TYPES OF PERMISSIONS

There are five types of permission:

  • Visibility,

  • Creation,

  • Modification,

  • Deletion,

  • Administration (for structural entities only).

Permissions can be defined on the following entities/functionalities:

Click on the X symbol to access them directly

 

Visibility

Creation

Modification

Deletion

Rights settings identical to

Dimensions

 

X

X

X

Dimensions

Forms

 

X

X

X

Dimensions

Valuation items

X

X

X

X

Valuation items

Events hierarchies

 

X

X

X

Dimensions

Event creation rules

 

X

X

X

Dimensions

Types of period

 

X

X

X

Dimensions

Hourly templates

 

X

X

X

Dimensions

Hourly calendars

 

X

X

X

Dimensions

Daily templates

 

X

X

X

Dimensions

Daily calendars

 

X

X

X

Dimensions

Objective constraints

 

X

X

X

Dimensions

Coherency constraints

 

X

X

X

Dimensions

Time gap constraints

 

X

X

X

Dimensions

Workflows

X

X

X

X

Workflows

Time periods

 

X

X

X

Dimensions

Event exports

X

X

X

X

Event exports

Resource exports

X

X

X

X

Event exports

Event imports

X

X

X

X

Event exports

Resource imports

X

X

X

X

Event exports

Predefined views

X

X

X

X

Predefined views

Events Editors

X

   

Events Editors

Resources Editors

X

   

Events Editors

Workloads

X

X

X

X

Workloads

VPPortal Templates

X

   

Events Editors

VPGO Templates

X

Events Editors

Mails Templates

X

Events Editors

SMS Templates

X

Events Editors

Mailmerge Templates

X

Events Editors

Resource filters

X

X

X

X

Resource filters

Events filters

X

X

X

X

Resource filters

Events reports

X

X

X

X

Resource filters

Favorite displays

X

X

X

X

Resource filters

Dimensions Resources

X

X

X

X

Dimensions Resources

Events

X

X

X

X

Events

Read-only Permissions

Use read-only permissions to restrict all the rights of all groups that have this permission.

Permissions created by "Read only" are the "forbidding on xxxx" type.

Warning

In the case of multiple groups or multiple permissions:

  • In creation, forbidding has priority over other permissions. This means that if it is checked, the forbidding overrides other permissions.
  • In modification and deletion, the other permissions are taken into account.

Administration Permissions

Use administration permissions to create permissions on structural entities.

An administration permission groups the creation, modification and deletion permissions and gives all the rights to groups that have it.

Whenever an administration permission is created for a given entity, the other permissions are deleted. You must then assign the group(s) that has/have this administration permission. The remaining groups will not have any right over the relevant entity.

To give less restricted rights to other groups, you must create other permissions for them. At that point, the administration permission disappears to allow you to personalize the newly created permissions.

Permissions on dimensions

Important

These permissions are the same as permissions for forms, event hierarchies, creation rules, period types, hourly templates and calendars, daily templates and calendars, time periods and constraints.

Creating dimensions

Name

Give this permission a name. If you type in a name, it replaces the permission's default name and is visible in the tree on the left.

Description

Give the permission an optional description. This description will be visible in the permission's tooltip (useful especially when there are several permissions with the same type).

History

This indicates the creation date and time and the most recent change to the template, together with the login of the user who made the change.

This property is updated automatically.

Deletion

Define the groups that have permission to delete on the dimensions thereby created.

The groups can be:

  • All groups: all groups with the right to modify these dimensions can delete the dimension that is thereby created.

  • Creator groups: only groups with the right to create these dimensions can delete the dimension that is created.

  • Permission groups: only groups that have the permission can delete the dimension thereby created.

Modification

Define the groups that have permission to modify the dimensions thereby created.

The groups can be:

  • All groups: all groups with the right to modify these dimensions can modify the dimension that is thereby created.

  • Creator groups: only groups with the right to create these dimensions can modify the dimension that is created.

  • Permission groups: only groups that have the permission can modify the dimension thereby created.

Forbid

Check this box to forbid creation of all dimensions.

Warning

In the event of multiple groups or multiple permissions, this option has priority over other permissions.

This means that if it is checked, the forbidding overrides other permissions.

Groups

Define groups that have this permission in the Groups tab.

Modification of the dimensions

Name

Give this permission a name. If you type in a name, it replaces the permission's default name and is visible in the tree on the left.

Description

Give the permission an optional description. This description will be visible in the permission's tooltip (useful especially when there are several permissions with the same type).

History

This indicates the creation date and time and the most recent change to the template, together with the login of the user who made the change.

