How Assigning Permissions Work
Permissions in FuneralSoft are assigned at a group level rather than an individual user level. Each user's actual permissions are determined by the groups they belong to.
Permissions are cumulative in that the permissions of each group the user belongs to are added to that user.
User name: Bob
Groups: Finance, Administration, Management
Permissions: The Finance group would give Bob permissions to Add Invoices. The Administration group would give Bob permission to Submit eRegistrations. The Management group would give Bob permission to View Analysis Data.
The result is the Bob has permissions to: Add Invoices, Submit eRegistrations, View Analysis Data because of the derived permissions of his user groups which are added together.
Permissions are NOT restrictive. Ie. Permission settings always enable users/groups if selected, rather than restrict them. Restriction is achieved by structuring groups appropriately with permissions unchecked as necessary. This may lead to the creation of specific User Groups which may be setup solely for the purpose of controlling permissions.
Accessing Users & Security
Permissions are related to user logins and are configured under the same Users & Security form. To access this, click the Tools menu and then click Users & Security.
The Users & Security form can only be accessed by the System Administrator account. You will need to know the Administrator password to proceed past this point.
Adding a Group for Permissions
If you haven't set permissions for a group before, you will need to add the desired group to the Group Permissions list.
1) Click the Permissions button at top of form.
2) If user group is not listed on the left, click the Add Group button
3) Select the group name in the list on the left.
Settings Group Permissions
Once a group is added/selected, you can enable permissions for that group by ticking the appropriate checkboxes for permissions listed on the right.
These permission changes are saved as you check/uncheck the permissions (no save button). Not all permissions settings may be fully implemented, even if listed.