USER ACCESS

The User Access page allows administrators to manage and configure access permissions for individual users by enabling or disabling various options through checkboxes. Below is a detailed explanation of the features available on this page.

  1. Click on "Org Config".
  2. Under "Admin", click on "User Access".

STEPS TO USER ACCESS

A page will open where the user can give certain access to a particular User.

  1. Select "User"
    • Use the dropdown menu at the top of the page to select the user you wish to configure (e.g., John Doe, Jane Smith).

STEPS TO USER ACCESS

  1. Enable or Disable Access

    • Use the checkboxes next to each form and permission type to enable or disable access.
    • To grant all permissions for a specific form, enable the "Select All" checkbox.

STEPS TO USER ACCESS

Access Permissions

  • The table below displays all available forms and their associated permissions. Each permission is represented as a checkbox.
  • Permissions can be granted individually or collectively, as explained below:

USER ACCESS

Column Descriptions

  • Menu: Displays the main menu or category for each form.
  • Form Name: Lists the specific form or feature for which permissions can be configured.
  • Select All: Enabling this checkbox selects all permissions for the respective form.
  • Table: Grants access to view the table or data related to the form.
  • Create: Grants access to create new records or entries in the form.
  • Edit: Grants access to modify existing records or entries.
  • View: Grants access to view details within the form.
  • Delete: Grants permission to delete records or entries.
  • Download: Allows the user to download relevant files or data.
  • Upload: Enables the upload of files or documents related to the form.
  • Confirm: Grants permission to confirm data or actions within the form.
  • Approve 1 / Approve 2: Provides first-level or second-level approval access for workflows.
  • Print: Allows the user to print records or documents.

Save Button: Once all permissions are configured, click the Save button to apply the changes.

Notes - User-specific permissions will override all role-based permissions once assigned..