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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 Edit Selected 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 Edit Selected button in the form. The User can use the Manage Grid Permissions form to update the desired Permission for the button.
    2. For Forms, Form Elements are not populated by default as they are for the more complex Grids. The User must click the button in the form and manually set the Form, Element, and Permission associated with the desired button.
      • PCR Form Element button names for Buttons are to not readily available for our Customers, customers; if you would like to know want details for a specific button, please reach out to 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

ButtonElement Name

Save Button exampleImage Added

save

Save New Button exampleImage Added

saveNew

Save and Close Button exampleImage Added

saveClose

Delete Button exampleImage Added

delete

Next Button exampleImage Added

next

Previous Button exampleImage Added

previous

Example

Restricting a Grid Button

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