This property is updated automatically.

Selection

Define the dimensions this permission makes it possible to modify.

Groups

Define groups that have this permission in the Groups tab.

Deletion of dimensions

A deletion permission makes it possible to delete one or more dimensions.

Name

Give this permission a name. If you type in a name, it replaces the permission's default name and is visible in the tree on the left.

Description

Give the permission an optional description. This description will be visible in the permission's tooltip (useful especially when there are several permissions with the same type).

History

This indicates the creation date and time and the most recent change to the template, together with the login of the user who made the change.

This property is updated automatically.

Selection

Define the dimensions that can be deleted.

Groups

Define groups that have this permission in the Groups tab.

Permissions on the valuation items

Visibility of valuation items

Name

Give this permission a name. If you type in a name, it replaces the permission's default name and is visible in the tree on the left.

Description

Give the permission an optional description. This description will be visible in the permission's tooltip (useful especially when there are several permissions with the same type).

History

This indicates the creation date and time and the most recent change to the template, together with the login of the user who made the change.

This property is updated automatically.

Selection

Define the valuation items this permission makes visible.

Groups

Define groups that have this permission in the Groups tab.

Creating valuation items

Name

Give this permission a name. If you type in a name, it replaces the permission's default name and is visible in the tree on the left.

Description

Give the permission an optional description. This description will be visible in the permission's tooltip (useful especially when there are several permissions of the same type).

History

This indicates the creation date and time and the most recent change to the template, together with the login of the user who made the change.

This property is updated automatically.

Deletion

Define the groups that have permission to delete the valuation items thereby created.

The groups can be:

  • All groups: all groups with the right to modify these valuation items can delete the item that is thereby created,

  • Creator groups: only groups with the right to create these valuation items can delete the item that is created,

  • Permission groups: only groups that have the permission can delete the valuation item thereby created.

Modification

Define the groups that have permission to modify the valuation items thereby created.

The groups can be:

  • All groups: all groups with the right to modify these valuation items can modify the item that is thereby created.

  • Creator groups: only groups with the right to create these valuation items can modify the item that is created.

  • Permission groups: only groups that have the permission can modify the valuation item thereby created.

Visibility

Define the groups that have permission to view the valuation items thereby created.

The groups can be:

  • All groups: all groups with the right to create these valuation items can view the item that is thereby created.

  • Creator groups: only groups with the right to create valuation items can view the item that is created.

  • Permission groups: only groups that have the permission can view the valuation item thereby created.

Forbid

Check this box to forbid creation of all valuation items.

Warning

In the event of multiple groups or multiple permissions, this option has priority over other permissions.

This means that if it is checked, the forbidding overrides other permissions.

Groups

Define groups that have this permission in the Groups tab.

Modification of valuation items

This type of permission has the following characteristics:

Name

Give this permission a name. If you type in a name, it replaces the permission's default name and is visible in the tree on the left.

Description

Give the permission an optional description. This description will be visible in the permission's tooltip (useful especially when there are several permissions of the same type).

History

This indicates the creation date and time and the most recent change to the template, together with the login of the user who made the change.

This property is updated automatically.

Selection

Define the valuation items this permission makes it possible to modify.

Groups

Define groups that have this permission in the Groups tab.

Deletion of valuation items

A deletion permission makes it possible to delete one or more valuation items.

Name

Give this permission a name. If you type in a name, it replaces the permission's default name and is visible in the tree on the left.

Description

Give the permission an optional description. This description will be visible in the permission's tooltip (useful especially when there are several permissions of the same type).

History

This indicates the creation date and time and the most recent change to the template, together with the login of the user who made the change.

This property is updated automatically.

Selection

Define which valuation items can be deleted.

Groups

Define groups that have this permission in the Groups tab.

Permissions on the workflows

Visibility of the workflows

Name

Give this permission a name. If you type in a name, it replaces the permission's default name and is visible in the tree on the left.

Description

Give the permission an optional description. This description will be visible in the permission's tooltip (useful especially when there are several permissions of the same type).

History

This indicates the creation date and time and the most recent change to the template, together with the login of the user who made the change.

This property is updated automatically.

Selection

Define the workflows this permission makes visible.

Groups

Define groups that have this permission in the Groups tab.

Creation of workflows

Name

Give this permission a name. If you type in a name, it replaces the permission's default name and is visible in the tree on the left.

Description

Give the permission an optional description. This description will be visible in the permission's tooltip (useful especially when there are several permissions of the same type).

History

This indicates the creation date and time and the most recent change to the template, together with the login of the user who made the change.

