Permissions (Contact)

Owned by Olesya Tantsyura
Last updated: Sept 26, 2024
3 min read

Here, you select the Roles and their rights regarding this Contact.

It consists of the following elements:

  1. Creation tool (Fig. 1(1));

  2. Refresh button (Fig. 1(2));

  3. Registry (Fig. 1(3));

  4. Pagination (Fig. 1(4)).

Permissions (Contact).png
Fig. 1. Permissions tab

The following Users/Roles get into the registry entries when creating a Contact:

  1. There are no entries in the Managed by records tab of the contacts section — only the User who created the Contact.

  2. There are entries on the Managed by records tab of the contacts section: 

    •  the User who created the Contact:

    • those Grantees are listed on the Managed by records tab of the contacts section for which the Grantor is the creator of the Contact. All the Roles of the User who created the Contact and the User himself are considered Grantor.

The entered Roles and their rights concerning this Contact are used when  Managed by records is enabled on the Objects page (switch in the On position) in the contacts entry.

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 Add grantee modal window opens (Fig. 2). The Grantee drop-down list contains a list of all Roles and Users.

To quickly find the desired User or Role, you can use the Grantee 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:

— a User;

— 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 () closes the modal window without adding entries to the registry.

Fig. 2. Add 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.

The User who created the Contact has the Allow with delegation access option for all actions.

1.2. 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