The Permission document allows you to create new permissions or edit existing ones. Extreme caution should be exercised when modifying existing permissions or adding new ones. Even small changes can have application-wide consequences. Changes should be made only after sufficient testing with your local configuration.
When creating a new permission, you would most likely copy an existing one and change the details to meet your needs.
Following is an example copying a Create / Maintain Records (s) KFS False to create a new permission for the PUR documents.
- Template ID: Identifies the template used to create the permission, this is normally not changed when you copy an existing permission.
- Permission Namespace: Identifies the module where this permission will be used, this is helpful for reporting / searching.
- Permission Name: Identifies the specific permission - you would normally just change the Doc type in the name and leave the rest as is.
- Permission Description: Use this field to describe what the permission will be doing.
Because you have copied the permission, update the appropriate details.