Users, Groups and Roles - Permissions tab

Navigator > Setup > Company > Users > Users, Groups and Roles > Permissions tab

Set permissions for the User or Group. Permissions default to none for new users and groups. The ACCREDO master user has control permissions for everything and these cannot be changed.

To set folder and option permissions, click a folder, click an option, select a permission, see User Permissions. A permission can influence others. To set permissions for a group of functions, select the folder containing the group (for example, select the Accredo folder to set permissions for all functions), then select a Permission level from the toolbar. You can also right-click an option to set the Permissions.

The folders show the icon for the highest level of permission within the folder. You can fully expand and collapse the permission folders.

The Level indicates the users current permission level for the Permission, the Description indicates which the Permission controls access to. Some permissions are interdependent. See Report Customise Layouts for an example of how different permission options affect one another.

You can select a Group for a User. When a Group is selected, the User assumes the permissions of the Group. The Permissions will be displayed as read-only, and the User's permissions cannot be individually edited. To edit permissions for the Group, select the Group, then enter edit mode. To edit Permissions for an individual User, ensure the User is not part of a Group.

See User Permissions to list all available permissions. See also Users, Groups and Roles - User tab.

Note: Write permission for Company > User > Permissions allows a user to modify any of their own permissions with the exception of elevating the Permissions permission to Control level.

NOTE: Roles do not have permissions. Fields on this tab are unavailable when a Role is selected.