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Speaking of
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permissions...
This feature allows managing access permissions to specific platform resources. It allows assigning permissions to specific users, roles and groups, except for the administrator user.
The administrator user always has full access to the company’s contents; therefore, such permissions do not apply to this user.
News! Starting with the Crystal Lake update (1.7.1), it is possible to grant access permissions to specific Control Panel features to users who are not administrators.
Permission options vary depending on the system resource type; they can be classified as view, change, or deletion, among others.
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Check out the available permission options for each feature in: |
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Access feature permissions
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01. In the main menu, click Control Panel, then check People container and click Permissions.
02. Select the category for which the permissions will be defined.
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The categories available for applying permissions are:
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03. Click Next Step.
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Upon clicking Next Step, a screen will appear with the fields and options corresponding to the chosen category to define permissions. Each category’s specific characteristics are displayed on the alternative path corresponding to each of them. |
Define Permissions by System Resource
01. In the Resources chart, select the system resources for which permissions will be assigned.
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Desired system resources can be searched through the Search field. |
02. Click Next Step.
03. In the By Group tab of the system resource, click Add to relate a user group to it and define the permissions.
04. In the Group column, select the user group to be related to the system resource and press Enter.
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To view all existing user groups, simply press the space bar. |
05. In the Permission column, check the options that determine the actions the user group will be able to perform for the system resource in question.
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It is possible to view the users that belong to the selected group through the View members option. To delete the relationship between the user group and the system resource, simply select it and click Delete. |
06. Click the By Role tab.
07. Click Add to select a role and define its permissions within the respective system resource.
08. In the Role column, select the role to be related to the system resource and press Enter.
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To view all existing roles, simply press the space bar. |
09. In the Permission column, check the options that determine the actions the role will be able to execute for the respective system resource.
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Users that belong to the selected role can be viewed through the View members option. To delete the relationship between the role group and the system resource, simply select it and click Delete. |
10. Click the By User tab.
11. Click Add to select a user and define its permissions within the respective system resource.
12. In the User column, select the user to be related to the system resource and press Enter.
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To view all existing users, simply press the space bar. |
13. In the Permission column, check the options that determine the actions the user will be able to execute for the respective system resource.
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To delete the relationship between the user and the system resource, simply select it and click Delete. |
14. After defining groups, roles, and users permissions for each previously selected system resource, click Apply permissions.
15. In the message displayed, click Confirm to implement the permissions assigned to the system resources.
Define Permissions for User Group
01. In the Groups chart, select the user groups for which the actions that can be performed in certain system resources will be defined.
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Desired user groups can be searched through the Search field. |
02. Click Next Step.
03. Click Add.
04. In the Resource column, select the system resource to be related to the user group and press Enter.
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To view all existing system resources, simply press the space bar. |
05. In the Permission column, check the options that determine the actions the user group will be able to perform for the system resource to which it has been related.
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To delete the relationship between the system resource and the user group, simply select it and click Delete. |
06. After defining the permissions to the system resources for each previously selected user group, click Apply permissions.
07. In the message displayed, click Confirm to implement the permissions assigned to the user groups within the system resources.
Define Permissions by User Role
01. In the Roles chart, select the roles for which the actions that can be performed in certain system resources will be defined.
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Desired roles can be searched through the Search field. |
02. Click Next Step.
03. Click Add.
04. In the Resource column, select the system resource to be related to the role and press Enter.
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To view all existing system resources, simply press the space bar. |
05. In the Permission column, check the options that determine the actions that the role will be able to perform for the system resource to which it has been related.
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To delete the relationship between the system resource and the role, simply select it and click Delete. |
06. After defining the permissions to system resources for each previously selected role, click Apply permissions.
07. In the message displayed, click Confirm to implement the permissions assigned to the roles within the system resources.
Define Permissions by User
01. In the Users chart, select the users for which the actions that can be performed in certain system resources will be defined.
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Desired users can be searched through the Search field. |
02. Click Next Step.
03. Click Add.
04. In the Resource column, select the system resource to be related to the user and press Enter.
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To view all existing system resources, simply press the space bar. |
05. In the Permission column, check the options that determine the actions the user will be able to perform for the system resource to which it has been related.
