Setup of Permission Rules

The interworks.cloud platform leverages its security component to govern the user access level, both regarding module access rights and data visibility rights. This means that an administrator of the system can decide both the interworks.cloud platform functionality (modules) that will be made available for a specific user and can even go as far as to limit the actual records the user will be available to see. 

Create a New Permission Rule 

You can create a permission rule to reflect the level of data visibility a user will have. Here's how:

1. Navigate to BSS > Setup > Administration > Personal Setup > Permission Rules
2. Click on the Add button.
   
   
   
3. Fill in the name of the new rule in the respective field.
   
   
   

Select to which Modules the Rule Applies

In 'Modules Apply' you can define for which module records the rule can be used. 

• Column 'Apply': Mark the entities you want to include in the rule.  

• Column 'Default': Check the modules with which this rule will be the default one (i.e. when a user creates an entity, this rule will be pre-selected in Permission Rule field). 

Define to which Users / Groups the Permission Rule will Grant Access

The next step is to define which users/groups will be able to view the record created using the permission rule. For each user/group, you can also define what type of access they will have.

1. Locate 'Users/Groups' section and click 'Add'
   
   
   
2. Select the users or user groups you want. The selected users/groups will be inserted under the section.
   
   
   
3. Define the type of access each user/group will have: read-only, edit, or full access.
   

Define the Users that can Use the Rule

The last step is to define which user can use this rule when they create a new record. 

1. Select the 'Sharing' option
   
   
   
2. Select the users/groups you want. Then select the access rights for the rule. 
   1. View: The user will be able to use this rule he creates a new record, but he will not be able to amend the permission rule from the BSS Setup area
   2. Write: The user will be able to use this rule when he creates a new record, but he will also be able to amend the permission rule from the BSS Setup area
   3. Delete: The user will be able to use this rule when he creates a new record, but he will also be able to amend or delete the permission rule from the BSS Setup area
   4. Compulsory. The user will be able to use only this rule when he creates a record but he will not be able to amend the permission rule from the BSS Setup area.