Creating or Updating a Role: Permissions
Purpose
- To explain the functionality Permissions Tab located within a Role.
- This is 1 of 4 articles on creating or updating Roles. To learn more, see the Related Articles.
IMPORTANT: You will see ALL permission buckets, even those you have not purchased. Those you have not purchased will be subdued.
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.
2. You have the ability to:
- Use Bulk Actions: These allow you to select all permissions or unselect all permissions in the bucket.
- Select a Group: Groups are set by Product Managers and are a quick way to award permissions.
3. The permissions are listed, and depending on the permission, will have a:
- Allow: This allows the user to perform that specific permission.
- Read: User can read the List or Items generally associated with that permission.
- Update: The User can update the List or Items generally associated with that permission.
- Create: User can create the List or Items generally associated with that permission.
- Delete: User can delete the List or Items generally associated with that permission.
4. By hovering overtop the Info Icon, you can view the description of the permission. When done setting permissions, you can click Save.
Related Articles
Creating or Updating a Role: Permissions
Purpose To explain the functionality Permissions Tab located within a Role. This is 1 of 4 articles on creating or updating Roles. To learn more, see the Related Articles. IMPORTANT: You will see ALL permission buckets, even those you have not ...Creating or Updating a Role: Permissions
Purpose To explain the functionality Permissions Tab located within a Role. This is 1 of 4 articles on creating or updating Roles. To learn more, see the Related Articles. IMPORTANT: You will see ALL permission buckets, even those you have not ...Creating or Updating a Role: Permissions
Purpose To explain the functionality Permissions Tab located within a Role. This is 1 of 4 articles on creating or updating Roles. To learn more, see the Related Articles. IMPORTANT: You will see ALL permission buckets, even those you have not ...Creating or Updating a Role: Permissions
Purpose To explain the functionality Permissions Tab located within a Role. This is 1 of 4 articles on creating or updating Roles. To learn more, see the Related Articles. IMPORTANT: You will see ALL permission buckets, even those you have not ...Creating or Updating a Role: Permissions
Purpose To explain the functionality Permissions Tab located within a Role. This is 1 of 4 articles on creating or updating Roles. To learn more, see the Related Articles. IMPORTANT: You will see ALL permission buckets, even those you have not ...