Creating Access Profile
The access profile organizes the user's rights and permissions in the system, particularly the authorization to search for records or to record and delete information.
After authenticating the user, the access definition process consults the permissions and rights related to the user's access profile. Thus, it defines what can or cannot be done in the system.
It is possible to perform different actions, such as adding, changing, and deleting an access profile.
- Access the functionality through navigation in the Navigation Menu > Access and Permission > Access Profile;
- Insert the name of the new profile or search for an existing one, in the Search tab;
- To include the permission in the user profile, select the available action fields (Search, Save, and Delete) for each feature presented. Note that permissions can be associated with more specific levels of some functionality. To do this, click on the + sign to access more specific items;
✅ Rule: When selecting a field of action at a higher level, all subordinates to it in the structure will be equally marked or deselected.
4. Also, indicate whether the user profile will allow access to the system, through login, and password;
5. If you use the functionalities of Work Order or Invoice, make the appointments to authorize access to the user profile to certain situations of Work Order or Invoice;
6. Click on "Save".