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.