User Management - Permission Sets

Overview

As a user with system configuration privileges, you can manage permission sets, including their roles and access permissions.

Adding a New Permission Set

To add a new permission set:

1. Log in as a user with system configuration privileges and go to the Permission Sets Management page under User Management.
2. Click the "Add Permission Set" button.
3. Enter a role name.
4. Select the status as "Active" or "Inactive".
5. Click the "Save" button.
6. The new permission set will be created.
7. A confirmation message will indicate the set has been added.
8. The new permission set will appear in the list of permission sets.

Editing an Existing Permission Set

To edit an existing permission set:

1. Log in as a user with system configuration privileges and go to the Permission Sets Management page under User Management.
2. Select the set from the list that you wish to edit.
3. Click the "Edit" button.
4. Update the role name.
5. Update the status to "Active" or "Inactive".
6. Click the "Save" button.
7. The permission set will be updated.
8. A confirmation message will indicate the set has been updated.

Deleting a Permission Set

To delete a permission set:

1. Log in as a user with system configuration privileges and go to the Permission Sets Management page under User Management.
2. Select the set from the list that you wish to delete.
3. Click the "Delete" button.
4. A confirmation prompt will ask if you are sure you want to delete the permission set.
5. Confirm the deletion.
6. The permission set will be removed from the list.
7. A confirmation message will indicate the set has been deleted.

Viewing Details of a Permission Set

To view details of a permission set:

1. Log in as a user with system configuration privileges and go to the Permission Sets Management page under User Management.
2. Select a permission set from the list.
3. You will see the full details of the selected set, including its role name and status.

Canceling Adding a New Permission Set

To cancel adding a new permission set:

1. Log in as a user with system configuration privileges and go to the Permission Sets Management page under User Management.
2. Click the "Add Permission Set" button.
3. Enter details for the role name and select the status.
4. Click the "Cancel" button.
5. The permission set will not be created.
6. You will be redirected back to the Permission Sets Management page without changes.

Canceling Editing a Permission Set

To cancel editing a permission set:

1. Log in as a user with system configuration privileges and go to the Permission Sets Management page under User Management.
2. Select the set from the list that you wish to edit.
3. Click the "Edit" button.
4. Make changes to the role name and status.
5. Click the "Cancel" button.
6. The changes will not be saved.
7. The permission set will remain unchanged.

Searching for a Permission Set by Role Name

To search for a permission set by role name:

1. Log in as a user with system configuration privileges and go to the Permission Sets Management page under User Management.
2. Enter a search term in the search bar.
3. A list of permission sets that match the search term will be displayed.

Configuring Permissions for a Permission Set

To configure permissions for a permission set:

1. Log in as a user with system configuration privileges and go to the Permission Sets Management page under User Management.
2. Select a permission set from the list.
3. Click the "Configure Permissions" button for that set.
4. You will see a permission board with options to set permissions for modules, menus, windows, and dashboards.
5. Each option will have checkboxes for Create, Read, Update, and Delete operations.
6. Select/deselect all checkboxes as desired.
7. Click the "Save Changes" button.
8. The permissions for the permission set will be updated.
9. A confirmation message will indicate the permissions have been updated.