This property is updated automatically.

Deletion

Define the groups that have permission to delete the workflows thereby created.

The groups can be:

  • All groups: all groups with the right to modify these workflows can delete the workflow that is thereby created.

  • Creator groups: only groups with the right to create these workflows can delete the workflow that is created.

  • Permission groups: only groups that have the permission can delete the workflow thereby created.

Modification

Define the groups that have permission to modify the workflows thereby created.

The groups can be:

  • All groups: all groups with the right to modify these workflows can modify the workflow that is thereby created.

  • Creator groups: only groups with the right to create these workflows can modify the workflow that is created.

  • Permission groups: only groups that have the permission can modify the workflow thereby created.

Visibility

Define the groups that have permission to view the valuation items thereby created.

The groups can be:

  • All groups: all groups with the right to create these workflows can view the workflow that is thereby created,

  • Creator groups: only groups with the right to create the workflows can view the workflow that is created,

  • Permission groups: only groups that have the permission can view the workflow thereby created.

Forbid

Check this box to forbid creation of all workflows.

Warning

In the event of multiple groups or multiple permissions, this option has priority over other permissions.

This means that if it is checked, the forbidding overrides other permissions.

Allow private only

Check this box to authorize creation of private workflows.

This function is only accessible if the Forbid box is not checked.

Groups

Define groups that have this permission in the Groups tab.

Modification of workflows

Name

Give this permission a name. If you type in a name, it replaces the permission's default name and is visible in the tree on the left.

Description

Give the permission an optional description. This description will be visible in the permission's tooltip (useful especially when there are several permissions of the same type).

History

This indicates the creation date and time and the most recent change to the template, together with the login of the user who made the change.

This property is updated automatically.

Selection

Define the workflows this permission makes it possible to modify.

Groups

Define groups that have this permission in the Groups tab.

Deletion of workflows

A deletion permission makes it possible to delete one or more workflows.

Name

Give this permission a name. If you type in a name, it replaces the permission's default name and is visible in the tree on the left.

Description

Give the permission an optional description. This description will be visible in the permission's tooltip (useful especially when there are several permissions of the same type).

History

This indicates the creation date and time and the most recent change to the template, together with the login of the user who made the change.

This property is updated automatically.

Selection

This makes it possible to define the workflows that can be deleted.

Groups

Define groups that have this permission in the Groups tab.

Permissions on event exports

Important

These permissions are the same as those for resource exports, event imports and resource imports.

Visibility of event exports

Name

Give this permission a name. If you type in a name, it replaces the permission's default name and is visible in the tree on the left.

Description

Give the permission an optional description. This description will be visible in the permission's tooltip (useful especially when there are several permissions of the same type).

History

This indicates the creation date and time and the most recent change to the template, together with the login of the user who made the change.

This property is updated automatically.

Apply to data

Define a visibility criterion for event exports.

  • If the chosen criterion is is in, you must select the list of event export contexts,

  • If the chosen criterion is contains, does not contain, starts with, does not start with, ends with or does not end with, you must define the value in the field provided for this purpose.

Selection

This option is visible if the chosen criterion is is in. Define the event export contexts that this permission makes visible.

Value

This option is visible if the chosen criterion is not is in. Type in the criterion verification value.

Groups

Define groups that have this permission in the Groups tab.

Creation of event exports

Name

Give this permission a name. If you type in a name, it replaces the permission's default name and is visible in the tree on the left.

Description

Give the permission an optional description. This description will be visible in the permission's tooltip (useful especially when there are several permissions of the same type).

History

This indicates the creation date and time and the most recent change to the template, together with the login of the user who made the change.

This property is updated automatically.

Deletion

Define the groups that have permission to delete on the event export contexts thereby created.

The groups can be:

  • All groups: all groups with the right to modify these event export contexts can delete the context that is thereby created.

  • Creator groups: only groups with the right to create these event export contexts can delete the context that is created.

  • Permission groups: only groups that have the permission can delete the context thereby created.

Modification

Define the groups that have permission to modify on the event export contexts thereby created.

The groups can be:

  • All groups: all groups with the right to modify these event export contexts can modify the context that is thereby created.

  • Creator groups: only groups with the right to create these event export contexts can modify the context that is created.

  • Permission groups: only groups that have the permission can modify the context thereby created.

Visibility

Define the groups that have permission to view the event export contexts thereby created.

The groups can be:

  • All groups: all groups with the right to create these event export contexts can view the context that is thereby created.

  • Creator groups: only groups with the right to create event export contexts can view the context that is created.

