Add user permissions

Add user permissions

A new user permission can be added through the App Settings section of the application.

To add a permission:

  1. Click Solutions under the Develop section.

  2. Click the Edit button on the required application.

  3. Now the development mode will be displayed. Click on the Settings button on the top of the page.

  4. In Settings page, click on the User Permissions option under Advanced settings section.

  5. The User permissions page will be displayed. Click the Add Permission button in the top right corner of the page.

  6. The Add Permission Set tab will appear.

  7. Type the name for the permission set in the Name field.
  8. The API access option will enable you to decide whether the users with this permission can use the APIs.

  9. The PII data option will enable you to decide whether the users with this permission can access Personally Identifiable Information.

  10. The ePHI data option will enable you to decide whether the users with this permission can access electronic Protected Health Information.

  11. Under the set permissions, select the required permissions to be  granted. You can choose AccessViewEditand Delete options for each module 
    Read More
  12. Click on the More button adjacent to the required module. The following dropdown will be visible:

    • Import - Users can import records into a report. Click the Import Data button in the live mode.
    • Export/Print - Users can export data or print it from a report. Click the hamburger icon at the top-right corner and click Export/ Print.
    • View all Users can view all the records in a report when this permission is selected.
    • Modify all - Users can modify all the records in a report when this permission is selected.
    • Create new report - Users can create a new report when this permission is selected. All the records stored in the form will now be visible to the users as they get added to the report. 
      When the user with this permission visits the application, a new section named Reports will be displayed. To create a new report, click the icon next to Reports
      Choose the type of report that needs to be created. Select the form for which the report needs to be created. The report can be set as a private or shared report. Click Create and Customize 

    • Read comments - Users 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 - Users can read and write comments in a report. You can reply to comments and mention other users by @tagging them.
      Notifications are sent to a user when you mention them in the record comments.
  13. You can also choose the visibility of fields to the users with this permission. To do so, navigate to More -> Field permission and then choose the visibility for required fields. To navigate to field permission:
    • Click on the More button adjacent to module required.
    • Now click on Field permission.

    • Choose the visibility of the fields.


  14. Now click Add. The new permission will be displayed in the list.

To edit a permission:

  1. Navigate to the Permissions tab in the User permissions page
  2. Click the permission to be edited.

  3. Make any necessary changes in permissions and click Update.

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