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Speaking of permissions...
This feature allows managing access permissions to specific platform resources. It allows assigning permissions to specific users, roles and groups, except for the administrator user.
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Check out the available permission options for each feature in: |
Access feature permissions
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01. In the main menu, click Control Panel, then check People container and click Permissions.
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03. Find the desired feature and click the button 
to access the permission options.
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It is possible to add new permissions, manage or delete existing permissions from the feature permissions screen. |
Add permission
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01. Access the screen as shown in the Access feature permissions item.
02. Click Add permission.
03. In the selected record, check the permission options that must be applied.
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The included permissions are displayed in the permissions list. When checked, it means that the permission will be granted. Attention! After changing permissions, it may take a while (up to 1 minute) for the change to take effect. |
Manage permissions
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01. Access the screen as shown in the Access feature permissions item.
02. Select the corresponding tab to manage permissions: Users, Groups or Roles.
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The permission options presented in the columns vary by feature type. When checked, it means that the permission will be granted. Attention! After changing permissions, it may take a while (up to 1 minute) for the change to take effect. |
Delete permissions
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01. Access the screen as shown in the Access feature permissions item.
02. Select the corresponding tab to delete permissions: Users, Groups or Roles.
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As a result, the user, role or group that had the permissions deleted no longer has access to the feature. Attention! After changing permissions, it may take a while (up to 1 minute) for the change to take effect. |
Search feature
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01. On the main permissions screen, enter the name of the feature in the Search field.
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Since the All option is selected by default, all features that contain the entered text are displayed, regardless of category. You can then select the specific category for a more precise search. |
Filter feature
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01. On the main permissions screen, click the Filter by field and select the desired feature categories.
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The available feature categories are: API, Task Central, Communities, Documents, Favorites, Recycle Bin, Control Panel, Processes, Social and Solutions. |
Issue permissions report
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This option is only allowed if the “My documents” folder is enabled for platform users. Learn more in the Platform ❙ Parameters documentation.
01. In the main menu, click Control Panel, then check the People group and click Permissions.
02. Click the button 
in the upper right corner.
03. On the Generate Report screen, select the desired options.
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After confirmation, the platform will start the process of exporting the data. Once the file is generated, it is made available in the My Documents folder of the user who requested the report. |
Restore default feature permissions
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01. Access the screen as shown in the Access feature permissions item.
02. Click the Restore default button, located in the upper right corner of the screen.
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Once the action is confirmed, the permissions for this feature will be restored to the original default. This means that the permissions of all users, roles and groups configured specifically for this feature will be removed and only those who received the permissions automatically in the creation of the company still have the permissions. |
Reset all permissions to default
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01. On the main permissions screen, click the Restore default button, located in the upper right corner of the screen.
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