  • Permission groups: only groups that have the permission can view the context thereby created.

Forbid

Check this box to forbid creation of all event export contexts.

Warning

In the event of multiple groups or multiple permissions, this option has priority over other permissions.

This means that if it is checked, the forbidding overrides other permissions.

Groups

Define groups that have this permission in the Groups tab.

Modification of event exports

This type of permission has the following characteristics:

Name

Give this permission a name. If you type in a name, it replaces the permission's default name and is visible in the tree on the left.

Description

Give the permission an optional description. This description will be visible in the permission's tooltip (useful especially when there are several permissions of the same type).

History

This indicates the creation date and time and the most recent change to the template, together with the login of the user who made the change.

This property is updated automatically.

Apply to data

Define a criterion for modifying event exports.

  • If the chosen criterion is is in, you must select the list of event export contexts,

  • If the chosen criterion is contains, does not contain, starts with, does not start with, ends with or does not end with, you must define the value in the field provided for this purpose.

Selection

This option is visible if the chosen criterion is is in. Define the event export contexts this permission makes it possible to modify.

Value

This option is visible if the chosen criterion is not is in. Type in the criterion verification value.

Groups

To define groups that have this permission in the Groups tab.

Deletion of event exports

A deletion permission makes it possible to delete one or more event export contexts.

Name

Give this permission a name. If you type in a name, it replaces the permission's default name and is visible in the tree on the left.

Description

Give the permission an optional description. This description will be visible in the permission's tooltip (useful especially when there are several permissions of the same type).

History

This indicates the creation date and time and the most recent change to the template, together with the login of the user who made the change.

This property is updated automatically.

Selection

Define the event export contexts that can be deleted.

Groups

Define groups that have this permission in the Groups tab.

Permissions on the predefined views

Visibility of the predefined views

Name

Give this permission a name. If you type in a name, it replaces the permission's default name and is visible in the tree on the left.

Description

Give the permission an optional description. This description will be visible in the permission's tooltip (useful especially when there are several permissions of the same type).

History

This indicates the creation date and time and the most recent change to the template, together with the login of the user who made the change.

This property is updated automatically.

Selection

Define the views this permission makes visible.

Groups

Define groups that have this permission in the Groups tab.

Creating predefined views

Name

Give this permission a name. If you type in a name, it replaces the permission's default name and is visible in the tree on the left.

Description

Give the permission an optional description. This description will be visible in the permission's tooltip (useful especially when there are several permissions of the same type).

History

This indicates the creation date and time and the most recent change to the template, together with the login of the user who made the change.

This property is updated automatically.

Deletion

Define the groups that have permission to delete on the views thereby created.

The groups can be:

  • All groups: all groups with the right to modify these dimensions can delete the dimension that is thereby created.

  • Creator groups: only groups with the right to create these views can delete the view that is created.

  • Permission groups: only groups that have the permission can delete the view thereby created.

Modification

Define the groups that have permission to modify on the views thereby created.

The groups can be:

  • All groups: all groups with the right to modify these dimensions can modify the dimension that is thereby created.

  • Creator groups: only groups with the right to create these views can modify the view that is created.

  • Permission groups: only groups that have the permission can modify the view thereby created.

Forbid

Check this box to forbid creation of all views.

Warning

In the event of multiple groups or multiple permissions, this option has priority over other permissions.

This means that if it is checked, the forbidding overrides other permissions.

Groups

Define groups that have this permission in the Groups tab.

Modifying predefined views

Name

Give this permission a name. If you type in a name, it replaces the permission's default name and is visible in the tree on the left.

Description

Give the permission an optional description. This description will be visible in the permission's tooltip (useful especially when there are several permissions of the same type).

History

This indicates the creation date and time and the most recent change to the template, together with the login of the user who made the change.

This property is updated automatically.

Selection

Define the views this permission makes it possible to modify.

Groups

Define groups that have this permission in the Groups tab.

Deleting predefined views

A deletion permission makes it possible to delete one or more predefined views.

Name

Give this permission a name. If you type in a name, it replaces the permission's default name and is visible in the tree on the left.

Description

Give the permission an optional description. This description will be visible in the permission's tooltip (useful especially when there are several permissions of the same type).

History

This indicates the creation date and time and the most recent change to the template, together with the login of the user who made the change.

This property is updated automatically.

Selection

This makes it possible to define the views that can be deleted.

Permissions on event editors

Important

These permissions are the same as those for resource editors, VPPORTAL and VPGO templates.

Only visibility permissions can be defined for events editors.

