Managing Permissions Setsļ
Setup of Permission Setsļ
Note
Permission Sets in NearBeach give you the ability to classify how much access a particular user can have to certain objecst, i.e. Projects and Tasks. The permission sets can be stacked on top of each other.
Users can also have different permissions between each group. For example, a user might have basic user access to group_A, however only have read only access to group_B.
Log into NearBeach as an administrator
Choose the āAdministrationā option in the menu and select the āPermission Setsā
The āPermission Set Listā page will load
Click the āCreate a new Permission Setā to start creating a new permission list
Note
There are 4 different levels of permissions;
āNo Permissionā - the user will not have any permissions
āRead Onlyā - the user will only have read only access
āEdit Onlyā - user will be able to edit already existing objects, i.e. Projects
āAdd and Editā - user will be able to create objects, i.e. New Projects
āFull Permissionā - users will be able to do the above permissions and delete objects.
Note
The permissions are broken up into three sections;
āAdministration Permissionsā - This contains any administration permissions. It is not recommended granting these to any basic users.
āNormal Permissionsā - Are used to determine a userās permission to objects and different modules within said objects.
āAddon Permissionsā - These are extra permissions designed for read only users.