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.
| Data Capture Elements | Permissions Control |
|---|---|
| Aspects |
Aspects add sections onto the blade forms within the application. These can be added to users, teams, people, organisation, work types, connections and other elements within the application. To add permissions to an aspect click on the |
| Portals |
Portal widget can be configured to appear based on permissions. Go to Launchpad > Modeller > Work Types Select the work type you wish to work on and then go to Portal Designer |
| Service Portfolios | Creating a service portfolio will automatically create a permissions to access the portfolio, add this permission into your permissions sets to enable access. |
| Features | Some product features allow the definition of permissions to access the feature. |
next to the aspect and select the permissions you wish to add.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.
