Record Class Permissions

Granting Permissions

To assign user permissions to specific Record Classes, you must add the user to the system as a User account.

After adding the user, perform the following steps:

1. Click Plan from Main Menu.

2. Click the drop-down for the desired Record Class.

3. Select Permissions.

4. Click Assign.

5. Select the User or Group.

6. Select Permissions to be granted.

7. Click Save.

Revoking Permissions

You can revoke a user’s permissions from a specific Record Class using either of the following options:

• Revoking from Record Class, or

• Revoking from User Profile

Revoking from Record Class

To remove a user’s permissions from a Record Class using the Record Class navigation, perform the following steps from the Plan menu.

1. Click Plan from the Main Menu.

2. Click the drop-down for the desired Record Class.

3. Select Permissions.

4. Click Edit Button next to user.

5. Uncheck Permissions to remove.

6. Click Save

From User Profile

To remove a user’s permissions from a Record Class using the User Profile, perform the following steps from the Secure menu.

1. Click Secure from the Main Menu.

2. Check the Edit Button for the desired User.

3. Click the Permission button for the specific Record Class.

4. Uncheck the desired permissions.

5. Click Save.

Permission Inheritance

Record Classes support permission inheritance. When permissions are assigned to a Record Class, permissions are propagated to all child Record Classes. However, once permissions are edited for a specific Record Class, the inheritance chain is broken and permissions will no longer be propagated from the parent if the parent’s permissions are changed.

To re-enable permission inheritance, open the Permissions for a specific Record Class and click the Revert to Parent button, which will remove all permissions specific to the Record Class and then automatically propagate the parent’s permissions back down.