ApplicationSecurity EditUser AddExtraPermissions

User Permissions - Setting Additional Permissions

When roles are added to a user or to a permission template, you can add additional permissions for functions included in those roles.

The expandable sections displayed depend on the roles granted to the user. If you are missing a section, check the roles list to find out which role to add to make the section visible.

Each expandable section can contain tables with multiple rows. Then, the tables are displayed on several pages, with numerals above the table (e.g. 1 2 3...). Click a numeral to go to the corresponding page.

How to - Use the Search and Filter Toolbar

1. Go to the toolbar page for an instruction on how to use the toolbar to search in or filter the tables

How to - Set Additional Permissions

Reports & Integrations

Reports

1. Find the user (according to the find user instruction)
2. View the reports section by clicking the expand button
3. Check the reports that the user should have access to
4. Click on the save button

Imports

1. Find the user (according to the find user instruction)
2. View the imports section by clicking the expand button
3. Check the imports that the user should have access to
4. Click on the save button

Exports

1. Find the user (according to the find user instruction)
2. View the exports section by clicking the expand button
3. Check the exports that the user should have access to
4. Click on the save button

Organization

Nodes

1. Find the user (according to the find user instruction)
2. View the nodes section by clicking the expand button
3. Check the nodes that the user should have access to
4. Click on the save button

Main Groups

1. Find the user (according to the find user instruction)
2. View the main groups section by clicking the expand button
3. Check the main groups that the user should have access to
4. Click on the save button

Organization Groups

1. Find the user (according to the find user instruction)
2. View the organization groups section by clicking the expand button
3. Search for the desired organization group
   1. Enter the name of the organization group in the search box
   2. Click search
   3. Select the organization group from the drop-down list
   4. Click on the add button
   5. Repeat the previous four steps as many times as required

      • Organization groups that you add are shown in a table above the search box
      • If you select an organization group on an organization level above the bottom level, all organization groups below the selected group will be added by in heritage

4. If you want to remove an organization group:
   1. Uncheck the boxes for the organization groups you want to remove
   2. Click on the delete button

Custom Configuration

Customer Tables

1. Find the user (according to the find user instruction)
2. View the customer tables section by clicking the expand button
3. Check the customer tables that the user should have access to
4. Click on the save button

Attributes

1. Find the user (according to the find user instruction)
2. View the attributes section by clicking the expand button
3. Check the attributes that the user should have access to
4. Click on the save button

Bags

1. Find the user (according to the find user instruction)
2. View the bags section by clicking the expand button
3. Check the bags that the user should have access to
4. Click on the save button

Service Categories

1. Find the user (according to the find user instruction)
2. View the service categories section by clicking the expand button
3. Check the service categories that the user should have access to
4. Click on the save button

Measure Groups

1. Find the user (according to the find user instruction)
2. View the measure groups section by clicking the expand button
3. Select measure group type from the drop-down list
4. Check the measure groups that the user should have access to
5. Click on the save button

Other

Web Parts

1. Find the user (according to the find user instruction)
2. View the web parts section by clicking the expand button
3. Check the web parts that the user should have access to
4. Click on the save button