Permission System

Understand and configure granular user permissions to control access to various system features and modules.

Before You Start

Make sure you have:

  • Administrator permissions
  • Understanding of your organization's security needs
  • Clear definition of user responsibilities
  • Role structure established

Permission System

The Permission System provides granular access control to various system features and modules. It enables administrators to define exactly what actions users can perform, ensuring security and proper access control throughout the organization.

Understanding Permissions

Permission Types

  • View: Read-only access to data
  • Create: Ability to create new items
  • Edit: Modify existing items
  • Delete: Remove items
  • Change Status: Modify status fields
  • Export: Download data and reports

Permission Categories

Dashboard Permissions

  • Dashboard Access: Access to dashboard features
  • Dashboard Exports: Export dashboard data
  • Dashboard Configuration: Configure dashboard settings

User Management Permissions

  • View Users: View user information
  • Create Users: Create new users
  • Edit Users: Modify existing users
  • Delete Users: Remove users
  • Change User Status: Modify user status
  • Update User Password: Reset user passwords
  • Archive Users: Move users to archive

User Group Permissions

  • View User Groups: View group information
  • Create User Groups: Create new groups
  • Edit User Groups: Modify existing groups
  • Delete User Groups: Remove groups
  • Change Group Status: Modify group status

Role Permissions

  • View Roles: View role information
  • Create Roles: Create new roles
  • Edit Roles: Modify existing roles
  • Delete Roles: Remove roles

Site Management Permissions

  • View Sites: View site information
  • Create Sites: Create new sites
  • Edit Sites: Modify existing sites
  • Delete Sites: Remove sites
  • Change Site Status: Modify site status

Site Group Permissions

  • View Site Groups: View site group information
  • Create Site Groups: Create new site groups
  • Edit Site Groups: Modify existing site groups
  • Delete Site Groups: Remove site groups

Template Management Permissions

  • View Templates: View template information
  • Create Templates: Create new templates
  • Edit Templates: Modify existing templates
  • Delete Templates: Remove templates
  • Publish Templates: Publish templates for use

Inspection Permissions

  • View Inspections: View inspection information
  • Create Inspections: Create new inspections
  • Edit Inspections: Modify existing inspections
  • Delete Inspections: Remove inspections
  • Execute Inspections: Perform field inspections

Task Management Permissions

  • View Tasks: View task information
  • Create Tasks: Create new tasks
  • Edit Tasks: Modify existing tasks
  • Delete Tasks: Remove tasks
  • Assign Tasks: Assign tasks to users

Resource Management Permissions

  • View Resources: View resource information
  • Create Resources: Create new resources
  • Edit Resources: Modify existing resources
  • Delete Resources: Remove resources
  • Manage Resource Types: Manage resource type configurations

Issue Management Permissions

  • View Issues: View issue information
  • Create Issues: Create new issues
  • Edit Issues: Modify existing issues
  • Delete Issues: Remove issues
  • Resolve Issues: Mark issues as resolved

Workflow Permissions

  • View Workflows: View workflow information
  • Create Workflows: Create new workflows
  • Edit Workflows: Modify existing workflows
  • Delete Workflows: Remove workflows
  • Execute Workflows: Trigger workflow execution

Organization Permissions

  • View Organization Settings: View organization configuration
  • Edit Organization Settings: Modify organization settings
  • Manage API Keys: Manage organization API keys
  • Configure Notifications: Configure notification settings

SMS Settings Permissions

  • View SMS Settings: View SMS configuration
  • Edit SMS Settings: Modify SMS configuration
  • Test SMS Settings: Test SMS functionality

Permission Management

Permission Assignment

  • Select All: Assign all permissions at once
  • Category Selection: Assign permissions by category
  • Individual Selection: Assign specific permissions
  • Permission Validation: Ensure valid permissions

Permission Organization

  • Module-based: Organize permissions by module
  • Category-based: Group permissions by category
  • Hierarchical: Organize permissions hierarchically
  • Searchable: Search permissions by name

Checking User Permissions

Admin View

  • User Permissions: User permissions are visible in user details
  • Role Assignments: Role assignments show inherited permissions
  • Direct Permissions: Direct permissions are listed separately
  • Permission Summary: Complete permission overview

User Experience

  • Feature Visibility: Users only see features they have permission to access
  • Unauthorized Actions: Unauthorized actions are hidden or disabled
  • Access Control: Granular access control throughout the system

Permission Inheritance

Role-based Inheritance

  • Role Permissions: Users inherit permissions from their assigned roles
  • Permission Override: Direct permissions can override role permissions
  • Inheritance Chain: Clear permission inheritance chain

Best Practices

Permission Design

  • Principle of Least Privilege: Grant minimum necessary permissions
  • Role-based Design: Design permissions around user roles
  • Regular Reviews: Regularly review and update permissions
  • Documentation: Document permission assignments and purposes

Security Considerations

  • Access Control: Implement proper access controls
  • Permission Auditing: Regularly audit permission assignments
  • Security Logging: Log permission-related activities
  • Change Management: Manage permission changes carefully

Troubleshooting

Common Issues

  • Permission Problems: Check user role assignments
  • Access Issues: Verify user permissions

Debugging Steps

  • Check Assignments: Review user role and group assignments
  • Verify Permissions: Confirm user permissions
  • Test Access: Test user access to specific features

Important Notes

  • • Follow the principle of least privilege
  • • Permission changes affect all users with that role
  • • Regularly audit and review permission assignments

Quick Reference

  • • Grant only necessary permissions to each role
  • • Organize permissions by category for easier management
  • • Regularly review and update permission assignments
  • • Document permission purposes and assignments
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