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Create a Portal Permission

Thu, 2011-03-24 15:45 — jcarr

To Create a Portal Permission that refers to a user’s specified level of access rights to the system functionality, follow the steps below

Navigation

By default, you will be in Search Mode.

  1. Click on New icon   (you will then be in Insert Mode).
  2. Enter the new Portal Permission information.  Fields with an asterisk  are mandatory fields.
  3. Enter the ID (numeric value), select the Language, and enter a brief Description of the Portal Permission being created.
  4. Active: If false, this cannot be selected in new transactions.

  5. Select the Scope from the drop-down menu.   

  6. Select the Source from the drop-down menu

  7. Has Read: If false, this cannot be selected in new transaction.   

  8. Has Insert: If false, this cannot be selected in new transaction. 

  9. Has Update: If false, this cannot be selected in new transaction.

  10. Has Delete: If false, this cannot be selected in new transaction.

  11. Click on Save and Return icon   in order to save individual features or  Save and Propagate Changes icon  in order to save parent and child access rights.  The Function window will close.

Click on Save icon  at the bottom of the screen to save your new Portal Permission.
A window will appear to confirm your Portal Permission has been created.