Creating or Updating a Role: Permissions

Creating or Updating a Role: Permissions

Purpose

  1. To explain the functionality Permissions Tab located within a Role. 
  2. This is 1 of 4 articles on creating or updating Roles. To learn more, see the Related Articles. 
Warning
IMPORTANT: You will see ALL permission buckets, even those you have not purchased. Those you have not purchased will be subdued. 

Alert
Note: This new feature is expected to be released the first week of March. 

Related Articles

Video 

Directions

1. On the Permissions Tab, you can search for a particular permission, or click the Module that the permission would affect.


On the Permissions Tab, you can search for a particular permission, or click the Module that the permission would affect.



2. The permissions are listed, and depending on the permission will have a:
  1. Allow: This allows the user to perform that specific permission.
  2. Read: User can read the List or Items generally associated with that permission.
  3. Update: User can update the List or Items generally associated with that permission.
  4. Create: User can create the List or Items generally associated with that permission.
  5. Delete: User can delete the List or Items generally associated with that permission.





3. By hovering overtop the Info Icon, you can view the description of the permission.



By hovering overtop the Info Icon, you can view the description of the permission.


WarningIMPORTANT: If you are done, click the Save button. If you intend to fill in more information, switch to that tab and then click Save. Clicking Save will take you out of the Role. 

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