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Access and permissions
Access and permissions
Roles / Permissions / Authorisation / FAQ's
Roles
Roles - Assign or alter the roles applied to a user
Roles - Deleting a role
Roles - Updating a Role
Roles - Adding a new role
Roles - Enable Profile Editing - User Level
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Permissions
User Views - Template level reporting user view
User Views - Template level calendar user view
User Views - Template level staff records user view
User Views - Template level admin user view
User Views - Custom user view setup and update
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Authorisation
Authorisation Setup - Changing a user's authoriser
Authorisation Setup - How to set up Delegation
Authorisation setup - Creating a Record-Specific Authorisation Chain on a User level