Permissions – introduction
The concept of permissions
Permissions Screen
The permissions shown above are the window used by administrators to manage roles. There are module and data access roles:
1. access roles to modules (MDL) are used to control general access to modules, i.e.:
- visibility and permissions of key modules and system functionalities
2. access to data (DS) roles are used to control access to specific records, i.e.:
- visibility and permissions of data records depending on the settings: my data/my employees/all
The created roles are used when creating/editing specific users in the administration panel in the window -> USERS.
User Edit
One or more roles of each type may be assigned to a user and they have a joint nature (authorities are added up).
To sum up, roles allow for flexible control of access to modules, functionalities and data for a given user.
More information about user management can be found here: https://www.efob.pl/pomoc/uzytkownicy-zarzadzanie/
Module functionalities
⚠️Note: Self-Create/Edit options are ONLY available for eFOB Enterprise e-Folders packages.
Functionalities of the permissions management screen
1. Adding – adding a new role
2. Actions allow you to edit, duplicate or deactivate roles.
a) Editing a record – allows you to adjust the permissions of a given role, as well as its name. It is done using drop-down lists in which we select and deselect the records we are interested in. To accept the changes, finally use the green SAVE button at the very bottom of the screen.
b) Duplicate – creation/duplication of a new role based on the selected record
c) Deactivate – hide the record. The record can be redisplayed using the filter from point 3, and then be edited, duplicated, or activated
3. Status filter – display active or inactive roles