Authorization
Authorization is a lock setting that allows you to manage user permissions. It is represented by a Lock icon in the Studio of an Inistate workspace.
Usage
Use the authorization lock to:
Grant or restrict access to specified Modules or functions.
Set custom permissions for specific users or groups.
Authorization Categories
Permission Sections
You can set permissions for the following categories:
Category
Description
Options
Basic
Default permissions for standard actions.
Default (Create + Edit + View), Create, Edit, View
Activity
Control access to specific system actions.
User-defined activity permissions.
Module
Grant or restrict access to individual modules.
Module-specific permissions.
Listing
Define visibility and access rules for record listings, ensuring user sees only relevant data.
Custom listing conditions and rules.
Access - User Permission Setting
The Access window provides a user-friendly interface for assigning and managing permissions for specific pages or functions in the system. It allows you to grant or restrict access for individual users, profiles, or groups, ensuring fine-grained control over accessibility.
Key Features of the Access Window
Feature
Description
User Search
Quickly locate and select users or groups with the integrated search bar.
Profile Module
Assign permissions to pre-created roles like "HR Manager" or "Admin".
Fine-Grained Control
Use the checkboxes to dynamically adjust accessibility for selected users.
Guest/Everyone Access
Temporarily grant access to guests or universally to everyone in the workspace.
User and Profile Access Management
Action
Description
Use the Search Bar
Select specific users or profiles from the list using the integrated search functionality.
Users
Registered users can be identified by their email or name for personalized permission assignments.
Profiles
Assign permissions to groups or roles (e.g., "Staff - Admin" or "Sales Director").
Guest
Grant temporary access to guest users for limited or specific functions.
Everyone
Allow universal access to all users in the workspace for broad permissions.
Tick Checkboxes
Enable accessibility for the selected users or profiles by marking the checkboxes.
Untick Checkboxes
Restrict or remove accessibility for specific users or profiles by unmarking the checkboxes.
Pro Tips
Use Basic permissions for simple user access management.
For complex permission settings, leverage the User Role Profile Module for efficient group-based authorization management.
For more details on setting the Authorization, click below:
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