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Creating Advanced Permissions

Creating Advanced Permissions

Jun 05, 2019

When creating an or editing an event, you can optionally assign an event status. 

If you haven't created any user roles or assigned permissions to users before, check out User Roles: Approved Statuses, How to add new Role Groups and How to assign permissions to users (Advanced Permissions) before you get started.

In this article we'll go over the different statuses and how to use them to create advanced permissions for your users. We're going to create two types of users for this example, a Spray Technician and a Spray Publisher.

Step-by-step guide

  1. Create the Technician role-group.

  2. For this example we are creating a Spray Technician, so he will need the following Role Group Selections

    1. List Reports

    2. Spray Admin

    3. Spray Report

  3. Under Approved Statuses make the following selections

    1. Active

    2. Confirmed

  4. Save this Role Group


    Next we will create a Spray Publisher

  1. Create the Publisher role-group

  2. Similar to the Spray Technician we just created, our Publisher will need the following Role Group Selections

    1. List Reports

    2. Spray Report

    3. Spray Admin

  3. Under Approved Statuses make the following 

    1. Confirmed

    2. Published

  4. Save this Role Group

    Next we will see how we can use these role groups to create advanced permissions using event statuses.

Now that we have created two role groups, let's take a look at the way their permissions overlap:

Both role groups have the Confirmed status available. This means that both of these roles are able to view and edit events with this status.

Changing the event's status can now be used to restrict events to employees in certain role groups, depending on the status or workflow of the event.

For example, our Spray Technician can create a Spray Plan and set it to Active. When the spray event is created as planned, Spray Technician can change the status to Confirmed. Now both the technician and the publisher are able to see it. Once the publisher has looked it over and confirmed that the spray was executed as planned, and all of the data was correctly entered, she can change the status to Published. When published, the technician will no longer have access to the record of that spray event.

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