Articles on: OneHash CRM | User and Permissions

Managing Permission Level

Managing Perm Level in Permission Manager

Perm Level reduces the amount of information visible or changeable in a specific Doctype for certain User Groups. Whereas you can define visibility or changeability for each Doctype by customizing the Doctype-specific Permissions Rule, you can change these for specific Sections or Fields with the Perm Level.

In each document, you can group fields by "levels". Each group of fields or field group is denoted by a unique number (0, 1, 2, 3 Etc.). A separate set of permission rules can be applied to each field group. By default, all fields are of level 0.

Perm Level (An abbreviated form of Permission Level) for a field can be defined in the Customize form.

If you need to assign different permissions of a particular field to different users, you can achieve it via Perm Level. Let's consider an example for better understanding.

Delivery Note is accessible to Stock Managers as well as Stock Users. You don't wish Stock User access the amount related field in Delivery Note, but other fields should be visible just like it is visible Stock Manager.

For all related fields that should not be seen, you can set Perm Level as 2.

For Stock Managers, they will have permission on fields on Delivery Note with Perm Level 2. In contrast, a Stock User will not have permission on Perm Level 2 for Delivery Note because their role has not been assigned with a rule allowing them to read or write in Field with Perm Level of 2, as shown below.

Considering the same scenario, if you want a Stock User to access a field at Perm Level 2 but do not want to permit to edit it, the Stock User will be assigned with permission to only be able to read on Perm Level 2, but not to write/edit.

Perm Levels (1, 2, 3 or 2, 1, 3 or 3,2,1) do not need to be in any particular order. They do not imply hierarchy. Perm Level is primarily used to group several fields together and then assign permission to Roles for that group. Hence, you can set any perm level for an item and then do permission setting for it.

If you want to change permissions for all fields in a section, you can change the perm level for the section field, and it will be applied to all fields in the section.

Updated on: 01/04/2023

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