Create Permissions

If you upgraded from a previous version of the system, the existing permissions are set to Other by default. You might need to edit each permission to apply a new permission type.

About this task

Before you begin you need to know the following information:

Field

Description

Permission ID

Permission ID for the permission you are creating. Permission ID is the name of the business process, XSLT document, Web template, or resource for which you are setting the permission. Include the extension for the resource after the ID. Required.

Permission IDs:
  • They must be unique.
  • They are case-sensitive.
  • The permission ID must match the name of the business process, XSLT document, Web template, or resource. If the permission ID and the name of the resource do not match exactly, you cannot lock down the resource.

Permission Name

Name of the permission you are creating. Required.

A permission name must be unique. Permission names are case-sensitive, for example "Any document" and "Any Document" are two different permission names.

Permission Type
Permission type of the permission you are creating. Required. Permission types include:
  • UI – Allows access to specific menu items in the interface.
  • Mailbox – Allows access to specific mailboxes in the system.
  • Template – Allows access to specific Web templates.
  • BP – Allows access to specific business processes.
  • Tracking – Allows access to specific document tracking options.
  • Community – Allows access to specific community management options.
  • Web Service
  • Service
  • eInvoicing
  • Other – Allows access to resources that are not identified by one of the preceding types.

To create a permission:

Procedure

  1. From the Administration Menu, select Accounts > Permissions.
  2. Next to Create a new Permission, click Go!
  3. In the Permissions page, enter the Permission ID.
  4. Enter the Permission Name.
  5. Select the Permission Type.
  6. Click Next.
  7. Review the permission settings.
  8. Click Finish.