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Permission Quick Edit

114 bytes added, 15:44, 11 October 2017
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After clicking on the link, the Permission Quick Edit matrix page is displayed.
 
Tabs along the top show the [[Field Permissions|permission conditions]] specific to the entity.
 
Custom fields are listed on the left hand side.
 
The options for the [[Field Permissions|permission conditions]] are listed along the top (e.g. if condition is Role Security then you will see list of roles along the top; if condition is Category Type Security then you will see list of org categories along the top).
* Click on the tab along the top for the [[Field Permissions|permission condition]] you wish to view or update.
* Custom fields are listed on the left hand side, while the options for the [[Field Permissions|permission conditions]] are listed along the top (e.g. if condition is Role Security then you will see list of roles along the top; if condition is Category Type Security then you will see list of org categories along the top).
* Select appropriate option from the '''Permissions & Availability''' drop-down for the [[Field Permissions|field permission]] you wish to view or update.
* The check boxes should display the actual permissions set for each custom field and can be checked . or unchecked as required.
* Click on the Apply button to save any changes made.
* Settings should now be applied against individual Custom Fields.
* Click Edit icon to the far left to navigate to an individual custom field.
Smartstaff, administrator
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