Name

Give this permission a name. If you type in a name, it replaces the permission's default name and is visible in the tree on the left.

Description

Give the permission an optional description. This description will be visible in the permission's tooltip (useful especially when there are several permissions of the same type).

History

This indicates the creation date and time and the most recent change to the template, together with the login of the user who made the change.

This property is updated automatically.

Selection

Define the editors this permission makes visible.

Groups

To define groups that have this permission in the Groups tab.

Permissions on workloads

Visibility of workloads

Name

Give this permission a name. If you type in a name, it replaces the permission's default name and is visible in the tree on the left.

Description

Give the permission an optional description. This description will be visible in the permission's tooltip (useful especially when there are several permissions of the same type).

History

This indicates the creation date and time and the most recent change to the template, together with the login of the user who made the change.

This property is updated automatically.

Apply to data

Define a visibility criterion for workloads.

  • If the chosen criterion is is in, you must select the list of workloads,

  • If the chosen criterion is contains, does not contain, starts with, does not start with, ends with or does not end with, you must define the value in the field provided for this purpose.

Selection

This option is visible if the chosen criterion is is in. Define the workloads this permission makes visible.

Value

This option is visible if the chosen criterion is not is in. Type in the criterion verification value.

Groups

Define groups that have this permission in the Groups tab.

Creating workloads

Name

Give this permission a name. If you type in a name, it replaces the permission's default name and is visible in the tree on the left.

Description

Give the permission an optional description. This description will be visible in the permission's tooltip (useful especially when there are several permissions of the same type).

History

This indicates the creation date and time and the most recent change to the template, together with the login of the user who made the change.

This property is updated automatically.

Deletion

To define the groups that have permission to delete the workloads thereby created.

The groups can be:

  • All groups: all groups with the right to modify these workloads can delete the context that is thereby created.

  • Creator groups: only groups with the right to create these workloads can delete the context that is created.

  • Permission groups: only groups that have the permission can delete the workload thereby created.

Modification

Define the groups that have permission to modify on the workloads thereby created.

The groups can be:

  • All groups: all groups with the right to modify these workloads can modify the context that is thereby created.

  • Creator groups: only groups with the right to create these workloads can modify the context that is created.

  • Permission groups: only groups that have the permission can modify the workload thereby created.

Forbid

Check this box to forbid creation of all workloads.

Warning

In the event of multiple groups or multiple permissions, this option has priority over other permissions.

This means that if it is checked, the forbidding overrides other permissions.

Groups

Define groups that have this permission in the Groups tab.

Modifying workloads

Name

Give this permission a name. If you type in a name, it replaces the permission's default name and is visible in the tree on the left.

Description

Give the permission an optional description. This description will be visible in the permission's tooltip (useful especially when there are several permissions of the same type).

History

This indicates the creation date and time and the most recent change to the template, together with the login of the user who made the change.

This property is updated automatically.

Apply to data

Define a criterion for modifying workloads

  • If the chosen criterion is is in, you must select the list of workloads,

  • If the chosen criterion is contains, does not contain, starts with, does not start with, ends with or does not end with, you must define the value in the field provided for this purpose.

Selection

This option is visible if the chosen criterion is is in. Define the workloads this permission makes it possible to modify.

Value

This option is visible if the chosen criterion is not is in. Type in the criterion verification value.

Groups

Define groups that have this permission in the Groups tab.

Deleting workloads

A deletion permission makes it possible to delete one or more workloads.

Name

Give this permission a name. If you type in a name, it replaces the permission's default name and is visible in the tree on the left.

Description

Give the permission an optional description. This description will be visible in the permission's tooltip (useful especially when there are several permissions of the same type).

History

This indicates the creation date and time and the most recent change to the template, together with the login of the user who made the change.

This property is updated automatically.

Selection

This makes it possible to define the workloads that can be deleted.

Groups

Define groups that have this permission in the Groups tab.

Permissions on resource filters

Important

These permissions are the same as those for event filters, event reports and favorite displays.

Visibility of resources filters

Name

Give this permission a name. If you type in a name, it replaces the permission's default name and is visible in the tree on the left.

Description

Give the permission an optional description. This description will be visible in the permission's tooltip (useful especially when there are several permissions of the same type).

History

This indicates the creation date and time and the most recent change to the template, together with the login of the user who made the change.

This property is updated automatically.

Apply to data

Define a visibility criterion for resource filters.

  • If the chosen criterion is is in, you must select the list of resource filters,

  • If the chosen criterion is contains, does not contain, starts with, does not start with, ends with or does not end with, you must define the value in the field provided for this purpose.

