Permission
- Andrew Aylesbury
Overview
Management of permissions for Roles. Permissions are a means of controlling and regulating access to specific system functions.
This determines what permissions a User will have based on their assigned Role(s).
Manage Permission
This will determine the permissions for all Users who are assigned the Role.
To manage permissions for a User Role
- Select the User Role
- Click Manage Permission
- Manage or configure the required Permission Groups (see below)
- Click Save
Permission Groups
User Role permissions are organised and managed in Groups.
Each of the Permission Groups are described below.
Dashboard
FIELD DESCRIPTIONS
Field | Description |
|---|---|
| Dashboard | Check or Uncheck all permissions for the Dashboard permission Group Display of the Dashboard menu for a User Role is determined in conjunction with the mapping in Configuration > Menu |
| Auto Redirect To Form Submit | After applying the permission, the Dashboard page will not be displayed for the selected User Role, they will instead see the Form submission page when they select the Dashboard menu |
Client
FIELD DESCRIPTIONS
Field | Description |
|---|---|
| Client | Check or Uncheck all permissions for the Client permission Group This menu enables the functions associated with the management (Add/Modify/Delete) of Meshed Workflow Clients |
| View All Clients | Enable or disable viewing of all Clients in the Client List for the selected User Role |
| Add New Client | Enable or disable display of the Add New button for the selected User Role
|
| Modify Existing Client | Enable or disable display of a Client Edit and Delete buttons for the selected User Role
|
Client Users
FIELD DESCRIPTIONS
Field | Description |
|---|---|
| Client Users | Enable or disable display of the Client > Users button for the selected User Role
|
| View All Client Users | Enable or disable viewing of all Client Users in the Client User List for the selected User Role |
| Add New Client User | Enable or disable display of the Add New button for the selected User Role
|
| Modify Existing Client User | Enable or disable display of a Client User Edit, Delete, Password Reset, and Deactivate buttons for the selected User Role
|
Users
FIELD DESCRIPTIONS
Field | Description |
|---|---|
| Users | Enable or disable display of the Configuration > Users menu tab for the selected User Role |
| View All Users | Enable or disable viewing of all Users in the User List for the selected User Role |
| Add New User | Enable or disable display of the Add New button for the selected User Role
|
| Modify Existing User | Enable or disable display of a User Edit, Delete, Password Reset, and Deactivate buttons for the selected User Role
|
Request
FIELD DESCRIPTIONS
Field | Description |
|---|---|
| Request | Check or Uncheck all permissions for the Request permission Group This menu enables the functions associated with the management and tracking of Meshed Workflow Requests Submission of an online form, which has been mapped with the Process using the Process Template, creates a Request which is used to manage and track progress |
| View Requests | Enable or disable viewing of all Requests for the User in the Request List for the selected User Role |
| Manage Request | Enable or disable display of a User Reminder, View Phase, Map User, Active/Inactive and Close buttons for the selected User Role
|
Show All Requests | Enable or disable viewing of all Requests, not only those for the User, for the selected User Role |
| Search Option | Enable or disable display of the Search controls for the selected User Role
|
Modify Submitted Form | Enable or disable display of the Request > Preview Form > Edit Submitted Form button for the selected User Role
Only Users can modify a submitted Request Client Users can not modify a submitted Request |
| Delete Request | Enable or disable display of the Request > Delete button for the selected User Role  |
Add New Request | Enable or disable display of the Add New button for the selected User Role
|
| Modify Existing Request | Enable or disable display of the Request Edit button for the selected User Role
The Edit button enables a user to modify the following for the Request:
|
| View Request Overview | Enable or disable display of the Request > Request Overview button for the selected User Role
|
| Manage Phase | For the Request Overview enable or disable display of the Phase Options menu for the selected User Role
|
| Manage Task | For the Request Overview enable or disable display of the Task Options menu for the selected User Role
For the Request Overview enable or disable editing for the Task Status, Priority, and Due Date for the selected User Role
|
| View Pictorial | Enable or disable display of the Request > Pictorial View button for the selected User Role
|
| Manage Request | For the Pictorial View enable or disable display of the Phase, Task, Sorting, and Edit buttons for the selected User Role
|
Request Users
FIELD DESCRIPTIONS
Field | Description |
|---|---|
| Request Users | Enable or disable display of the Request > Map Users button for the selected User Role
Submission of an online form creates a Request which is used to manage and track progress |
View All Users Involved in Request | Enable or disable viewing of all Users involved in the Request for the selected User Role |
| Manage Users in Request | Enable or disable display of the Save button for the selected User Role
|
Phase
FIELD DESCRIPTIONS
Field | Description |
|---|---|
| Phase | Enable or disable display of the Request > View Phases button for the selected User Role  |
| View All Phases | Enable or disable viewing of all Phases in the Phase List for the selected User Role |
