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Table Permissions are maintained through the System Setup menu, a product feature available only to the organisation's system administrators. For those organisation’s using the Enterprise Version of the product you have two additional table permissions available that apply with references and notes.

Identifying table permissions

Table permissions are identified with either a tick or a cross. Refer to the following key for table permissions.

Open	A Green tick confirms that permission has been granted to either Create, Update, Read, Delete, Documents, Reference or Notes record actions.
Open	A red cross confirms that permission has not been granted to either Create, Update, Read, Delete, Documents, Reference or Notes record actions.

UI Menu configuration

It's important to highlight that the menu structure shown in the UI is shaped by the table permissions set for the user role. As seen in the two examples below, the menu structure for the custom user role on the right shows fewer main menu options when compared to the one on the left.

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Menu Structure associated with a user role delivered within the product, example User/Super User

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Menu Structure associated with a custom user role : to note the clients menu lists a combination of client & employee sub menu functions

 

Establishing a Table Permission

To proceed with establishing table permissions for a user role follow these steps:

1. Subject to you user role, select the System Setup menu to open the system settings page into a new browser tab.

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2. From the Manage menu open and scroll down to and click the user role sub-menu to display the User Roles page.

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3. Click the Table Permissions tab.
   
   

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4. Select the User Role from the drop down list against which the table permissions will be specified.

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5. Either scroll through table listing or input the full or partial name of the individual table that the permissions are to be assigned against.
   
   

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   To grant permission to the relevant record action(s), click the .

   To grant permission to all listed record actions for the table, double click the table name.
   
   

6. Repeat step 5 until you have completed the assignment of all record permissions for the user role.

Remove a Table Permission

To proceed with removing a table permissions for a user role follow these steps:

1. Observe steps 1 - 5 as outlined under Establishing a Table Permission.

2. To remove a record permission click the , to revert the permission back to the default of .