# Authorization

### U**sage**

Use the authorization lock to:

* Grant or restrict access to specified Modules or functions.
* Set custom permissions for specific users or groups.

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### **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 - U**ser 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:

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Authorization - Basic</strong></td><td>Learn how to set user permissions effectively with step-by-step guidance for individual or group settings.</td><td><a href="https://community.inistate.com/t/authorization-user-permission-setting/135">https://community.inistate.com/t/authorization-user-permission-setting/135</a></td></tr><tr><td><strong>Authorization - Advanced</strong></td><td>Explore advanced user permission settings including detailed listing and configuration options.</td><td><a href="https://community.inistate.com/t/authorization-v2-user-permission-setting-listing/458">https://community.inistate.com/t/authorization-v2-user-permission-setting-listing/458</a></td></tr></tbody></table>