1. Implementing Product Management
  2. Permission Sets

Permission Sets

A permission set contains individual permissions. Each permission identifies the object for which permission is given, the conditions that must be met, and the type of access to be granted on the object.

For example, the administrator wants to give component engineers based out of New York City or Houston permission to view all manufacturers and restrict manage permission to some US manufacturers.

Here are some details on permission sets:

  • The permission sets that you create appear for selection on the Permission Sets tab when you create a team.
  • A permission set can be assigned to multiple teams.
  • If you make any updates to the permission sets with conditions containing extensible flexfield attributes, you must rebuild the index for the object to apply the updates made to the access control list.
  • When the State attribute (on a manufacturer) is modified or added in a condition used in a permission set, you must rebuild the index for manufacturer objects to apply the updates.
  • To view a listing of the permission sets that have already been created, see the Search Permission Sets page. On the search page,
    • You can search for specific permission sets and sort the list of permission sets by the columns.
    • Click the permission set name to see details of the permission set.

Create a Permission Set

  1. On the Tasks panel tab, click Configure Teams.
  2. Select Permission Sets from the Product Management Search drop-down list.
  3. Click Create on the Search Permission Sets page and enter the details for the permission set:
    1. Name: Unique name of the permission set.
    2. Description: Short description on the permission set.
    3. Object: Select the object for which you want to create the permission. For example, Manufacturer.
    4. Condition: Select a condition from the list of available conditions or you can also click Create Condition to create a new condition.

      The condition helps narrow down the object by applying filters on object attributes.

    5. Permission: Permissions are listed according to the selected object. Select a permission based on the actions you want the team to perform on the object. For the manufacturer object, the available permissions include Create, View, and Manage.

      Create: Allows user to create the manufacturer.

      View: Allows the user to see the manufacturer attributes in read-only format.

      Manage: Allows the user to view and edit a manufacturer.

  4. Click Save.