Selection

This option is visible if the chosen criterion is is in. Define the resource filters this permission makes visible.

Value

This option is visible if the chosen criterion is not is in. Type in the criterion verification value.

Groups

Define groups that have this permission in the Groups tab.

Creating resource filters

This type of permission has the following characteristics:

Name

Give this permission a name. If you type in a name, it replaces the permission's default name and is visible in the tree on the left.

Description

Give the permission an optional description. This description will be visible in the permission's tooltip (useful especially when there are several permissions of the same type).

History

This indicates the creation date and time and the most recent change to the template, together with the login of the user who made the change.

This property is updated automatically.

Deletion

To define the groups that have permission to delete the resource filters thereby created.

The groups can be:

  • All groups: all groups with the right to modify these resource filters can delete the filter that is thereby created.

  • Creator groups: only groups with the right to create these resource filters can delete the filter that is created.

  • Permission groups: only groups that have the permission can delete the filter thereby created.

Modification

Define the groups that have permission to modify on the resource filters thereby created.

The groups can be:

  • All groups: all groups with the right to modify these resource filters can modify the filter that is thereby created.

  • Creator groups: only groups with the right to create these resource filters can modify the filter that is created.

  • Permission groups: only groups that have the permission can modify the filter thereby created.

Visibility

Define the groups that have visibility permission on the resource filters thereby created.

The groups can be:

  • All groups: all groups with the right to create these resource filters can view the filter that is thereby created.

  • Creator groups: only groups with the right to create resource filters can view the filter that is created.

  • Permission groups: only groups that have the permission can view the filter thereby created.

Forbid

Check this box to forbid creation of all event export contexts.

Warning

In the event of multiple groups or multiple permissions, this option has priority over other permissions.

This means that if it is checked, the forbidding overrides other permissions.

Allow private only

This field is active if the Forbid checkbox above is not checked.

In this case, if the box is checked it makes it possible to create private resource filters.

Groups

Define groups that have this permission in the Groups tab.

Modifying resource filters

Name

Give this permission a name. If you type in a name, it replaces the permission's default name and is visible in the tree on the left.

Description

Give the permission an optional description. This description will be visible in the permission's tooltip (useful especially when there are several permissions of the same type).

History

This indicates the creation date and time and the most recent change to the template, together with the login of the user who made the change.

This property is updated automatically.

Apply to data

Define a criterion for modifying resource filters.

  • If the chosen criterion is is in, you must select the list of resource filters,

  • If the chosen criterion is contains, does not contain, starts with, does not start with, ends with or does not end with, you must define the value in the field provided for this purpose.

Selection

This option is visible if the chosen criterion is is in. Define the resource filters this permission makes it possible to modify.

Value

This option is visible if the chosen criterion is not is in. Type in the criterion verification value.

Groups

Define groups that have this permission in the Groups tab.

Deleting resource filters

A deletion permission makes it possible to delete one or more resource filters.

Name

Give this permission a name. If you type in a name, it replaces the permission's default name and is visible in the tree on the left.

Description

Give the permission an optional description. This description will be visible in the permission's tooltip (useful especially when there are several permissions of the same type).

History

This indicates the creation date and time and the most recent change to the template, together with the login of the user who made the change.

This property is updated automatically.

Selection

This makes it possible to define the resource filters that can be deleted.

Groups

Define groups that have this permission in the Groups tab.

Permissions on the dimensions' resources

Visibility of resources

When you create the permission, you must select the resources' dimension.

Name

Give this permission a name. If you type in a name, it replaces the permission's default name and is visible in the tree on the left.

Description

Give the permission an optional description. This description will be visible in the permission's tooltip (useful especially when there are several permissions of the same type).

History

This indicates the creation date and time and the most recent change to the template, together with the login of the user who made the change.

This property is updated automatically.

All headings

Use this checkbox to enable visibility of all headings of the dimension's resources.

Apply to headings

If the previous checkbox is not checked, select the dimension's visible headings.

History

Use this checkbox to make the history of resources on this dimension available or unavailable.

Input conditions

Define the resources this permission makes visible.

To do this you must:

  • either select an existing resource filter for the dimension, from the list,

  • or create a new resource filter for the dimension, personalized for this permission.

Caution

If you uncheck "All headings"; and do not select any heading to display, visibility of the first heading in the configuration tree is forced.

Groups

Define groups that have this permission in the Groups tab.

Creating resources

When you create the permission, you must select the resources' dimension.

You may therefore need to define a creation permission for each dimension.

