Page Comparison

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1. Go to the Admin > User Management > Permission Sets grid.
2. Open a desired Permission Set by double-clicking on the record in the grid, or selecting it and clicking on the  button in the Grid Header.
3. Go to the appropriate tab on the Manage Permissions Set form.
   1. If restricting a Grid's button, go to the "Grid" tab. 
   2. If restricting a Form's button, go to the "Form Elements" tab.
4. This is the part where the actual permission changes occur:
   1. For Grids, PCR-360 already displays all available buttons, so finding find the desired button , and clicking click on the the button in the form. The User can use the Manage Grid Permissions form to update the desired Permission for the button.
   2. It can be a little more complicated for For Forms, as Form Elements are not populated by default as there they are for the more complex Grids. The User must click the the button in the form and manually set the Form, Element, and Permission associated with the desired button.
      • PCR Form Element button names are not readily available for our customers; if you want details for a specific button, please contact PCR's Help Desk.
5. Once the Permission change has been saved, Users with that Permission Set will see an applicable change based on the Permission Sets their Roles are assigned to.

Common Form Button Element Names

Example

Restricting a Grid Button

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