Minimum Version Required: 22.01
Steps
How to manage Users, Roles, and Permissions
Using Universal Search navigate to the Users table filter to the User you are interested in
To see what Permissions that User has click on the Role assigned to that User
Once you are viewing that Role click Subtables and select Roles Permissions. Any user assigned to this role has all of the permissions associated with that role.
If a User is assigned individual permission outside of their role, click Subtables while viewing their User record.
Select the Users Permissions subtable. The permissions listed also apply to the User.
How to see what Permissions are needed to view specific Table and Fields
Products Table Example:
Using Universal Search navigate to the Products table
Click Subtables and select Products Table Definitions: you can now see the View Permission, Add Permission or Delete Permission for a user to View, Add or Delete Product Records
Click the arrow to expand the Table Fields Subtable: you can now see the View and Edit Permissions needed for a user to View or Edit the specific fields on a Product Record
How to inactivate a user to remove access
Using Universal Search navigate to the Users table
Search for and find the user to inactivate/remove access from
Change the 'Active' field on that user record to 'False'
See also Removing access or deleting a user
Fields And Definitions
Full Name: User's full name or descriptive name.
User name: This is what the user uses for logging in along with their password.
Role: Each user has a role, which determines the permissions that a user has. A user can only have one role.
User Type: User Types determines whether the user can see data for all customers, for all customers in a chain or for a single customer.
Roles Permissions: Permissions that apply to all Users assigned to the Role
Users Permissions: Permissions that apply specifically to a single user, in addition to their Roles Permissions.
Best Practices
Watch the Users, Permissions, and Roles webinar.