Name

Give this permission a name. If you type in a name, it replaces the permission's default name and is visible in the tree on the left.

Description

Give the permission an optional description. This description will be visible in the permission's tooltip (useful especially when there are several permissions of the same type).

History

This indicates the creation date and time and the most recent change to the template, together with the login of the user who made the change.

This property is updated automatically.

All headings

Use this checkbox to be able to fill in all the resource headings when creating resources.

Apply to headings

If the previous checkbox is not checked, specify the headings that can be typed in when creating resources.

Mandatory headings

Specify if it is mandatory to type in the headings when creating resources.

All settings

Use this checkbox to select all the resource settings.

Apply to settings

If the previous checkbox is not checked, specify the settings to type in when creating resources.

Forbid for all

Use this checkbox to prevent creation, regardless of the dimension's resource.

This checkbox has priority over all others. When it is checked, the other options are grayed.

Warning

In the event of multiple groups or multiple permissions, this option has priority over other permissions.

This means that if it is checked, the forbidding overrides other permissions.

Output condition

Define the required condition of the resources once they have been created.

To do this you must:

  • either select an existing resources filter for the dimension, from the list,

  • or create a new resource filter for the dimension, personalized for this permission.

If the created resource does fulfill the output condition, it cannot be created.

Groups

Define groups that have this permission in the Groups tab.

Modifying resources

When you create the permission, you must select the resources' dimension.

You may therefore need to define a modification permission for each dimension.

Name

Give this permission a name. If you type in a name, it replaces the permission's default name and is visible in the tree on the left.

Description

Give the permission an optional description. This description will be visible in the permission's tooltip (useful especially when there are several permissions of the same type).

History

This indicates the creation date and time and the most recent change to the template, together with the login of the user who made the change.

This property is updated automatically.

All headings

Use this checkbox to enable modification of all the resources' headings.

Apply to headings

If the previous checkbox is not checked, define the headings that can be modified on the resources.

Mandatory headings

Define the modifiable headings that it is mandatory to fill in when modifying resources.

All settings

Use this checkbox to select all the resource settings.

Apply to settings

If the previous checkbox is not checked, select the settings that can be modified on the resources.

Forbid for all

Use this checkbox to prevent all modifications for all the dimension's resources.

This checkbox has priority over all others. When it is checked, the other options are grayed.

Warning

In the event of multiple groups or multiple permissions, if there is at least one permission which does not forbid any modification, this permission will be taken into account.

Input conditions

Define the condition of the resources that this permission makes it possible to modify.

To do this you must:

  • either select an existing resources filter for the dimension, from the list,

  • or create a new resource filter for the dimension, personalized for this permission.

Output condition

Define the required condition of the modifiable resources once they have been modified.

To do this you must:

  • either select an existing resources filter for the dimension, from the list,

  • or create a new resource filter for the dimension, personalized for this permission.

Important

If the modification fulfills the input condition but not the output condition, modification is not possible.

Groups

Define groups that have this permission in the Groups tab.

Deleting resources

A deletion permission makes it possible to delete one or more entities.

Name

Give this permission a name. If you type in a name, it replaces the permission's default name and is visible in the tree on the left.

Description

Give the permission an optional description. This description will be visible in the permission's tooltip (useful especially when there are several permissions of the same type).

History

This indicates the creation date and time and the most recent change to the template, together with the login of the user who made the change.

This property is updated automatically.

Forbid for all

Use this checkbox to prevent any deletion of resources for the defined groups.

Warning

In the event of multiple groups or multiple permissions, if there is at least one permission which does not forbid any modification, this permission will be taken into account.

Input condition

If the previous checkbox is not checked, this characteristic enables you to define which resources can be deleted, by means of a filter.

Define the required condition of the resources before they are deleted.

To do this you must:

  • either select an existing resources filter for the dimension, from the list,

  • or create a new resource filter for the dimension, personalized for this permission.

Groups

Define groups that have this permission in the Groups tab.

Permissions on events

Visibility of events

Name

Give this permission a name. If you type in a name, it replaces the permission's default name and is visible in the tree on the left.

Description

Give the permission an optional description. This description will be visible in the permission's tooltip (useful especially when there are several permissions of the same type).

History

This indicates the creation date and time and the most recent change to the template, together with the login of the user who made the change.

This property is updated automatically.

All headings

Use this checkbox to enable visibility of all the forms' headings.

Apply to headings

If the previous checkbox is not checked, select the visible forms' headings.

All items

Use this checkbox to enable visibility of all the valuation items.

Apply to items

If the previous checkbox is not checked, select the valuation items that are visible for these events.

