Global Permissions

A global permission is a system control that defines WHAT a user is able to do in the application. For example, a user who has the Admin Access permission has access to the administration pages of ShareDo.

Permission Sets

Permissions are granted to users through permission sets. A permission set is a group of global permissions created for users with common permission requirements. For example, you are a system administrator, a system administrators permission set is created and assigned to a system administrators team, and as a member of that team, you would gain those permissions.

If you are also a member of the finance team then your personal permissions would be the accumulation of both the supervisors and finance permission sets.

Updates to a permission set are applied to all users with that permission set.

Permission Sets and ACL Teams

ShareDo permissions sets are most efficiently assigned by using ACL teams. Add your users to ACL teams to determine what they can do in the system. Adding your permissions in this way allows you to easily maintain your permissions.

See Teams

Adding Permissions to User Interface Elements

Permissions can be used to control the display of data elements on a screen. This is controlled in the configuration for individual data capture elements.

Work Type Role Permissions

If global permissions control WHAT you can do, then ShareDo role permissions control WHEN you can do it. In ShareDo every organisation, team, or user has a role on a particular work type; the role permissions allocated to this role control what you can do on a work type.

Role permissions are limited to Read, Update, View Participants, and Assign Participants. Each user role on a work type should be granted role permissions.

You can create a permission set in sharedo administration. Permission sets can be assigned to teams or users.

To access permissions sets.

1. Select Launchpad > Go to Admin > Security > Global Permissions - Granted
2. You can now choose to create a whole new permission set, or copy and modify an existing permission set.

Creating a New Permission Set

1. In the top right corner of the Global Permissions screen click Permission Sets > Add
2. Enter Name and Description in their respective fields
3. Your new permission set will be active by default, you can make it inactive by deselecting the Active check box
4. Specify the global permissions of your new permission set by opening the top level drop down option (e.g. Admin) and selecting the check boxes of the permissions required (e.g. Admin Access)
5. When you have added all the required permissions to your permission set, click Save
   

Cloning a Permission Set

1. In the top right corner of the Global Permissions screen click Permission Sets
2. Click on the burger menu of the permission set you want to copy > Edit > Clone
3. Enter Name and Description in their respective fields
4. Your new permission set will be active by default, you can make it inactive by deselecting the Active check box
5. You can modify your new permission set by opening the top level drop down option (e.g. Admin) and selecting or deselecting the required permissions
6. When you have added all the required permissions to your permission set, click Save on the new permission set blade.
   

Review

You have now successfully created a permission set. Now you can assign permissions to a team or user.

In ShareDo, you don't have to manage every user's permissions individually, you can assign permissions to a team. Every team member will then inherit those permissions.

1. Select Launchpad > Go to Admin > Teams > Internal Teams or External Teams.
2. Select the team to which you want to assign permissions and click on its burger menu. (We strongly recommend that you only apply permissions to access control teams (ACL), signified by the lock icon)
   
3. View/Edit Permissions You could manually add permissions to the team here, but we recommend using a permission set as it makes permissions management much easier. You can assign a default permission set or learn to create your own here: Create a permission set.
4. Click on the Permission Set icon > click the burger menu of the permission set you want to assign > Apply Permission Set.
   

Review

You have now successfully assigned permissions to a team, all the members of this team will be granted these permissions.

You can add a work type role permission to a role in the ShareDo modeller. You can provide further control to the participant's access by defining what phase of the work type the permissions are granted on.