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Comment: Published by Scroll Versions from this space and version 2021.3

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The 'GLA Permissions' tab will allow a User to limit a Contact to be associated with specific GLAs for greater administrative control. Whatever GLA Permissions are set here are the GLA(s) that the Contact will have access to via the CustomerCenter.

When a Contact is assigned to a Department OR is as a Coordinator for a Department the Contact inherits the Department's GLA Permissions.

The Contact GLA Permissions are the ones used, even for Coordinators. If no Contact Permissions are present, then the Coordinator's Departments' GLA Permissions will be used.

Add

To limit a Contact to a GLA(s) follow these steps:

  1. Click the Image RemovedAddImage Added button.
  2. This will open the 'Add New GLA Permission' form.
    Add New GLA Permission formImage RemovedAdd New GLA Permission formImage Added
  3. Select the GLA or GLAs that are desired to associate from the grid. Filters and Search can be used to sort to the GLA(s) that are desired.
  4. Click the Save and Close buttonImage Removed buttonSave and CloseImage Addedbutton.

The GLA Permissions will be added to the Contact record. Any time Users attempt to assign a GLA through the CustomerCenter for this Contact record, the GLA(s) available will be limited to the ones in this list.

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If the Contact should never be allowed to be associated with a GLA simply click thePermit None buttonImage RemovedPermit NoneImage Added button. Any previously associated GLA(s) will be removed and a message will appear in the grid that says 'No GLA entries may be used with this Contacts entry.' By default, when a new Contact is created the Permit None option is automatically added.

To remove the 'Permit None' restriction, simply select the message in the grid, and then click the Delete Selected buttonImage RemovedDelete SelectedImage Added button.

Coordinator GLA Permissions

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Inheritance

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Users can set the Permission at the Department level and the Contact will automatically inherit the GLA Permissions from the Department level. Any GLA Permissions that the Contact Coordinaror inherits from the their Department will be displayed on the 'GLA Permissions' tab by pressing the Inherited Permissions buttonImage Removed button.

View Inherited GLA Permissions dialogueImage Removed

GLA Permissions Contact Inheritance from Department Rules

Contacts become assigned to a Department on the Contact form's Customer Tab. When assigned, the Department's GLA Permissions are shared with the Contact.

Below are the rules as to how a Contact assigned to a Department inherits the GLA Permissions from that Department:

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Inherited PermissionsImage Addedbutton.

View Inherited Permissions exampleImage Added