Please refer to the attachment at the bottom of this article for a full breakdown of all Softools User Permissions and pre-determined sets.
When adding new Users to your site you will need to decide on what permissions to give them depending on the tasks that they will be performing/working on - these form an integral part of the overall site security structure.
If you are adding via a .csv import then you will need to specify the individual permission codes. Alternatively if you are inviting Users to the site via the 'Pending Users' App in the Settings area then there are numerous pre-determined permissions sets you can assign to the User(s).
Via .csv Import
- Reference the permission code in an array of the form [{"Code":1001}, {"Code":1002},…, {"Code":3001}]
Inviting via 'Pending Users
Select the Teams(s) membership(s) and at least one or up to all of the following Permission Sets when inviting new Users:
- Minimal Permissions
- Basic Tasks
- Advanced Tasks
- Basic App Builder
- Advanced App Builder
- Manage Users
- Manage Settings
- All Settings
Note: Your own User account will need the correct administrative permission in order to perform these actions.
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