Settings that Affect Design Mode
Two types of settings affect the operation of design mode:
• Security settings
• System and user settings
Security Settings
To use design mode, you must be assigned permission to the Customization activity at either the user, role, or general level. If none of these three activities is linked to any of your roles, the Design Mode option is not available in the Tools menu.
For more information on setting up role permissions, see
QAD Security and Controls User Guide.
The specific customization activities you have access to determine how you can save your screen customizations. For example, if you have access to all three activities, then you can choose to save your changes at the user, role, or general level. If you have access to user level customization only, then you must save your customizations for yourself.
When customizations are saved at the role level, the system uses the default role assigned in Role Permissions Maintain. This is required since each user can have multiple roles active.
When a user accesses a function with multiple customizations, the system applies the most specific customization in the order:
• User customizations
• Customizations for the user’s role
• General customizations
If customizations exist for a function on multiple levels, the system does not merge the customizations. It applies the most specific one it finds.
System and User Settings
Checking for the existence of a screen customization before displaying each screen requires additional system resources and processing time. If you are not using customizations or some users are not using them, this check can be disabled using a setting that can be defined at both the system and user level.
• A system administrator can clear the User Interface Customization setting in Change System Settings (36.24.5.1) to prevent the system from ever looking for existing UI customizations. Users can still use design mode—if design mode activities are linked to their roles, but customized screens are not displayed.
• If User Interface Customization is enabled at the system level, each user can clear the User Interface Customization setting in Change User Settings (36.24.5.2) to disable the check for existing UI customizations for themselves. The user can still use design mode—if design mode activities are linked to their role, but customized screens are not displayed.
Note: If customization is disabled at the system level, individual users cannot enable it.