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Form/Field Permissions

Omadi offers the ability to limit a user's ability to view, edit, or delete data, whether it is a whole form entry or simply one field within the form. This can provide peace of mind for managers and owners to know that users that should not be making changes are not able to do so.

 

Permissions Overview

Permissions are broken down into five categories:

  • Create permissions control what user roles can create new entries of the form type.
    • This category applies only to form permissions
  • View permissions control which user roles can view entries of this form type.
  • Update permissions determine what user roles can make changes to entries of this type.
  • Delete permissions control which roles can delete an entry of this form type.
    • This category applies only to form permissions
    • These permissions are usually reserved for Site Admins, or highly trusted roles.
  • Comment permissions determine what roles can create, view, edit, or delete comments on an entry.
    • This category applies only to form permissions

 

When editing form permissions, a Site Admin will see a screen similar to the one below:

Screen_Shot_2017-04-11_at_8.35.58_PM.png

 

Along the top, the user roles that are enabled will appear. The checkboxes under each user role will determine what permissions a user with that role will have for entries in this form type.

There are different levels of permission that can be granted in each category

  • The "Can create" permission allows a role to create new entries in this form type.

When a permission has a word or phrase in quotation marks, it is referring to a user select field that is found in this form type; in our example, it is a Driver field.

  • The "'Driver' can view/update/delete" permission allows a user to view/edit/delete entries where their name is selected in the Driver field.
  • The "Can view/update/delete when 'Driver' is blank" permission allows users to view/edit/delete entries when there is no name selected in the Driver field.
  • The "Creator can view/update/delete" permission allows users to view/edit/delete the entries they created.
  • The "Can view/update/delete all unpublished" permission allows a user to view/edit/delete entries that have not been published to all uses yet. (This is mainly applicable to the Omadi Scheduling software)
  • The "Can view/update/delete all published" permission allows users to view/edit/delete any entry that is made, whether they were involved in it

In our example permissions, the Sales and Dispatcher roles would not be able to create, view, edit, or delete any entries of this form type, while the General Manager role would be able create, view, and edit any entry of this form type, and the Driver role would be able to view and/or edit any node that did not have a Driver selected, or where there name was selected in that field.

 

Comment permissions follow very similar categories, but are condensed into a small region especially for comments, as seen below:

Screen_Shot_2017-04-11_at_8.45.34_PM.png

 

Set Form Permissions

To set permissions on a form click on the gear (Screen_Shot_2017-04-11_at_8.55.01_PM.png) icon in the upper right corner of the website.
Find the form type, and click on the "Properties" option
Screen_Shot_2017-04-11_at_8.56.28_PM.png
On the left side of the Form Properties page, select the "Permissions" option to access and set permissions.

 

Set Field Permissions

To set permissions on a field within a form, click on the "Fields" option instead.
Find the field that needs to have permissions set, and click the "edit" option for the field
Screen_Shot_2017-04-11_at_9.00.18_PM.png
Once editing the field, there will be a "Permissions" option in the left column to select. For fields, permissions can be enforced or disabled, so there is a box to check in order to activate field permissions
Screen_Shot_2017-04-11_at_9.01.49_PM.png
After checking the box "Enforce field permissions" a table very similar to the form permissions will be generated to allow specific roles the View and Update permissions to this particular field.

Field permissions are mainly used to further limit user access to sensitive information that does not impede their ability to work normally, i.e. property manager contact information, contract dates, etc.

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