{%= __("Quick Help for Setting Permissions") %}:

  1. {%= __("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.") %}
  2. {%= __("Permissions get applied on Users based on what Roles they are assigned.") %}
  3. {%= __("Roles can be set for users from their User page.") %} {%= __("Setup > User") %}
  4. {%= __("The system provides many pre-defined roles. You can add new roles to set finer permissions.") %} {%= __("Add a New Role") %}
  5. {%= __("Permissions are automatically applied to Standard Reports and searches.") %}
  6. {%= __("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") %}:

  1. {%= __("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.") %}
  2. {%= __("You can change Submitted documents by cancelling them and then, amending them.") %}
  3. {%= __("When you Amend a document after Cancel and save it, it will get a new number that is a version of the old number.") %}
  4. {%= __("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") %}:

  1. {%= __("Permissions at level 0 are Document Level permissions, i.e. they are primary for access to the document.") %}
  2. {%= __("If a Role does not have access at Level 0, then higher levels are meaningless.") %}
  3. {%= __("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.") %}
  4. {%= __("You can use Customize Form to set levels on fields.") %} {%= __("Setup > Customize Form") %}

{%= __("User Permissions") %}:

  1. {%= __("User Permissions are used to limit users to specific records.") %} {%= __("Setup > User Permissions") %}
  2. {%= __("Select Document Types to set which User Permissions are used to limit access.") %}
  3. {%= __("Once you have set this, the users will only be able access documents (eg. Blog Post) where the link exists (eg. Blogger).") %}
  4. {%= __("Apart from System Manager, roles with Set User Permissions right can set permissions for other users for that Document Type.") %}

{%= __("If these instructions where not helpful, please add in your suggestions on GitHub Issues.") %} {%= __("Submit an Issue") %}