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Painel

The platform will perform validations before deleting the group. For example, if the group to be deleted is assigned as an approver of some document, the group cannot be deleted until all of its pending issues are resolved. Similarly, the group’s users may lose access to documents or processes in which permissions had been set by the group, in which case the administrator must individually set permissions in other groups or roles.



Group permissions 

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Permissions can be directly associated to the group or associated with that group’s roles.

Access permissions 

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The permission options presented depend on the feature type. For more details, see the Permissions documentation.

01. In the main menu, click Control Panel, check the People group and click Groups.

02. Select the group you want to change.

03. Click Edit.

04. In the Permissions section, click Manage permissions.

Painel

A screen will open containing all the features released for the group. It is possible to add other permissions, check details or manage them.



Add permission 

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01. Access the group’s permissions screen, as presented in the Groups item.

02. Press the Add button.

Painel

The available feature categories will be displayed in menu order. Search or filter can be used to make it easier to find information.

03. Find the category for which you wish to define permissions and click the button Image Added to expand the features.

04. Find the desired feature and click the button Image Added to access the permission options.

05. Check the permission options that must be applied to the group.

06. Click Finish to apply the permissions in the feature.

07. Click Finish to conclude permission management for the group in question.


Query permission details 

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01. Access the group’s permissions screen, as presented in the Groups item.

02. In the listing, locate the feature for which you want to view the specification.

03. Click the button Image Added in the Actions column.



Manage permissions 

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01. Access the group’s permissions screen, as presented in the Groups item.

02. In the listing, locate the feature for which you want to make changes.

03. Click the button Image Added in the Actions column.

04. Modify permission options as needed.

05. Click Finish to save the changes.



Delete permissions 

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01. Access the group’s permissions screen, as presented in the Groups item.

02. In the listing, locate the feature for which you want to make changes.

03. Click the button Image Added in the Actions column.

04. Click Finish to save the changes.


Informações
titlePlease note!

This documentation is valid from the 1.67.5 1 Crystal Lake update - Liquid. If you use a previous update, it may contain information different from what you see on your platform.