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1. Description
Here you select the Roles and their rights regarding this Calendar.
It consists of the following elements:
- Creation tool (Fig.1(1));
- Refresh button (Fig.1(2));
- Registry (Fig.1(3));
- Pagination (Fig.1(4)).
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Fig. 1. Permissions tab
The following Users/Roles get into the registry entries when creating a Calendar:
- There are no entries in the Managed by records tab of the
calendars
section - only the User who created the Calendar. - There are entries on the Managed by records tab of the
calendars
section:- the User who created the Calendar:
- those Grantees are listed on the Managed by records tab of the
calendars
section for which the Grantor is the creator of the Calendar. All the Roles of the User who created the Calendar and the User himself are considered Grantor.
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The entered Roles and their rights concerning this Calendar are used when Managed by records is enabled on the Objects page (switch in the On position) in the |
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The Permissions tab shows only the Roles and Users that you can view. If you do not have permission to view other Users, you will only see yourself and your Roles on the Permissions tab, if they are configured there. |
1.1. Creation tool
Use the add button (Fig.1(1)) to add a Role. When you click the add button, the New grantee modal window opens (Fig. 2). The Role drop-down list contains a list of all Roles and Users.
To quickly find the desired User or Role, you can use the Role field as a search field: enter the name of the User or Role you are looking for, and only Users or Roles containing the entered expression will be displayed.
You can distinguish a User from a Role by icons:
Image Removed Image Added - a User;
Image Removed Image Added - a Role.
Clicking on a particular Role or User selects it. The Add button adds the selected Role/User to the registry entries. Clicking the Close button closes the modal window without adding entries to the registry. Clicking the close button (Image RemovedImage Added) closes the modal window without adding entries to the registry.
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Fig. 2. New grantee modal window
The added Role, or User, has the following configuration:
- Read - Allow;
- Edit - Forbidden;
- Delete - Forbidden.
These can be changed by selecting the required value in the column's drop-down list.
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The User who created the Calendar has the Allow with delegation access option for all actions. |
1.2. Refresh button
(Fig.1 (2)). Include Page Refresh button Refresh button
1.3. Registry
Consists of a set of fields:
- Name - the name of the Role or User;
- Read - drop-down list with permissions to read.;
- Edit - drop-down list with permissions to edit.
- Delete - drop-down list with permissions to delete;
Removal tool - removes the entry.
Permission options:
- Allow - the action is allowed;
- Allow with delegation - itself has permission and can grant such permission to others;
- Forbidden - the action is forbidden.
1.4. Pagination
Include Page Pagination Pagination
2. Opportunities
2.1. Add a Role or User to the list of those who have access to the Calendar
Goal | Add a Role that will have access to the Calendar |
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Preconditions |
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Steps |
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Result | The modal window closes. The entry has been added to the registry. |
2.2. Remove a Role or User from the list of those who have access to the Calendar
Goal | Remove the Role that has access to the Calendar |
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Preconditions |
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Steps |
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Result | The Role has been removed from the registry. |
2.3. Change action permission from Role to Calendar
Goal | Change action permission |
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Preconditions |
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Steps |
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Result | Data saved. |
Table of Contents |
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