Procedures

5:00

Define a User’s Permissions

This topic describes how to assign and manage User permissions. For a complete list of User permissions and descriptions, see the reference topic User Permissions

There are two options for assigning User permissions in Q360, which are cumulative for the User:

• Group permission is the preferred method because it grants Users access to all the per-designated permissions based on roles and required access in the system
• Individual User Permissions are typically granted to Users who require a special kind of access outside of the User role that is not specified in the Group Permissions

To assign Group Permission for a User, complete the following steps:

1. Go to Maintenance > User Maintenance and open a User ID record
2. Click the Permissions tab and then the Group Memberships sub tab
3. Click the EDIT icon
4. In the Group Membership grid, check the box(es) corresponding to the Group Permissions you want to assign the User based on the Company roles of this User
5. Click the SAVE icon. Upon saving, the User Permissions grid highlights the corresponding Group Permissions in green. Blue highlighting indicates that the Permission is automatically granted for a User with an ADMIN Type USERID.

Note: There are permissions that are exceptions to the rule, and must be assigned explicitly on a User-by-User basis, and not inherited by a Group, nor by the ADMIN User Type

To assign an individual Permission for a User, complete the following steps:

1. Go to Maintenance > User Maintenance and open a User ID record
2. Click the Permissions tab, then the User Perms sub tab
3. In the User Permissions grid, check the corresponding View, Create, Edit, or Exec checkboxes for the Permissions you want to grant the User
4. Click the SAVE icon