Access Keys

[CommunityJedi22]

Access Keys are based on the existing system permissions that get assigned to group users and other group users. The key difference is that these permissions can be applied to a single user (like one outside your group). Use a combination of area permissions when creating a key. Keep in mind that a user will still need to have the Access Right permission to perform that action that gets assigned through the Access Key. For example, a user needs to have “Create / Edit Accounts” access right to edit an account they have access to through a Read + Modify setting on an Access Key. Without the Create / Edit Access right the Access Key permission will not work.

Sample Use Case 1: There is a user that is not part of your user group in the system, they are in Other Groups. Because you don’t want all other users outside of your group to be able to access your account or document information, previously you were stuck. Now with Access Keys, you can assign that one user, say it’s a backup rep or support rep, access to your accounts, documents, or price profiles with the correct level of permissions.

Sample Use Case 2: Four regional sales teams are overseen by two sales directors. Each director needs access to create, modify, and delete all price profiles, accounts, and documents in the two groups of sales users that they oversee. But they only need view access into the other two groups for accounts and documents.

Permission areas: these are the areas that a user owns that others can be provided or denied access to.

• Price Profiles
• Accounts
• Documents

Permission setting options: these are the permission options that are used to provide or deny access to areas a user owns. Only one setting can be selected per permission area.

• Deny Others Access
• Allow Read Only
• Allow Read + Modify
• Allow Read + Modify + Delete

For more details on how these permissions get applied, go to:
https://community.1worldsync.com/t5/CO-Personnel/Personnel-Access-Rights-amp-Keys-How-Are-Rights-and...

If you have any further questions, please let us know in the comments area below.  

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