Summary
Permission Builders provide a quick and easy way to define who has what level of access to the specific elements of Grids, maintenance forms, and tabs.
Grid Usage
Navigate to the Grid for which Permissions specification is desired. In the lower left-hand corner of the Grid, click the yellow lock.
Note: The lock only shows up for Users whose role has been toggled as Admin.
On the 'Add New Grid Permissions' form, choose the Permission Set desired. This Permission set is the default for the next element selected (but can be changed at any time). The Grid and Scenario values are auto filled in, and the User will need to choose which Grid Element desired and set the Permissions drop-down.
For Grid Permissions:
- Read & Write - The button is clickable.
- Deny - The button cannot be clicked.
Once this is done click the Save New button .
Form Usage
Navigate to the Form desired to specify permissions for. Click the Options menu and choose Permission Builders (Note: This entry only shows up for Admin Users).
A small black lock image appears next to every form, tab, and button on the form. To change the permissions for a specific element, click the lock next to that element (for example the Requester field or the Contacts tab). On the Add New Form Element Permissions form, choose the Permission Set desired. This Permission set is the default for the next element chosen (and can be changed at any time). The Form and Element values are auto-populated, and the User will need to set the Permissions drop-down.
For field Permissions:
- Read - The field, its label, and its data show up but the data is read-only.
- Read & Write - The data shows up and is changeable by the User.
- Deny - The field and its label show up but no data is visible (or changeable).
Once this is done, click the Save New button .
Click Options > Permissions Builders again to exit from Builder mode.