Add a permission group

What you are deciding

A permission group is a named set of permissions. Creating one is two things at once: naming the group, and ticking what it may do.

Permissions are granular — set per record type and per action. The counters beside each type show how many of its permissions the group currently has, for example Matters (0/11) or Presentations (0/15).

The record types

Every part of KLERQ is covered separately: Presentations, Submissions, Rankings, Events, Matters, Testimonials, Publications, Specialists, Practices, Industries, Organization, Clients, Contacts, Users, Permission Groups, Roles and Directories.

Unfold all opens every type at once, which is the practical way to build a group — reviewing seventeen collapsed sections one at a time is how permissions get missed.

A note on scope

Permissions are additive. A user in two groups can do anything either group allows, so a restrictive group does not cancel a permissive one.

Take particular care with Users, Permission Groups and Roles. A group that can edit permission groups can grant itself anything else.

Permission required

You need Permission group: read or Permission group: create. Ask an administrator if the page is not visible to you.

Steps

1. Click the gear icon in the top bar to open Settings.

2. On the Settings page, choose Permission groups.

3. Name the group, then work through the record types. Each shows how many of its permissions are granted, such as Matters (0/11).

4. Click Unfold all to open every record type at once.

5. Click Create permission group to save.

Related

• Permission groups
• Invite a user