Add Permission Set
Create Custom Permissions: The Add Permission Set Function
As an administrator, you can craft permission sets tailored to your organization's specific needs. These permission sets define the level of access users will have within the Simple Touch control panel. Let's explore how to add new permission sets:
Introducing the "Add Permission Set" Button:
Locate the "Add Permission Set" button, typically positioned conveniently in the top right corner of the screen displaying existing permission sets (Optional: Include a screenshot of Screen 1 here for reference). Clicking on this button initiates the permission set creation process.
The Permission Set Editor:
Clicking "Add Permission Set" ushers you into the permission set editor screen (Optional: Include a screenshot of Screen 2 here for reference). This is your design studio for crafting the functionalities users within this permission set will have access to. Here's what you can define:
- Permission Set Code: Assign a unique code for easy identification within the system.
- Multilingual Names: Provide a clear and descriptive name for the permission set in both languages, ensuring everyone within your organization understands its purpose.
- Description (Optional): Craft a concise description outlining the specific functionalities users with this permission set will be able to access.
- Activation Status: Choose to activate the permission set, granting access to users assigned to it, or deactivate it to temporarily suspend access.
Assigning Granular Access: The Permission Tree in Action
Once you've defined the core details of your permission set (code, names, description), it's time to determine the specific functionalities users within that set can access. Here's how to leverage the "Assign Permission" button and the permission tree:
Unlocking the Permission Landscape:
Locate the "Assign Permission" button, typically positioned conveniently in the bottom right corner of the permission set editor screen. Clicking on this button reveals the intricate structure that governs user access within the control panel: the permission tree.
Visualizing Control: The Permission Tree
The permission tree, as depicted in Screen, offers a clear and organized view of all the functionalities and access levels within the control panel. Imagine a branching network, with categories like "Brand Management" or "Staff Management" forming the main branches. These further branches out into sub-categories and individual permissions, providing granular control over user access.
Fine-Tuning Permissions with Precision:
By strategically clicking the checkboxes beside specific permissions within the tree, you can meticulously assign the functionalities you want users with this permission set to access. For instance, you might grant the ability to view brand data under "Brand Management" but withhold the ability to edit it. This granular control ensures users can perform their tasks effectively while maintaining data security within the control panel.
Saving Your Configuration:
After meticulously selecting the permissions using the permission tree, remember to solidify your configuration. The permission set editor screen typically offers a "Save" or "Update" button. Clicking on this button finalizes your selections and integrates the assigned permissions into the newly created permission set.
Editing Existing Permission Sets (Optional):
It's important to note that editing any permission set from the list on Screen 1 (Optional: Include a screenshot of Screen 1 here for reference) will direct you back to the same editor screen you used to create a new set (Screen 2). This allows you to modify existing permission sets whenever your organization's needs evolve.
By mastering the "Assign Permission" button and the permission tree, you can craft permission sets that perfectly align with the specific roles and responsibilities within your organization. This empowers your team while safeguarding sensitive information within the Simple Touch online ordering control panel.
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