Permissions

Reference: list, read-only

This list displays either all available users or user groups currently in Accentis Enterprise, based on the user/group option selected below the list. As you click on each of these items, their details will be displayed to the right of the list.

When you are ready to modify a record, ensure that you have selected it in the list before clicking on the Edit button.

Users that have permissions assigned to them individually will appear in the list in red for easy recognition.

Reference: Yes/no

This set of options effects the display of the user / group list above it. When either the Users or the Groups option is selected, a single level list is displayed showing either all available users or user groups. When the Users & groups option is selected, the list displays a two-level list. The first level shows all user groups available, while the second level shows all users available as part of their appropriate user groups.

Reference: list, read-only

This list shows a two-level representation of the functions and function groups available in Accentis Enterprise. Modifying permissions can be achieved by either:

• Selecting a function from the second level of the list and setting permissions for it
• Selecting a function group from the first level of the list and setting permissions for it

If permissions are set for a function group, then the permissions will affect ALL functions within that function group.

As you select an item from the list by clicking on it, the permissions for that function or function group are displayed in the Permissions box at the bottom.

Any functions that have permissions assigned to them for the currently selected user or user group will appear in the list in bold green for easy recognition. Any function groups that have functions will also appear in bold green.

Reference: Yes/no

This section allows a combination of access rights to be selected. Five types of permissions are available as follows:

• Administrator: Special privileges apply. This automatically encompasses all the other permissions
• Read: Records can be viewed
• Add: Records can be added. This also implies Read access
• Edit: Records can be modified. This also implies Read access
• Delete: Records can be deleted. This also implies Read access

Three columns of permissions:

• Function: This relates to accessing and using the form.
• Memos / Tasks: This relates to reading, adding etc, any memos or tasks attached to that form
• Documents: This relates to reading, adding etc, any documents attached to that form

Changing a permission check box while a function group is selected will change the permissions for each of the functions within that function group.

Icons displayed in the Permissions section:

	Active for the Group	Signifies that permission has been granted at the Group level for that function and permission type (Read, Add, etc) i.e. all users within that user group will have that same specific permission.
	Active for the User	Signifies that permission has been granted to the User specifically for that function and permission type (Read, Add, etc). This icon will not be present when viewing permissions for the User group, as opposed to individual user.
	Partial permissions to a Function group	Signifies that the user (or user group) has permission on some of functions within the viewed function group. For example, viewing the Accounts receivable Function group. This icon will display (inside the Accounts receivable group) if they have that permission type for Sales orders, but not for Sales invoices. i.e. partial permission for that entire Accounts receivable group. Opening the Function group to see individual functions will display specific permissions. This icon is only relevant when viewing at a Function group level (e.g. Accounts payable, Manufacturing, etc)
	Inactive or no permissions	Signifies that the user (or group) has no permission for that function and permission type combination

The following constraints are placed on the selection of permissions:

• Selecting Add, Edit or Delete permissions will automatically cause the Read permissions to be selected
• Selecting Admin permissions will automatically cause Read, Add, Edit and Delete permissions to be selected
• Deselecting Read permissions will automatically cause Add, Edit and Delete permissions to be deselected

Last edit: 23/03/21