Role Permissions

The Role Permissions screen, found in the Administration Section, allows users to edit and maintain permissions granted to users for all forms in the Incident Action Plan.

Contents

Manage Permissions

Assign Permissions to a Role

Assign Permissions to a Form

Deny Permissions

Manage Roles

Add a Role

Copy a Role

Delete a Role

Manage Permissions

The administrator may grant access to certain forms by assigning permissions per role selected in the By Role tab, or by assigning forms to roles in the By Permission tab. Most permissions can either have read only, (Access), or ability to read and edit the form, (Full Control), granted per role and then that specific role can be assigned to a user by their administrator.

Assign Permissions to a Role

Administrators can assign permissions per form to roles. These roles can then be assigned to personnel within the database per incident.

Select the By Role tab .

Click the drop-down next to Select Role in the top left corner of the form.

Scroll through the list and select the role.

Click on the Role to assign permissions to from the list.

The selected role will show the permissions that are assigned to it.

Scroll through the list of forms and select the checkbox under the Access column to assign view only permissions for that form. To assign read and edit abilities, click the checkbox in the Full Control column for that form.

NOTE: Selecting checkboxes under the Full Control column will automatically select the checkbox under the Access column for that form. Most forms can be granted only Access and not Full Control.

Click the Save button to keep the changes.

Assign Permissions to a Form

Administrators can assign permissions per form to each role and then assign the roles out to personnel for each incident.

Select the By Permission tab in the top left corner of the form.

Click the drop-down next to Select Permission and choose the form to be assigned.

Scroll through the list and select the form.

Click on the Form to assign permissions to from the list.

The selected form will show the permissions that are assigned to it.

Scroll through the list of roles and select the checkbox under the Access column to assign view only permissions for that form. To assign read and edit abilities, click the checkbox in the Full Control column for that form.

NOTE: Selecting checkboxes under the Full Control column will automatically select the checkbox under the Access column for that form. Most forms can be granted only Access and not Full Control.

Click the Save button to keep the changes.

Deny Permissions

Users can deny permission to view any form by unchecking the box under the Access column.

Manage Roles

While under the By Role section, the administrator can create a new role or copy from another role.

Add a Role

Administrators can create new roles by adding a role in this screen.

Click on the Add Role button , and click the Create Blank radio button .

In the field provided, free type the title of the new role being added.

Click the OK button and the newly created role will appear as a choice in the drop-down menu.

Copy a Role

Administrators can create new roles similar to another role by choosing to copy from that role.

Click on the Add Role button , and click the Copy From radio button .

In the field provided, free type the title of the new role being added and select a role from the drop-down choices to copy from.

Click the OK button and the software will copy all the same permissions granted to the copied role into the newly created role.

Delete a Role

Administrators can delete roles no longer needing to be in that database.

To remove a role, click on the Delete button .

Confirm the removal by clicking OK in the dialog window that pops up or click Cancel to cancel the deletion.