Permissions

Each user created is assigned permission groups which define the levels of access to each app and area within the platform, there is no limit to the number of permissions that can be created and assigned to an individual user.

There are two types of permissions available:

• System Permissions - these are out of the box groups which if used and assigned to a user will permit full add / edit / delete rights to a particular app / area, these are great to get started using Zonal Connect

  System permissions are not configurable, however for ease of use they can be cloned and then edited as a custom permission

• Custom Permissions - highly configurable permissions enabling the creation of different permissions sets applicable to the type of users within the organisation

  For high levels of customisation Zonal recommend creating individual groups for each app or area, this makes it easy to assign to users or remove when that user no longer needs access to a particular function

Adding New Custom Permissions

Follow these steps to add new custom permissions:

1. Click Add

2. Enter the following details, Permission Group Name | Description

   A description is recommended so that when adding permissions to users the type of permissions can be easily identified

3. Select the Permissions tab

4. Each area of the platform is displayed in a tree structure

   • The top level of the each tree represents each app, this level also defines if the permission group can have access to the app

   • Second or third levels define permissions across either an app function or section

     • View - allows a user to view the selected option

     • Add - allows a user to add new records

     • Edit - allows a user to edit existing records

     • Delete - allows a user to delete existing records

   Select the right permissions, click Enable All to switch on all settings within a particular level | or enable toggles individually

5. Click Save

Cloning System Permissions

To improve the speed of setup system permissions can be cloned and then edited as a custom group.

Follow these steps to clone and add a new group:

1. Select the System Permission Group tab

2. Select a permission group from the table, click Clone

3. Enter the following details, Permission Group Name | update the Description

4. Amend the required permission that should be applied to the new custom group, at least 1 must be selected

5. Click Save

Cloning Custom Permission

To improve the speed of setup custom permissions can be cloned and then edited as required.

Follow these steps to clone custom permission groups:

1. From the Custom Permission Group tab either select a permission group from the table or click into a group, click Clone

2. Update the following details, Permission Group Name and Description (optional)

3. Amend the required permission that should be applied to the new custom group, at least 1 must be selected

4. Click Save

Deleting Custom Permissions

Follow these steps to delete custom permissions:

1. Search for permission by entering name | or select a permission from the list

2. Select the permission or click the row

3. Click Delete | confirm the action

   Deleting a permission group will automatically remove the group from any user that is assigned, updates will take effect immediately