Permissions Administration>Permissions

Overview

Permissions. Permissions can be assigned to one of two entities - users or groups. Permissions are additive, meaning a user has permissions assigned directly to him, as well as rights assigned to groups of which the user is a member.

Groups usually are established based on common departmental requirements. For instance, the user may establish an Accounts Receivable group and assign all personnel who perform client billing to that group. When doing so, assign least common denominator rights to that group, since one member of the group is likely a manager and will receive more rights. For that manager, either set up a second group, or give him more rights. A user can belong to as many groups as necessary.

User Permissions are assigned per applet. Applets are the subcategories shown by clicking on the sidebar. For example, clicking Personal, the following applets appear--Expense Sheets, My Work Orders, and Timesheets. Each applet has four basic rights.

If no right is selected, the applet does not appear on the Main Menu for that user. If no applets are viewable within a given module. Likewise, if no applets are viewable within a given module, that module will not appear in the Main Menu for that user. Some applets have special rights in addition to the standard four. The right, or permission name, should be indicative of what it controls (see Special Rights for more information).

When an employee is added to the system in Employee Setup, assuming he was given a login name at that time, he will be added automatically as a user.

Permissions can be set quickly for a module or all applets in the system from the General tab in the user and group pop-ups. The mass setting fields are as follows: