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How to create & edit permissions

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The permissions menu gives you the ability to specify exactly what a user is authorized to do in the tools.
You can add and edit roles in the Permissions menu.

How to create a new custom role

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  1. Go to the Fieldcode Admin Panel -> Permissions.
  2. Click the plus button to open the New user form.
  3. Fill in or edit the following tabs: Basic, Security Resources, Filters, and Users.
Adding a new permission set

1. Basic tab

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  1. Decide if your new or existing role should be active in the system.
  2. Insert a name for your new or existing role.
  3. Insert a description for your new or existing role.
Giving your new role a name and description

2. Security resources tab

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You can now decide if you either want to start with an complete empty role or create one out of a preset.
Of course you are also able to edit our standard permissions ADMIN, ENGINEER, DISPATCHER to your specific business needs. 

  • If you select an empty role or edit an existing one you can set permissions for all areas of all three applications manually..
    Set matching checks for permissions you want to grant.
    You can decide between “view” and “edit” permission sets and grant them per application base.
  • If you select a preset, like, let’s say for example the engineer preset, you can edit already existing permissions and create a new role out of it.
    To select a preset, choose a preset from the top drop down, and set your checkmarks for the permissions as wished.
    You can decide between “view” and “edit” permission sets and grant them per application base.
Did you know?

You have the possibility to bulk-permit permissions by selecting a group of permissions. Bulk permissions will be displayed with a black-filled box.

What are view permissions?

Allows the selected role to view something on his system (eg. a component the role needs for his workflow).

What are edit permissions?

Allows the selected role to interact with something on his system (eg. interact with the Ticket Pool component).

Configuring permissions on a granular level

3. (Optional - only custom roles) Filters tab

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You are able to add optional ticket filters to set permissions for specific tickets.
The Assigned toggle lets you set that users will only see tickets assigned to them.

Use case - The user role should only process tickets of a specific project.

Your filter would be: ProjectName (Condition) is equal to Demo Project (Comparison Value).

Use case - The user role should only process tickets of a specific country.

Your filter would be: AffectedCountry (Condition) is equal to Germany (Comparison Value).

Determining which tickets a role is allowed to see

4. (Optional - only custom roles) Filter buttons tab

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Button permission needed for filtering out buttons
  • To filter buttons it's required that under the Security resource tab - WORK PLACE  Component: Ticket Details -> Button: Workflow buttons have the checkbox view and edit activated.
  • Otherwise, you cannot filter out buttons because you don't have superior permissions.

You can restrict the visibility of some buttons for your custom role. This could be for example useful if you don’t want to overwhelm a new dispatcher with unnecessary buttons that might not be helpful for him to fulfill the job.

By default, all buttons are visible, if you don't assign any button to the right side.

However, as soon as you assign one button to the right, only the right-assigned button will be visible for the role.

Assigning available workflow buttons to a permission set

5. Users tab

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In the final step, you assign your users to the role. This is done by drag & drop or clicking on the user you want to add to the role.
You are also able to bulk-add or bulk-remove users by using the buttons.
If you cannot find a user or the list is too big, you can also search for specific users by inserting a keyword into the search bar.

Assigning users to a role
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