Input conditions

Define the events this permission makes visible.

To do this you must:

  • either select an existing events filter, from the list,

  • or create a new events filter, personalized for this permission.

History

Use this check box to specify whether or not the user can view the events history.

Groups

Define groups that have this permission in the Groups tab.

Creating events

Name

Give this permission a name. If you type in a name, it replaces the permission's default name and is visible in the tree on the left.

Description

Give the permission an optional description. This description will be visible in the permission's tooltip (useful especially when there are several permissions of the same type).

History

This indicates the creation date and time and the most recent change to the template, together with the login of the user who made the change.

This property is updated automatically.

All attributes

Use this checkbox to be able to type in all the events' attributes when creating them.

Apply to attributes

If the previous checkbox is not checked, select the attributes to type in when creating events.

All headings

Use this checkbox to allow input of all the forms' headings when creating events.

Allow change of form

Use this checkbox to define whether a form can be changed when creating an event.

Apply to headings

If the All headings checkbox is not checked, select the form headings that can be typed in when creating events.

All dimensions

Use this checkbox to allow input of all the event's resources when creating events.

Apply to dimensions

If the previous checkbox is not checked, define the resources that can be typed in when creating events.

All items

Use this checkbox to allow input of all the valuation items when creating events.

Allow change of item

Use this checkbox to define whether a valuation item can be changed (addition, deletion of an item) in the scope of the permission.

Apply to items

If the All items checkbox is not checked, select the valuation items whose values can be typed in for these events.

Forbid for all

Use this checkbox to forbid creation of events.

Warning

In the event of multiple groups or multiple permissions, this option has priority over other permissions.

This means that if it is checked, the forbidding overrides other permissions.

Output conditions

Define the required condition of the events once they have been created.

To do this you must:

  • either select an existing events filter, from the list,

  • or create a new events filter, personalized for this permission.

Groups

Define groups that have this permission in the Groups tab.

Modifying events

Name

Give this permission a name. If you type in a name, it replaces the permission's default name and is visible in the tree on the left.

Description

Give the permission an optional description. This description will be visible in the permission's tooltip (useful especially when there are several permissions of the same type).

History

This indicates the creation date and time and the most recent change to the template, together with the login of the user who made the change.

This property is updated automatically.

All attributes

Use this checkbox to indicate if it is possible to modify all the events' attributes.

Apply to attributes

If the previous checkbox is not checked, select the attributes that can be modified on the events that can be modified.

All headings

Use this checkbox to allow modification of all the forms' headings.

Allow change of form

Use this checkbox to define whether a form can be changed within the scope of the permission.

Apply to headings

If the All headings checkbox is not checked, select the form headings that can be modified.

All dimensions

Use this checkbox to allow modification of all the event's resources.

Apply to dimensions

If the previous checkbox is not checked, specify the dimension that can be modified for these events.

All items

Use this checkbox to allow modification of all the valuation items.

Allow change of item

Use this checkbox to define whether a valuation item can be changed (addition, deletion of an item) in the scope of the permission.

Apply to items

If the All items checkbox is not checked, select the valuation items whose values can be modified for these events.

Forbid for all

Use this checkbox to prevent all modifications for all the events.

Warning

In the event of multiple groups or multiple permissions, if there is at least one permission which does not forbid any modification, this permission will be taken into account.

Input conditions

Define the events this permission makes it possible to modify.

To do this you must:

  • either select an existing events filter, from the list,

  • or create a new events filter, personalized for this permission.

Output conditions

Define the required condition of the modifiable events once they have been modified.

To do this you must:

  • either select an existing events filter, from the list,

  • or create a new events filter, personalized for this permission.

Groups

Define groups that have this permission in the Groups tab.

Deleting events

A deletion permission makes it possible to delete one or more entities.

Name

Give this permission a name. If you type in a name, it replaces the permission's default name and is visible in the tree on the left.

Description

Give the permission an optional description. This description will be visible in the permission's tooltip (useful especially when there are several permissions of the same type).

History

This indicates the creation date and time and the most recent change to the template, together with the login of the user who made the change.

This property is updated automatically.

Forbid for all

Use this checkbox to prevent any deletion of events for the defined groups.

Warning

In the event of multiple groups or multiple permissions, if there is at least one permission which does not forbid any modification, this permission will be taken into account.

Input condition

Define the events this permission makes it possible to delete.

To do this you must:

  • either select an existing events filter, from the list,

  • or create a new events filter, personalized for this permission.

Groups

Define groups that have this permission in the Groups tab.

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