Groups and Permissions
Last updated
Last updated
Activate/Deactivate Groups and Permissions: A toggle that allows the system administrator to enable or disable the use of groups and permissions across the platform. When turned off, the system may default to a less granular access control model.
Group List: Shows the list of available user groups within the organization. Each group can be configured with specific permissions. Administrators can add new groups by clicking the "+ New" button.
Permissions Table:
Displayed once a group is selected or a new group is being configured.
Lists all document types recognized by the system (e.g., INVOICE, CREDIT_NOTE, DELIVERY_NOTE).
For each document type, there are checkboxes for different permissions:
View: Permission to see the document.
Update: Permission to modify the document.
Delete: Permission to remove the document from the system.
First Approval: Permission to perform the initial approval of the document.
Second Approval: Permission to perform a secondary level of approval (if applicable).