Creating Profile Access
1 min
The profile access defines which rights and permissions the user have in the system.
After authenticate the user, the process definition of certain access determines what he/she can do in the system.
This feature provides a variety of actions, such as including, changing, and deleting a profile access.
Procedure
- Access the Profile Access functionality through the main menu Access and Permission > Access Profile;
- Enter the name of the profile you want to search, in the search tab;
- Click and select the action fields (Search, Save and Delete) of each functionality. When determine the type of access profile, selecting/deselecting a checkbox, all checkboxes subordinate to this in the structure are also selected/deselected in cascade;
- Configure the System Access actions (define whether the profile will have access to the system from the portal), Access by situation of the Work Order (select the WO status that the profile will have access to) and Access by invoice status (select the invoice status that the profile will have access to);
- Click on "Save".