Permissions Overview

Our Management’s permissions system gives granular user control over the platform. To get you started, each client comes with a set of default permissions which should cover most situations.

The top level permissions are module permissions. Module permissions control user access to a module, the actions that can be performed in the module and for particular modules, the range of records that can be accessed.

To see your module permissions click on the side menu button and  then the “accounts and settings” module. In the “accounts and settings” page click on My Permissions.

This will display your module permission matrix. A tick means you have the permission granted. If you are unable to access a module or unable to see a record which you know exists it is likely be due to the permissions set.

To see the permissions set for the entire client platform you need to have permission-read access.

In the ‘accounts and settings’ module click on Module Permissions. Permissions are applied through entities.

Examples of entities include contacts, organisations and organisation types such as Customers. If the permission is applied to an entity it affects all contacts that belong to that entity. 

To see a permission set choose an entity in the field box.

All users start with no permissions. They then gain permission rights when an entity permissions is applied.

Once a permission has been given to a user through one entity it cannot be removed until those permissions for the entity has been deleted.

You can see all the permissions by clicking on the permission overview.

To change a permission you must have permission-write access. To change simply tick or untick the relevant action for each module.

To change the range click next to the action and a pop up window of the available range types will appear. Simply tick or untick as required.

Any changes will sync automatically.

We understand setting up permissions can be overwhelming. On top of providing  default permissions we have also put together a detailed section on permissions in the knowledge base and support through the community forums. Finally we are all to happy to help set up your permissions, please ask about out permission consultants.