Permissions (tab on Document Types)

The Permissions tab enables you to check and set authorizations for the selected user on the selected document type.

The tab can be accessed from PANTHEON forms in Document Types.

The form is made up of certain panels and elements, which are described below.

1. Permissions filter

2. Users list

A list of all users in the database, who can set permissions on the selected document type. Clicking on the desired user displays the currently set rights on the selected document type. 

3. Authorizations tree

Displays the name of the selected document type and the name of authorization.

HINT The document name is preceded by a permission icon, which is set on the right side. Each type of permission has its own icon: ​ - None  ​ - Read   - Write   - Delete

4. Menu permissions

Displays permissions for the menu of the selected user. 

A detailed description of the elements and features of this section on the form is described in section Permissions on the individual user panel in Users.

WARNING Copying menu permissions can only be carried out on the Users panel. Read more in the chapter Menu.

5. Document permissions management console

Permissions management console allows you to set permissions on a document type for a selected user or copy rights from another user. 

A detailed description of the elements and features on the form is described in the chapter Permissions on the individual user panel in Users.

Defined

If checked (), the authorization status is defined, which means that some basic permissions have already been set.

6. Permissions tabs

On the Permissions tab, there are three subtabs:

• Status – defines which statuses the user can use on the selected document type.
• Confirm Documents – defines whether the user can confirm the documents on selected document type.
• Edit Confirmed Documents – defines whether the user can edit confirmed documents on selected document type.