How to Create & Manage Permission Sets

Who is this article for?

 Users who are accessing Coruson on a browser.

  System Wide Administrator permissions required.

Permission sets are collections of permissions relating to an area of Coruson. The individual permissions that appear on a permission set can be toggled on or off. 

They have been designed so that you can create as many sets you need, with each set containing a different combination of permissions that are switch on. 

Example: A Safety Managers permission set could include access to read and update all report records. Meanwhile, a Safety Reporter permission set could have all the edit permissions switch off. Each set can be assigned to different groups so that staff have varying levels of access based on their memberships.

This article outlines:

1. How to Create a New Permission Set
2. How to Assign a Permission Set to a Group
3. How to Assign a Permission Set to a Group
4. Further Reading

1. How to Create a New Permission Set

1. Click on the Navigation menu.
2. Click on Administration.
3. Click People & Security.
4. Click Permission Sets.
5. Select the Add   icon on the top right hand side of the screen.
6. Enter the required information:

• • Title: A clear and concise title of the set.
  • Type: What permission collection this set includes.
  • Description: A clear description on the purpose of the set.

Important Note: The type field selected when creating the permission set controls what set of permissions are available. Once set it cannot be changed.

7. Click Create.

2. How to Assign Permissions to a Set

The type field selected when creating the permission set controls what set of permissions are available.

Example: If you select the Report module then you'll see the reporting permissions. If you select Forms then you'll see the permissions for form design and management.

To assign the permissions:

1. Open the group.
2. Go the Permissions tab.
3. Toggle on the permissions required.

3. How to Assign a Permission Set to a Group

1. Click on the Navigation menu.
2. Click on Administration.
3. Click People & Security.
4. Click Groups.
5. Open the group.
6. Click on the Security tab.
7. Select the Module.
8. Click the Add  button next to the type of security you need to assign.
9. Select the permission set.

Reminder: Permission sets are based on an area of the system and they can only be used in that area. For example, you cannot assign reporting permissions within the document module.

4. Further Reading

• How to Create a New User
• How to Create a New Security Group
• How to Manage Dynamic Roles