{%= __("Permissions are set on Roles and Document Types (called DocTypes) by setting rights like Read, Write, Create, Delete, Submit, Cancel, Amend, Report, Import, Export, Print, Email and Set User Permissions.") %}
{%= __("Permissions get applied on Users based on what Roles they are assigned.") %}
{%= __("The system provides many pre-defined roles. You can add new roles to set finer permissions.") %} {%= __("Add a New Role") %}
{%= __("Permissions are automatically applied to Standard Reports and searches.") %}
{%= __("As a best practice, do not assign the same set of permission rule to different Roles. Instead, set multiple Roles to the same User.") %}
{%= __("Meaning of Submit, Cancel, Amend") %}:
{%= __("Certain documents, like an Invoice, should not be changed once final. The final state for such documents is called Submitted. You can restrict which roles can Submit.") %}
{%= __("You can change Submitted documents by cancelling them and then, amending them.") %}
{%= __("When you Amend a document after Cancel and save it, it will get a new number that is a version of the old number.") %}
{%= __("For example if you cancel and amend INV004 it will become a new document INV004-1. This helps you to keep track of each amendment.") %}
{%= __("Permission Levels") %}:
{%= __("Permissions at level 0 are Document Level permissions, i.e. they are primary for access to the document.") %}
{%= __("If a Role does not have access at Level 0, then higher levels are meaningless.") %}
{%= __("Permissions at higher levels are Field Level permissions. All Fields have a Permission Level set against them and the rules defined at that permissions apply to the field. This is useful in case you want to hide or make certain field read-only for certain Roles.") %}