Database Settings Page
The Settings Page allows the user to customize and designate permissions for the Database Module.
Module Levels Tab
The Module Levels Tab shows the different module levels for the Database Module and the default permissions that are granted to each module level. The eyeball icon under the “Actions” column opens a modal that allows the user to view the permissions granted to the users with that role.
There are four base Module Levels with default permissions in the Documents Module that cannot be altered by the user. The permissions associated with each are explained in the table below.
How To: Add a New Module Level (Database Module)
To add a new module level in the Database Module, go to the Settings Page and select the “New Module Level” button.
This opens the New Module Level Modal.
Input a name for the new module level and select the “Save” button.
The new module level will now show in the module level table on the Settings Page. Module levels created by your organizations can be customized.
Select the bulleted list icon to add permissions to the new module level.
Click the checkboxes for the permissions you would like to be granted to the new module level.
Select “Save” when done added permissions.
Reports Module - Module Level Permissions Table | |
Module Level | Permissions |
Admin | Manage roles (add/view/edit/delete, assign hidden roles, role permissions), Database (view/edit/delete/list/add, upload csv), Database Fields (edit/delete/view/list), Database Entry (view/edit/delete/list/add), Can delete entries from other modules, Database draft entries (abandon drafts from guests/users, view drafts from users/guests, list drafts from user/guests, reassign drafts), Database Group (list/add/edit/delete/view) |
Guest | Database (view / list), Database Field (view / list), Database Entry (view / list) |
Manager | Database (view / list), Database Field (edit / delete / view / list), Database Entry (view / edit / delete / list / add) |
Staff | Database (view / list), Database Entry (View) |
The above permissions only apply to users accessing this database via the database module. When integrated with other modules, users automatically have access to view and add entries for relevant items within the module. Example: If no one is allowed to view this database, but it is integrated to the forms module, then someone who can fill out forms relevant to this database can see the entries in it.
Module Level Customization Icons | |
Icon | Explanation |
| The eyeball icon allows you to view users assigned to the module level as well as the permissions assigned to them. |
| The bulleted list icon allows you to assign permissions to customized module levels. |
| The pencil icon opens the Edit Module Level Modal. |
| The trashcan icon opens the Delete Module Level Confirmation Modal. |
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