| Add New Phase | Enable or disable display of the Add New button for the selected User Role
|
| Modify Existing Phase | Enable or disable display of a Phase Edit and Delete buttons for the selected User Role
|
Task
FIELD DESCRIPTIONS
Field | Description |
|---|---|
| Task | Enable or disable display of the Request > View Phases > View Tasks button for the selected User Role |
| View All Tasks | Enable or disable viewing of all Tasks in the Task List for the selected User Role |
| Add New Task | Enable or disable display of the Add New button for the selected User Role
|
| Modify Existing Task | Enable or disable display of a Task Edit and Delete buttons for the selected User Role
|
| Modify Due Date | Enable or disable editing for the Task Due Date for the selected User Role Task Due Date editing applies to the following:
|
| View Detail | Enable or disable display of the Dashboard > My Tasks > View Detail button for the selected User Role
|
| View To-Do | Enable or disable display of the To-Do menu for the selected User Role |
| Show All Requests Task | Enable or disable display of other User To-Do Tasks for the selected User Role |
Training
FIELD DESCRIPTIONS
Field | Description |
|---|---|
| Training | Enable or disable display of the Request > View Phases > View Tasks > View Training button for the selected User Role |
| View All Training | Enable or disable viewing of all Training in the Training List for the selected User Role |
| Add New Training | Enable or disable display of the Add New button for the selected User Role
|
| Modify Existing Training | Enable or disable display of a Training Edit and Delete buttons for the selected User Role
|
Calendar
FIELD DESCRIPTIONS
Field | Description |
|---|---|
| Calendar | Check or Uncheck all permissions for the Calendar permission Group Display of the Calendar menu for a User Role is determined in conjunction with the mapping in Configuration > Menu This menu enables the display of Tasks and Training in a Calendar format |
| View Calendar | Enable or disable display of the Tasks for Requests in which the User is involved |
| Show All Requests | Enable or disable display of all Tasks for all Requests |
Role
FIELD DESCRIPTIONS
Field | Description |
|---|---|
| Role | Enable or disable display of the Configuration > Roles menu tab for the selected User Role
|
| View All Roles | Enable or disable viewing of all Roles in the Role List for the selected User Role |
| Add New Role | Enable or disable display of the Add New button for the selected User Role
|
| Modify Existing Role | Enable or disable display of a Role Edit and Delete buttons for the selected User Role
|
Process
FIELD DESCRIPTIONS
Field | Description |
|---|---|
| Process | Check or Uncheck all permissions for the Process permission Group Display of the Process menu for a User Role is determined in conjunction with the mapping in Configuration > Menu This menu enables the functions associated with the management (Add/Modify/Delete) of Meshed Workflow Processes Each Meshed Workflow Process can have one or more Request Templates and each Request Template can have one or more Phases which are further divided into Tasks |
| View All Processes | Enable or disable viewing of all Processes in the Process List for the selected User Role |
| Add New Process | Enable or disable display of the Add New button for the selected User Role
|
Modify Existing Process | Enable or disable display of a Process Edit and Delete buttons for the selected User Role
|
Request Templates
FIELD DESCRIPTIONS
| Field | Description |
|---|---|
| Request Templates | Enable or disable display of the Process > Request Templates button for the selected User Role
This menu enables the functions associated with the management (Add/Modify/Delete) of Request Templates Each Workflow Process can have one or more Request Templates and each Request Template can have one or more Phases which are further divided into Tasks |
| View All Request Templates | Enable or disable viewing of all Request Templates in the Request Templates List for the selected User Role |
| Add New Request Template | Enable or disable display of the Add New button for the selected User Role
|
| Modify Existing Request Template | Enable or disable display of Phase Edit, Delete, Form Mapper, and Publish buttons for the selected User Role
|
View Pictorial | Enable or disable display of the Process > Request Templates > Pictorial View button for the selected User Role
|
| Manage Process | For the Pictorial View enable or disable display of the Phase, Task, Sorting, and Edit buttons for the selected User Role
|
Request Template Users
FIELD DESCRIPTIONS
Field | Description |
|---|---|
| Request Template Users | Enable or disable display of the Process > Request Templates > Map Template Users button for the selected User Role
|
| View All Users Involved in Template | Enable or disable viewing of all Users involved in the Request Template for the selected User Role |
| Manage Users in Template | Enable or disable display of the Save button for the selected User Role
|
Setup Phase
FIELD DESCRIPTIONS
Field | Description |
|---|---|
| Setup Phase | Enable or disable display of the Process > Request Templates > Setup Phases button for the selected User Role |
| View All Phases | Enable or disable viewing of all Phases in the Phase List for the selected User Role |
| Add New Phase | Enable or disable display of the Add New button for the selected User Role
|
| Modify Existing Phase | Enable or disable display of Phase Edit and Delete buttons for the selected User Role
|
Setup Task
FIELD DESCRIPTIONS
Field | Description |
|---|---|
