LongJump Support Wiki

Difference between revisions of "Available Permissions"

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imported>Aeric
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imported>Aeric
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:'''Note:''' ''Before changing permission rights in a role, see these articles for information about how roles affect data access in the platform''
{{Note|Before changing permission in a role, see these articles for information about how roles affect data access in the platform.
:*[[Roles]]
:*[[Data Access Permissions]] }}


::*[[Roles]]
'''To edit permissions:'''
::*[[Role Based Access Permissions]]  
#Click '''Designer > Roles > {role}'''
#Click the '''[Edit]''' button
#Specify the settings for this role


To edit individual permissions:
====Record Access Permissions====
#Click '''Settings > Administration > Roles > {role}'''
Specify record create and delete permissions for selected objects.
#Click the [Edit] button
#Click the '''Globally Manage Permissions''' tab
#Click the Yes radio button for each permission you want to specify individually
#Click the '''Individually Manage Permissions''' tab and set the permissions as needed


;Individual Access Example
====Access to Records Owned by Others Within the Team====
The options available in this page are determined by the Role of the User. The images shown here are for example only, and indicate typical access permission controls.
{{:Access to Records Owned by Others Within the Team}}
 
===Access Permission to Records Owned by Others Within the Team===
Define permission rights to Update, Delete or View Records owned by Team Members.
:[[Image:Roles-access-indiv1.gif|none|thumb]]
 
===Record Access Permissions===
Define permission rights to Create or Delete Records in Objects.
:[[Image:Roles-access-indiv2.gif|none|thumb]]
 
===Web Tabs===
Define permission rights to View Web Tabs.
:[[Image:Roles-access-indiv3.gif|none|thumb]]
 
===Administrative Permissions===
{{:Administrative Permissions}}

Latest revision as of 21:02, 16 October 2012

Notepad.png

Note: Before changing permission in a role, see these articles for information about how roles affect data access in the platform.

To edit permissions:

  1. Click Designer > Roles > {role}
  2. Click the [Edit] button
  3. Specify the settings for this role

Record Access Permissions

Specify record create and delete permissions for selected objects.

Access to Records Owned by Others Within the Team

Specify update, delete, and view permissions for selected objects. (These permissions apply to records owned by a different member of the team.)

Considerations
Role Update Delete View
Manager Yes Yes Yes
  • For Activities (Tasks and Appointments), users with this permission can also reassign Tasks to a new owner.
Learn more: Assign Task Owner
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