
- Configure Window Access to control full window visibility.<\/li>\n\n\n\n
- Test toolbar behavior across all affected retail store organizations.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
Role Toolbar Button Access controls which toolbar buttons appear for a Role on a specific Window and Tab in iDempiere. […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[91,10],"tags":[],"class_list":["post-22089","post","type-post","status-publish","format-standard","hentry","category-idempiere-general-rules","category-idempiere-product"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/22089","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=22089"}],"version-history":[{"count":6,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/22089\/revisions"}],"predecessor-version":[{"id":22106,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/22089\/revisions\/22106"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=22089"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=22089"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=22089"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
Field<\/strong><\/td>| Sample Value<\/strong><\/td> | Description<\/strong><\/td><\/tr><\/thead> | Action<\/td> | Window<\/td> | Type of dictionary entry the rule targets<\/td><\/tr> | Window<\/td> | Sales Invoice and Credit\/Debit Note<\/td> | Window where the button is restricted<\/td><\/tr> | Tab<\/td> | Invoice_Sales Invoice and Credit\/Debit Note<\/td> | Specific tab within the window<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n | Step 4: Select the ToolBar Button to Restrict<\/strong><\/h3>\n\n\n\nCheck Exclude, then Save. Without this flag checked, the record has no restrictive effect.<\/p>\n\n\n\n Field Reference Table<\/strong><\/h3>\n\n\n\n
|