| Setup task | Enable or disable display of the Process > Request Templates > Setup Phases > Setup Tasks button for the selected User Role |
| View All Tasks | Enable or disable viewing of all Tasks in the Task List for the selected User Role |
| Add New Task | Enable or disable display of the Add New button for the selected User Role
|
| Modify Existing Task | Enable or disable display of Task Edit and Delete buttons for the selected User Role
|
Setup Training
FIELD DESCRIPTIONS
Field | Description |
|---|---|
| Setup Training | Enable or disable display of the Process > Request Templates > Setup Phases > Setup Tasks > Setup Training button for the selected User Role |
View All Training | Enable or disable viewing of all Training in the Training List for the selected User Role |
| Add New Training | Enable or disable display of the Add New button for the selected User Role
|
| Modify Existing Training | Enable or disable display of Training Edit and Delete buttons for the selected User Role
|
Email Template
FIELD DESCRIPTIONS
Field | Description |
|---|---|
| Email Template | Enable or disable display of the Configuration > System Email Templates menu tab for the selected User Role |
| View All Email Templates | Enable or disable viewing of all System Email Templates in the System Email Template List for the selected User Role |
| Modify Existing Email Templates | Enable or disable display of a System Email Template Edit button for the selected User Role
|
Workflow Email Template
FIELD DESCRIPTIONS
Field | Description |
|---|---|
| Workflow Email Template | Enable or disable display of the Configuration > Workflow Email Templates menu tab for the selected User Role |
| Manage Workflow Email Templates | Enable or disable display of the Add New button for the selected User Role
Enable or disable display of a Workflow Email Template Edit and Delete buttons for the selected User Role
|
Form
FIELD DESCRIPTIONS
Field | Description |
|---|---|
| Form | Check or Uncheck all permissions for the Online Forms permission Group Display of the Online Forms menu for a User Role is determined in conjunction with the mapping in Configuration > Menu This menu enables the functions associated with the management (Add/Modify/Delete) of Meshed Workflow Forms |
| View Form Builder | Enable or disable viewing of all Online Forms in the Online Form List for the selected User Role |
| Manage Forms | Enable or disable display of multiple Online From management buttons for the selected User Role |
| Preview Forms | Enable or disable display of the Online Form Preview button for the selected User Role
|
View Submitted Forms | Enable or disable display of the Online Form View Submitted Forms button for the selected User Role
|
Requests Report
FIELD DESCRIPTIONS
Field | Description |
|---|---|
| Requests Report | Enable or disable display of the Configuration > Request Report menu tab for the selected User Role Display of the Configuration menu for a User Role is determined in conjunction with the mapping in Configuration > Menu |
| View Report | Enable or disable display of the Request Report for the selected User Role |
Form Template
FIELD DESCRIPTIONS
Field | Description |
|---|---|
| Form Template | Enable or disable display of the Online Forms > Form Template List menu for the selected User Role Display of the Online Forms menu for a User Role is determined in conjunction with the mapping in Configuration > Menu |
| View All Form Templates | Enable or disable viewing of all Form Templates in the Form Template List for the selected User Role |
| Manage Form Templates | Enable or disable display of the Add New button for the selected User Role
Enable or disable display of a Form Template Edit, Disable, and Delete buttons for the selected User Role
|
Form Email Template
FIELD DESCRIPTIONS
Field | Description |
|---|---|
| Form Email Template | Enable or disable display of the Online Forms > Form Email Template menu for the selected User Role |
| View Form Email Templates | Enable or disable display of the Add New button for the selected User Role
Enable or disable display of a Form Email Template Edit, Disable, and Delete buttons for the selected User Role
|
Public Holiday
FIELD DESCRIPTIONS
Field | Description |
|---|---|
| Public Holiday | Enable or disable display of the Configuration > Public Holiday menu tab for the selected User Role This menu enables the functions associated with the management of Public Holiday information used in Meshed Workflow Display of the Configuration menu for a User Role is determined in conjunction with the mapping in Configuration > Menu |
| View All Public Holidays | Enable or disable viewing of all Public Holidays in the Public Holiday List for the selected User Role |
| Add New Public Holiday | Enable or disable display of the Add New button for the selected User Role
|
| Modify Existing Public Holiday | Enable or disable display of a Public Holiday Edit and Delete buttons for the selected User Role
|
Reports
FIELD DESCRIPTIONS
Field | Description |
|---|---|
| Reports | Check or Uncheck all permissions for the Reports permission Group Display of the Reports menu for a User Role is determined in conjunction with the mapping in Configuration > Menu This menu enables the functions associated with the management (Add/Modify/Delete) and viewing of Meshed Workflow Reports |
| View All Reports | Enable or disable viewing of all Reports in the Report List for the selected User Role |
| Add New Report | Enable or disable display of the Add New button for the selected User Role
|
| Modify Existing Report | Enable or disable display of a Report Edit and Delete buttons for the selected User Role
|
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