Managing Permissions through the Permissions Page
Go to Permissions Page. In here you'll see the list of roles, and their preset permissions summary. A search bar is also available if you wish to find a specific role you wish to update.
You can access the each role's permissions overview by clicking on it. You can also minimize it that way.
On the role's permission overview, you'll see all the sections applied to the role.
You can also see the option to delete the section if needed.
On each section, the permission to Create, Read, Update, and Delete are provided separately.
On the upper right, you can see 2 buttons. One is to Add Permission, and the other is to Invalidate Cache.
The Add Permission button will open the Add Root Permission Form. In the form, you'll have to state the Section of the permission, select the roles to apply it on, and select the permissions to grant (Create, Read, Update, Delete),
Member's Permissions Through the Organization Page
Go to Organizations Tab. Find the organization you wish to update.
Open the organization's Member's Page. Select the member you wish to update.
On the selected member's settings, click on the View Permissions button.
Viewing Member's Permissions will take you to the Permissions page where you'll see the list of section, member's permission to Create, Read, Update, and Delete, and a button to override.
Only authorized staff can make changes with the permissions.
Use the Add Permission button to open the request form.
Managing Permissions through the User's Page
Go to the Users Tab. Find or create the user that needs permissions or updates.
You can use the search bar, or create user button.
Open the user's overview. In here you'll see the User's Details, Provider Details, and Organization Details.
In the Organization Details, you can see the Organization Role. Each existing role in the portal has it's own default permissions preset. You can change the role through here. If you wish to modify the permissions, just click on the View Permissions button to open the user's permissions page.
In the Permissions page, you'll see the list of section, member's permission to Create, Read, Update, and Delete, and a button to override. You can make changes to existing sections by clicking on the override button.
To add sections, click on the Add Permission button to open the request form. Complete the form and submit.