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To delete the relationship between the system resource and the user, simply select it and click Delete. |
06. After defining the permissions to system resources for each previously selected user, click Apply permissions.
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available feature categories will be displayed in menu order. Search or filter can be used to make it easier to find information. |
02. Find the category for which you wish to define permissions and click the button 
to expand the features.
03. Find the desired feature and click the button 
to access the permission options.
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It is possible to add new permissions, manage or delete existing permissions from the feature permissions screen. |
Add permission
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01. Access the screen as shown in the Access feature permissions item.
02. Click Add permission.
03. In the selected record, check the permission options that must be applied.
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Pay attention to the type of search being made, selecting Users, Groups or Roles. |
04. Click the Add option.
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The included permissions are displayed in the permissions list. When checked, it means that the permission will be granted. Attention! After changing permissions, it may take a while (up to 1 minute) for the change to take effect. |
Manage permissions
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01. Access the screen as shown in the Access feature permissions item.
02. Select the corresponding tab to manage permissions: Users, Groups or Roles.
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Each tab displays the groups, roles and users who have permissions to the feature, as well as their current permissions. Tip! Use the search field to find the user, role or group more quickly if the permissions list is too long. |
03. Check the desired permission options in the columns, referring to the user, group or role on the list.
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The permission options presented in the columns vary by feature type. When checked, it means that the permission will be granted. Attention! After changing permissions, it may take a while (up to 1 minute) for the change to take effect. |
Delete permissions
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01. Access the screen as shown in the Access feature permissions item.
02. Select the corresponding tab to delete permissions: Users, Groups or Roles.
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Each tab displays the groups, roles and users who have permissions to the feature, as well as their current permissions. Tip! Use the search field to find the user, role or group more quickly if the permissions list is too long. |
03. Click the button 
referring to the user, group or role that should have permissions removed.
04. Click Delete in the confirmation message.
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As a result, the user, role or group that had the permissions deleted no longer has access to the feature. Attention! After changing permissions, it may take a while (up to 1 minute) for the change to take effect. |
Search feature
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01. On the main permissions screen, enter the name of the feature in the Search field.
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Since the All option is selected by default, all features that contain the entered text are displayed, regardless of category. You can then select the specific category for a more precise search. |
Filter feature
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01. On the main permissions screen, click the Filter by field and select the desired feature categories.
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The available feature categories are: API, Task Central, Communities, Documents, Favorites, Recycle Bin, Control Panel, Processes, Social and Solutions. |
Issue permissions report
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This option is only allowed if the “My documents” folder is enabled for platform users. Learn more in the Parameters documentation.
01. In the main menu, click Control Panel, then check the People group and click Permissions.
02. Click the button 
in the upper right corner.
03. On the Generate Report screen, select the desired options.
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The desired file format and the type of report to be generated can be defined.
Report type |
04. Activate the Generate option.
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After confirmation, the platform will start the process of exporting the data. Once the file is generated, it is made available in the My Documents folder of the user who requested the report. |
Restore default feature permissions
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01. Access the screen as shown in the Access feature permissions item.
02. Click the Restore default button, located in the upper right corner of the screen.
03. Click Restore in the confirmation message.
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Once the action is confirmed, the permissions for this feature will be restored to the original default. This means that the permissions of all users, roles and groups configured specifically for this feature will be removed and only those who received the permissions automatically in the creation of the company still have the permissions. |
Reset all permissions to default
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01. On the main permissions screen, click the Restore default button, located in the upper right corner of the screen.
02. In the confirmation message, check the Confirm the restoration of all permissions field.
03. Click Restore.
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Once the action is confirmed, the permissions for all features on the platform will be restored to the original default. This means that the permissions of all users, roles and groups will be removed and only those who received the permissions automatically in the creation of the company still have the permissions. This process takes a few seconds to complete, due to the quantity of existing features. |
| Informações | ||
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This documentation is valid from the 1.67.51 - LiquidCrystal Lake update. If you use a previous update, it may contain information different from what you see on your platform. |
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