User Permissions
Below the user detail fields you will see a list that looks very similar to the one in the Group Manager. It will list all the modules, with the --Show-- link to the right of the module name. This is where we set user specific permissions for modules (data sets) and such.
Note: The very first time a new user account is logged into, you will be presented with the Ivinex end user license agreement. The new user must accept the terms to continue using the Ivinex system.
User and group permissions are very similar, but are listed just a little different from one another. In this tutorial you will learn about how to setup permissions for a group and how to setup individual user permissions. You will find that actually setting the permissions is the exact same process for both users and groups.
In the User Manager (User Details) you will see a permission list like this at the bottom:
In this list you will see 3 columns:
- Permission: Shows the data module name.
- Value: You will see a --Show-- link which when clicked will give you a group of check boxes. For each value that you check (from the check boxes), you are giving permissions to the user to accommodate from the front-end.
- From Group: This will list all the permissions that a user has pertaining to a data module, based on what groups they belong to.
Group & User Global Permissions
In addition to the data module permissions, there are a few “global” permissions that can be set for both groups and users. These are located at the very bottom of the Permissions table in User Details.
The following is a list of all the check boxes and what global permissions they provide.
- Email: The ability to use the email icon (for sending an email) while viewing a record. The email icon will appear toward the top right of the detail view.
- Admin: The ability to access the administration area for your Ivinex site with full add/edit/delete permissions.
- Un-delete: Gives a user or user group the ability to see deleted records (if they have this set to “yes” in personal preferences).
- API: Gives a user or user group the ability to use the Ivinex API.
- View Editor: Gives the user permission to edits views on the front-end.
User Permissions
By default users permissions are determined by the groups they belong to (seen in the “From Group” column), but if you want to give a specific user a different set of permissions then you can do so by clicking the “–Show–” link in the Value column.
The permissions check boxes here are exactly the same as the Group Permissions so refer above for more information about what each permission is and does.
Note: Please note that user permissions can be set per module (data set). The user permissions that are set per module, are in addition to the permissions that have been granted by the group or groups the user belongs to.
Once you’re done editing permissions for this user you can click the “Update permissions” button that is above the permissions list to save the changes you made.