Title
|
Description
|
API access
|
Lets you
Enable
or
Disable
the users with this permission set use
APIs
for data manipulation.
|
PII Data
|
Show
- The PII-enabled fields' visibility is selected by default in
Field Permissions
. Edition of records can be further selected if required.
Hide
- PII-enabled fields' visibility/edition cannot be chosen in
Field Permissions
. They will not show up in the form and the edition of this field's data is also not possible.
|
ePHI data
|
Show
- The ePHI-enabled fields' visibility is selected by default in
Field Permissions
. Edition of records can be further selected according to your requirements.
Hide
- The ePHI-enabled fields' visibility/edition cannot be chosen in
Field Permissions
. They will not show up in the form and the edition of this field's data is also not possible. |
Sections
|
Actions in Permission Set
|
Description
|
Module Permissions
|
Access
|
Allow or restrict access to the chosen form/page. |
|
View
|
Allow or restrict access to view records added by the user themselves in the chosen report.
|
|
Edit
|
Allow or restrict access to edit records added by the user themselves in the chosen report.
|
|
Delete
|
Allow or restrict access to delete records added by the user themselves in the chosen report. |
|
Permission actions under the More option
|
|
|
Import
|
Allow or restrict the
import of records
into a component for which this action is configured. They can be imported in the following formats:
Local storage
- .xls, .xlsx, .xlsm, .csv, .tsv, .ods, .accdb, .mdb, .json, .numbers.
URL
- .xls, .xlsx, .xlsm, .csv, .tsv, .ods, .accdb, .mdb, .json, .numbers.
Cloud service
- .xls, .xlsx, .xlsm, .csv, .tsv, .ods, .json, .numbers.
Paste Data
- .csv, .tsv.
|
|
Export/Print
|
Allow or restrict the
export/print records
from the component for which this action is configured. The data can be exported in the formats .xls, .pdf, .html, .xml, .json, .csv, .tsv.
|
|
View all
|
Allow or restrict access to view all the available records in the chosen report. |
|
Modify all
|
Allow or restrict access to modify all available records in the chosen report.
|
|
Create new report
|
Allow or restrict access to
create new reports
with each form in the live mode of the application. Learn more
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Note
: The reports that were created by a user holding the
Create new report
permission will be visible to all users even after the permission is revoked.
|
|
Read comments
|
Allow or restrict reading comments. If allowed, the user can read comments added by other users in a
report. You cannot reply to the comments or mentions when this permission is given.
|
|
Write comments
|
Allow or restrict writing comments mentioning users in the application. If allowed, the user can add comments in a
report. You can reply to comments and mention other users by @tagging them. Notifications are sent when someone mentions you in the record comments.
|
Field Permissions
|
Visibility
|
Allow or restrict access to view the chosen field's records.
|
|
Read Only
|
Restrict or allow the edition of the chosen field's records.
|
Permission Set Actions
|
Role hierarchy Disabled
|
Role hierarchy Enabled
|
View
|
Records added by them.
|
Records added by them.
|
Edit
|
|
|
View All
|
All records.
|
All records.
|
Modify All
|
All records.
|
All records.
|
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