Permissions Overview
Updated
by
Steven Garand
Permissions allow setting restrictions to system features. Restrictions are organized into groups and a user is assigned to one of these groups.
A list of all users assigned to a particular group can be viewed.
A permission group has a list of system functions (Types) which allow user access of that type to 1.) all, 2.) some, or 3.) none.
A Type of 'some' can be further broken down to allow the user to 1.) View, 2.) Edit, 3.) Add, 4.) Delete, or access a list of values (Filter).
Actions
- Add new permission group**
- Rename permission group**
- Edit permission group
- View all users assigned to permission group
- Delete permission group*
* Delete not allowed if any users assigned to permission group.
** Adding or renaming to 'Form Only' or 'Support User' not allowed. Adding or renaming to an existing name not allowed.
