Managing user permissions^M

• Create a user group that has permission to read personal data

  Not every user must or should have access to all personal data of customers and staff. Add individual users or user groups to a new user group to grant permission for topics relevant to data protection.

  1. Go to the  Administration tab and select  User administration >   User groups >  New.
  2. Enter a speaking group name.
     Example: Data protection+
  3. Go to the  Permissions tab and tick the "Read" column to activate reading rights. Users without reading rights for a table will not be able to see the data it contains.
     Example: Columns "Accounts: Bank details", Staff: Staff member address, Robinson list
  4. Assign further permissions (new, delete, print, etc.) by ticking the respective columns.
  5. Go to the  Users / Groups tab to assign individual users or user groups with access rights to the selected data.
  6.  Save your input by clicking on the icon in the top left-hand corner of the input window.
• Define read and change rules

  Use read and write authorisations to restrict access to individual records within a permissions group.

  1. Go to the  Administration tab in the function bar and select  Users >  User groups >  Search, then open the user group you want.
  2. Add a Rule to a permission (read, change, etc.) to further restrict access to individual records.
  3.  Save your input by clicking on the icon in the top left-hand corner of the input window.