Skip to main content

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 showsof Settings Page can be accessed from the differentMain Menu. The system default module levels for the Databasemodule are visible in the Module andLevels theTable. defaultNew module levels with customizable permissions thatcan arebe grantedcreated toand eachmanaged moduleon level.this 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.tab.

image.pngimage.png

There are four basesystem Moduledefault Levelsmodule levels associated with defaultthe permissionsReports inModule. An explanation of the Documents Module that cannot be altered by the user. The permissions associated with each default module level are explainedshown in the table below.

How To: Add a NewReports Module Level (DatabasePermissions Module)

{{@324}}Table below.

System default module levels cannot be customized.

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.

New Module Levels can be created in order to customize module level permissions to suit your organization's needs. An explanation of the icons associated with customized module levels have been provided in the table below.

Module Level Customization Icons

Icon

Explanation

image.png

The eyeball icon allows you to view users assigned to the module level as well as the permissions assigned to them.

image.png

The bulleted list icon allows you to assign permissions to customized module levels.

image.png

The pencil icon opens the Edit Module Level Modal.

image.png

The trashcan icon opens the Delete Module Level Confirmation Modal.

How To: Add a New Module Level (Database Module)


A complete list of all permissions associated with the Database Module have been provided below.

image.png