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We have spent a lot of energy building a powerful permission system for the Our Management Platform.
What Can You Control
Limit Access to Module
Our Management is able to control user access to each module and their respective sub actions.
Example
The contact module manages the contact database. Our Management allows us to control access to the actions that can be performed within the contact module. We can limit access to listing the contacts (this includes the directory and contact search function). We can also limit access reading a contact.
Limit Access to Range of Records
Not only can we limit access to actions within a module we can limit the range of records accessed within the action. Continuing with the contact module. When we control who can list the contacts. We can also control the range of contacts that are listed.
Example
In contacts module we store contacts of internal, suppliers, customers etc. We may only want a user to be able to list the contacts that are internal. In Our Management we can limit the range of records accessed by a user to only show internal contacts.
How Are Permissions Assigned
At lowest level for a user to access the Our Management Platform for a particular client. the user must be assigned a contact within the client’s platform. Through that contact we can apply a set of permissions. These include:
- Contact
- Contact’s company
- Contact’s company category
See permission entities for more information.
Folder and Document Sharing
We have created a complete permissions system control for any document stored in the document storage module. Through the document and folder sharing you have complete control who sees which folders and documents, what can actions can be performed e.g. read, edit or delete. For more details please refer to Folder and Document Sharing.
Need Help?
We understand getting grasp of the permission systems can be daunting, therefore have created this in-depth guide. However if you are struggling we are happy to help you setup your permissions. For assistance please contact: support@ourmanagement.com
Next
In the next section we go over Module Permissions.
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