Index
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.
The administrator user always has full access to the company’s contents; therefore, such permissions do not apply to this user.
News! Starting with the Crystal Lake update (1.7.1), it is possible to grant access permissions to specific Control Panel features to users who are not administrators.
Permission options vary depending on the system resource type; they can be classified as view, change, or deletion, among others.
Permissions are defined by the administrator user.
Features and their permission options
Check out the available permission options for each feature in:
Access feature permissions
01. In the main menu, click Control Panel, then check People container and click Permissions.
The available feature categories will be displayed in menu order. Search or filter can be used to make it easier to find information.
02. Find the category for which you wish to define permissions and click the button 
to expand the features.
03. Find the desired feature and click the button 
to access the permission options.
It is possible to add new permissions, manage or delete existing permissions from the feature permissions screen.
Add permission
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.
Pay attention to the type of search being made, selecting Users, Groups or Roles.
04. Click the Add option.
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
01. Access the screen as shown in the Access feature permissions item.
02. Select the corresponding tab to manage permissions: Users, Groups or Roles.
Each tab displays the groups, roles and users who have permissions to the feature, as well as their current permissions.
Tip! Use the search field to find the user, role or group more quickly if the permissions list is too long.
03. Check the desired permission options in the columns, referring to the user, group or role on the list.
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
01. Access the screen as shown in the Access feature permissions item.
02. Select the corresponding tab to delete permissions: Users, Groups or Roles.
Each tab displays the groups, roles and users who have permissions to the feature, as well as their current permissions.
Tip! Use the search field to find the user, role or group more quickly if the permissions list is too long.
03. Click the button 
referring to the user, group or role that should have permissions removed.
04. Click Delete in the confirmation message.
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
01. On the main permissions screen, enter the name of the feature in the Search field.
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
01. On the main permissions screen, click the Filter by field and select the desired feature categories.
The available feature categories are: API, Task Central, Communities, Documents, Favorites, Recycle Bin, Control Panel, Processes, Social and Solutions.
After applying the filter, each selected category is presented as a tag at the top of the list. To remove a filter, simply click the X on the respective tag.
Please note!
This documentation is valid from the 1.7.1 - Crystal Lake update. If you use a previous update, it may contain information different from what you see on your platform.
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