Permissions Overview
- 08 Aug 2024
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Permissions Overview
- Updated on 08 Aug 2024
- 2 Minutes to read
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Permissions are settings that an administrator can enable to grant or restrict a user or Group's access to data, viewing the Studio, Designer Elements (Flows, Rules, etc.), and Folders.
Types of Permissions
Users can manage different types of permissions to customize the user experience for end users by using permissions on Folders, Pages, and Workflow items. Users also can change permissions using Studio settings under System Settings.
| Permission | Description | |
|---|---|---|
| 1 | Folder | Permissions can be set to hide folders from users or groups |
| 2 | Page | Permissions can be set to hide a Page/Dashboard from users or groups |
| 3 | Workflow | Permissions can be set to hide/show different Workflows |
| 4 | Entity Action | Permissions can be set on entity actions to show or hide custom actions to users or groups |
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Implementing Permissions for End User
Setting Folder Permissions
Administrators and users with Designer Group permissions can change a Folder's permissions to control how a user or Group interacts with the Folder.
Folder Visibility
Administrators can utilize the [User Portal Visibility] Hide or [User Portal Visibility] to display or hide a Folder from the end user.
Guest Account Permissions
Administrators can enable access to specified Workflows or Folders for a Guest account of non-registered users.
Setting Permissions on Workflow Catalog and Catalog Items
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Restricting Access to Data Based on User Groups
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Custom Permissions
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Entity Action Visibility
Administrators can use Action Visibility Rules on entities with Configuration Folders to show or hide actions.
Permission System Settings
Administrators can configure permissions at run time using settings from System Settings.
Configuring Access with Designer Studio Settings
Under the Designer Studio Settings, Administrators can change how a user interacts with the Studio by:
- Granting permission to what groups can see and/or create database connection strings
- Restricting a groups access to inline page editing
- Permitting access to the Query Editor
Configuring Access with Portal Settings
Under the Portal Settings, Administrators can change how a user interacts with the Portal by:
- Enabling a Guest account to log in
- Granting access to which users and or groups can create root folders
- How the Portal and Studio are viewed
- Default group new users will be placed in
- Self-registration for new users and confirmation of registration
For further information on Administration, visit the Decisions Forum.
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