Permission Setup

Pathway: Setup > System > Permission


Within the Navusoft application, user accounts require specific permissions for daily operations. These permissions are not directly allocated to individual users; rather, they are assigned to roles linked to a user's account. For instance, accounting permissions might be assigned to a role named "Accounting" or "Accountant," and any user within that role will automatically receive the associated permissions. This role-based approach streamlines the management of permissions, making it more efficient and organized.


Permissions

A user must have the following permissions to use the Permission Setup screen:


Permission IDPermission Name
95    
Setup Main Menu
120    
Setup \ System and Security

Field Descriptions

FieldDescription
Permission ID   The ID associated with the permission.
Name   The name of the permission and in some instances indicates the level of access the permission provides.
Description   Brief description about what user rights the permission carries.
Module   The module the permission is associated to. Permissions can be filtered by module using the Module drop down selection box in the upper left corner of the Permission Setup screen.
Documentation Topics   Displays the total count of documentation articles related to the permission. This includes Help documentation and Release Notes.
Documentation View     Score   Shows a computed percentage value that represents the proportion of documents viewed.


Role Permission (Tab)

While it may not be mandatory to conduct regular reviews of Role Permissions, it is recommended to periodically reassess them. This becomes particularly important when new tools and features are introduced or when operational changes occur. Periodic reassessment ensures that Role Permissions remain aligned with the evolving needs and dynamics of your internal operations, contributing to the overall security and efficiency of your team and the application.

When a permission is selected, the Role Permission tab displays and lists all roles permissions can be assigned to. Roles are added and removed in Setup > System > Role. 

Descriptions

Add/Remove Roles From a Permission

Review Active Users


Related Articles

User Security Basics

User Accounts

Role Setup