USER ACCESS
The User Access page enables administrators to configure granular access permissions for individual users. This interface allows you to override role-based permissions and grant or restrict specific features and actions on a per-user basis.
Navigation
Follow these steps to access the User Access Management interface:
- Navigate to the Org Config module from the main menu
- Under the Admin section, select User Access
The User Access Management page will open, allowing you to configure permissions for individual users.
Configuring User Permissions
Step 1: Select a User
Use the dropdown menu at the top of the page to select the user you wish to configure (e.g., John Doe, Jane Smith).
Step 2: Configure Access Permissions
Use the checkboxes to enable or disable specific permissions for the selected user:
- Individual Permissions: Check or uncheck specific permission types for each form
- Select All: Enable the "Select All" checkbox to grant all permissions for a specific form at once
Step 3: Review Permission Matrix
The permission matrix displays all available forms and their associated access controls:
Permission Types
The following table describes each permission type available in the access control matrix:
| Permission | Description |
|---|---|
| Select All | Enables all permissions for the respective form in one click |
| Table | Grants access to view the table or data listing for the form |
| Create | Allows creation of new records or entries |
| Edit | Permits modification of existing records or entries |
| View | Enables viewing detailed information within the form |
| Delete | Grants permission to delete records or entries |
| Download | Allows downloading of relevant files or data |
| Upload | Enables uploading of files or documents related to the form |
| Confirm | Grants permission to confirm data or actions within the form |
| Approve 1 | Provides first-level approval access for workflows |
| Approve 2 | Provides second-level approval access for workflows |
| Allows printing of records or documents |
Saving Configuration
After configuring all desired permissions for the selected user:
- Review your permission settings to ensure accuracy
- Click the Save button to apply the changes
The new permission configuration will take effect immediately for the selected user.
Note
User-specific permissions will override all role-based permissions once assigned. This allows you to grant exceptions or additional restrictions to individual users regardless of their assigned role.