Assign Permissions to System Roles

On the Permissions tab, you can grant rights to related pieces of functionality. Permissions are collections of tasks and features that are necessary to perform actions such as adding a constituent. They can include access to items such as forms, lists, queries, and other items as necessary.

Permissions allow you to simultaneously grant rights to a multiple tasks and features instead of granting rights to individual forms, lists, and other items one at a time on the Tasks and Features tabs. They are designed to allow you to easily assign rights to related tasks that groups of users are likely to need.

Permissions are grouped into categories based on functional areas in the program such as Administration and Events, and you can grant rights to entire categories as well as to individual permissions.

After you assign permissions to a system role, you can access them through the Permissions tab to view the tasks and features included with the permission. On the permission record, the Features tab lists the forms, tasks, reports, and other items that are included with the permission. The System Roles tab lists all the system roles that the permission is assigned to.

  1. From a system role, select the Permissions tab. All permissions assigned to the role appear in the grid.

  2. Select Assign permissions. The Assign Permissions screen appears.

  3. Under Categories, a hierarchy of permissions appear in folders that are organized based on functional areas in the program. When you select a folder, individual permissions appear under Permissions, and when you select a permission, a description appears under Permission details.

    • To grant rights to all permissions in a folder, select it and select Grant above Categories.

      Note: When you grant rights to an entire folder, related permissions in other folders may also be granted.

    • To grant rights to a particular permission, select it and select Grant above Permissions.

  4. Select Save. You return to the Permissions tab where your selections appear.