2023:Permission Sets: Difference between revisions

Revision as of 16:48, 15 March 2023

WIP

This article is a work-in-progress or created as a placeholder for testing purposes. This article is subject to change and/or expansion. It may be incomplete, inaccurate, or stop abruptly.

This tag will be removed upon draft completion.

Add Permission Sets to Grooper 2023

In this article we will show you how to add and update permission sets to access different areas of a repository in Grooper 2023.

About

There may be times where you do not want everyone to have full access to your Grooper repository. After putting in hours of work into customizing your repository design for your company needs, you do not necessarily want someone without training being able to edit your work.

You may have some employees that design the repository and you may have others that simply review the extracted data. Each employee that works with Grooper may have different needs and require different restrictions. With permission sets you can customize who has access to which part of the repository you are working on.

Adding Permission Sets

Open Grooper and click on the "Design" icon.

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Make sure the repository root node is selected and click on the "Root" tab if not already selected.
Click the ellipsis button at the end of the Permission Sets property.

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Once the Permission Sets window opens, click the plus sign button in the top righthand corner to add a new permission set.
On the right side of the window, you will have a set of options to choose from.

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To the right of Name enter the name you wish to give to this permission set. In this example we are going to use the name "Reviewer".
Click the ellipsis button to the right of the Applies To property.

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In the window that pops up, search for the group you wish this permission set to apply to.
If you want to assign permission sets to individual people, first click the person icon above "Description" to switch to a list of individuals rather than groups.

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Double click the group or individual you want to assign to the permission set. You can add multiple at one time.
Click "OK".

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On the Permission Sets window, click the arrow to the left of the Page Access property to open up another set of properties.
Add a check mark next to each item you wish the groups or individuals to have access to.
Click "OK".

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Once your permissions are set, click the save icon to save the configured Permission Set.

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@@ Line 21: / Line 21: @@
 # Open Grooper and click on the "Design" icon.
-# Make sure the repository root node is selected and click on the "Root" tab if not already selected.
+|
+[[File:2023-Permission Sets - Creation 01.png]]
+|-
+|valign=top|
+#<li value=2> Make sure the repository root node is selected and click on the "Root" tab if not already selected.
 # Click the ellipsis button at the end of the '''''Permission Sets''''' property.
-# Once the '''''Permission Sets''''' window opens, click the plus sign button in the top righthand corner to add a new '''''permission set'''''.
+|
+[[File:2023-Permission Sets - Creation 02.png]]
+|-
+|valign=top|
+#<li value=4> Once the '''''Permission Sets''''' window opens, click the plus sign button in the top righthand corner to add a new '''''permission set'''''.
 # On the right side of the window, you will have a set of options to choose from.
-# To the right of '''''Name''''' enter the name you wish to give to this permission set. In this example we are going to use the name "Reviewer".
+|
+[[File:2023-Permission Sets - Creation 03.png]]
+|-
+|valign=top|
+#<li value=6> To the right of '''''Name''''' enter the name you wish to give to this permission set. In this example we are going to use the name "Reviewer".
 # Click the ellipsis button to the right of the '''''Applies To''''' property.
-# In the window that pops up, search for the group you wish this permission set to apply to.
+|
+[[File:2023-Permission Sets - Creation 04.png]]
+|-
+|valign=top|
+#<li value=8> In the window that pops up, search for the group you wish this permission set to apply to.
 # If you want to assign permission sets to individual people, first click the person icon above "Description" to switch to a list of individuals rather than groups.
-# Double click the group or individual you want to assign to the permission set. You can add multiple at one time.
+|
+[[File:2023-Permission Sets - Creation 05.png]]
+|-
+|valign=top|
+#<li value=10> Double click the group or individual you want to assign to the permission set. You can add multiple at one time.
 # Click "OK".
-# On the '''''Permission Sets''''' window, click the arrow to the left of the '''''Page Access''''' property to open up another set of properties.
+|
+[[File:2023-Permission Sets - Creation 06.png]]
+|-
+|valign=top|
+#<li value=12> On the '''''Permission Sets''''' window, click the arrow to the left of the '''''Page Access''''' property to open up another set of properties.
 # Add a check mark next to each item you wish the groups or individuals to have access to.
 # Click "OK".
+|
+[[File:2023-Permission Sets - Creation 07.png]]
+|-
+|valign=top|
 # Once your permissions are set, click the save icon to save the configured '''''Permission Set'''''.
+|
+[[File:2023-Permission Sets - Creation 08.png]]
+|}