Table of Contents

Layout Permissions and Dependencies in ERP.net Web Client

This document explains who can edit layouts in the ERP.net Web Client and what layout customization depends on.

1. Who Can Customize Layouts

Layout customization is restricted by permissions and roles.

Global Layout Manager

  • A functional permission that grants full layout customization rights.
  • Users in this group can customize menus, views, panels, and forms.
  • Configured at: Setup → Security → System Security Permissions → Layout → Global Layout Manager
  • If no groups are listed, all users can edit layouts.

📄 Source: Access to Views – ERP.net Docs


Role with Is Layout Admin Flag

  • If the user is not a Global Layout Manager, but their role has Is Layout Admin enabled, they have advanced layout customization rights.
  • Useful for allowing layout editing without full system privileges.
  • Unable to access customization of a Single-record form

Users Without Layout Rights

  • Cannot save layout changes.
  • Can only view the UI as configured for their role.
User Status Customize Menus Customize Forms/Panels Customize Single-record Forms
Global Layout Manager ✅ Full access
Role with Is Layout Admin ❌ Not allowed
No layout permissions ❌ Not allowed

2. What Layout Customization Depends On

Layout editing depends on two main factors:

1) Security Permissions

Layout changes require at least one of the following:

  • Belong to Global Layout Manager
  • Have a role with Is Layout Admin enabled
  • Permissions are managed under: Setup → Security → System Security Permissions → Layout

📄 Source: ERP.net Docs – Access to Views


2) Role-Based Views

  • Layouts in the web client are role-based, not user-based.
  • A layout change applies to all users assigned to the same role.
  • Users without layout rights cannot save customizations.

📄 Source: Role-Based Views – ERP.net Support


3. What users with permissions can customize

Authorized users can modify:

  • Main menus
  • Panels and Forms
  • Views (collection of panels)
  • Navigators (rows and columns)
  • Object Detail Views

📄 Source: ERP.net Docs – UI Customization


4. Behavior of Layout Changes

Saving Layouts

  • "Save Layout" button appears only if the user has layout permissions.
  • Temporary customizations may be possible during a session but are not persisted.

Personal vs. Role Layouts

  • Web Client does not use per-user saved layouts.
  • Layouts are tied to roles, not individuals.
  • Users in the same role share the same layout.

📄 Source: ERP.net Support – Role Views