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How to define permissions groups

A user with appropriate Admin permissions can create and edit permissions groups and assign users to those groups.

The existing permission groups are listed on the Admin > Permissions Groups page. 

A new permissions group is created without any default permissions. Permissions are granted per resource type.  Custom permission groups allow you to grant specific combinations of permissions to groups of users, ranging from highly restricted access to broad-reaching permissions.

To define a custom permissions group:

1     On the Admin > Permissions Groups page, click Create Permissions Group.

2     In the Create Permissions Group dialog box, enter a name and short description for the group, then click Create.            The Permissions page is displayed. PG1.png

3     The new permissions group does not include any permissions.

4     To add permissions to the group, click Create Permission.


5     From the Resource Type dropdown list, select the resource for which want to add permissions.

6     In the Actions section, select the checkboxes for the permission levels required for the users to be assigned to this permission group.

7     (Optional) In the Filter area, configure additional criteria for applying permissions to specific resources:

  • From the Filter dropdown list, select the condition for the filter (OR, AND, or Custom Filter).
  • Click Create Criterion, then select the object to be matched, the condition for a match (Equals or Not Equals), and the partial or full string to be matched.  Repeat this step for additional criteria, as required.

Note:  If a filter is not defined, the permission will apply to all the objects of the resource type.

8     Click Save.  A resource type is added to the Permissions page for this group.

9     Repeat steps 4–8 for additional resource types until all of the necessary permissions have been set.

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  • Avatar
    Lee Graham

    Love this new feature! This solves a big problem we had to work around.

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