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Admin User can assign permissions to the newly created and existing roles. business users can Manage and Create Permission Schemes.

Manage Permission Schemes:Manage Permission Schemes screen displays the list of all existing Permission Schemes. To view the manage screen, click on Permission Schemes link in the menu under Administration. 

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In the Manage Permission Schemes screen, click on Create button to create a new Permission Schemes, click on Edit button to update an existing record, click on delete button to delete the record.

Create Permission Schemes:

To create a new Permission Schemes: 

  • User clicks on "Organization Settings" and then clicks on "Permission Schemes"
  • User enters the Name and Description
  • Assign the permissions for each Scheme.
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  • Click on Create button
  • New Permission Schemes is created in the system and navigates to the Manage screen, displaying the newly created Permission Schemes.
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Edit Permission Schemes

To edit a existing Permission Schemes: 

  • User enters the permission scheme in the search field
  • User clicks on the Image Removed in the manage screen
  • Permission Schemes edit screen is displayed
  • Edit the Name, Description ,or Permissions.
  • Click on Update button
  • Changes to the Permission Schemes are updated in the system
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Delete Permission Schemes

To delete a existing Permission Schemes: 

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Click here: 3. Permission Schemes for knowing more on how to Manage Permission schemes...