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

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 Display of the Client 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 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 This enables the functions associated with the management (Add/Modify/Delete) of Client Users Display of the Client menu for a User Role is determined in conjunction with the mapping in Configuration > Menu
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 This menu tab enables the functions associated with the management (Add/Modify/Delete) of Users Display of the Configuration menu for a User Role is determined in conjunction with the mapping in Configuration > Menu
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 Display of the Request menu for a User Role is determined in conjunction with the mapping in Configuration > Menu 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: Name Start date End Date Notification options
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

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 This enables the functions associated with the management and tracking progress of Phases for a Request Display of the Request menu for a User Role is determined in conjunction with the mapping in Configuration > Menu
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 This enables the functions associated with the management and tracking progress of Tasks for a Request Phase Display of the Request menu for a User Role is determined in conjunction with the mapping in Configuration > Menu
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: Modify Existing Task Request Overview Pictorial View
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 This enables the functions associated with the management and tracking progress of Training for a Request Phase Task Display of the Request menu for a User Role is determined in conjunction with the mapping in Configuration > Menu
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

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 This menu tab enables the functions associated with the management (Add/Modify/Delete) of User Roles Display of the Configuration menu for a User Role is determined in conjunction with the mapping in Configuration > Menu
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

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 This enables the functions associated with the management (Add/Modify/Delete) of Phases Display of the Process menu for a User Role is determined in conjunction with the mapping in Configuration > Menu
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 This enables the functions associated with the management (Add/Modify/Delete) of Tasks Display of the Process menu for a User Role is determined in conjunction with the mapping in Configuration > Menu
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 This enables the functions associated with the management (Add/Modify/Delete) of Training Display of the Process menu for a User Role is determined in conjunction with the mapping in Configuration > Menu
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 This menu tab enables the functions associated with the management (Add/Modify/Delete) of System Email Templates used in Meshed Workflow for system generated emails Display of the Configuration menu for a User Role is determined in conjunction with the mapping in Configuration > Menu
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

Field

Description

Email Template

Enable or disable display of the Configuration > System Email Templates menu tab for the selected User Role

This menu tab enables the functions associated with the management (Add/Modify/Delete) of System Email Templates used in Meshed Workflow for system generated emails

Display of the Configuration menu for a User Role is determined in conjunction with the mapping in Configuration > Menu

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 This menu tab enables the functions associated with the management (Add/Modify/Delete) of Workflow Email Templates Display of the Configuration menu for a User Role is determined in conjunction with the mapping in Configuration > Menu
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

Field

Description

Workflow Email Template

Enable or disable display of the Configuration > Workflow Email Templates menu tab for the selected User Role

This menu tab enables the functions associated with the management (Add/Modify/Delete) of Workflow Email Templates

Display of the Configuration menu for a User Role is determined in conjunction with the mapping in Configuration > Menu

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

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

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 This menu enables the functions associated with the management (Add/Modify/Delete) of Form Email Templates Display of the Online Forms menu for a User Role is determined in conjunction with the mapping in Configuration > Menu
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

Field

Description

Form Email Template

Enable or disable display of the Online Forms > Form Email Template menu for the selected User Role

This menu enables the functions associated with the management (Add/Modify/Delete) of Form Email Templates

Display of the Online Forms menu for a User Role is determined in conjunction with the mapping in Configuration > Menu

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

Overview

Manage Permission

Permission Groups

Dashboard

FIELD DESCRIPTIONS

Client

FIELD DESCRIPTIONS

Client Users

FIELD DESCRIPTIONS

Users

FIELD DESCRIPTIONS

Request

FIELD DESCRIPTIONS

Request Users

FIELD DESCRIPTIONS

Phase

FIELD DESCRIPTIONS

Task

FIELD DESCRIPTIONS

Training

FIELD DESCRIPTIONS

Calendar

FIELD DESCRIPTIONS

Role

FIELD DESCRIPTIONS

Process

FIELD DESCRIPTIONS

Request Templates

FIELD DESCRIPTIONS

Request Template Users

FIELD DESCRIPTIONS

Setup Phase

FIELD DESCRIPTIONS

Setup Task

FIELD DESCRIPTIONS

Setup Training

FIELD DESCRIPTIONS

Email Template

FIELD DESCRIPTIONS

Workflow Email Template

FIELD DESCRIPTIONS

Form

FIELD DESCRIPTIONS

Requests Report

FIELD DESCRIPTIONS

Form Template

FIELD DESCRIPTIONS

Form Email Template

FIELD DESCRIPTIONS

Public Holiday

FIELD DESCRIPTIONS

Reports

FIELD DESCRIPTIONS

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