Define Access and Permissions for a Module and Workflow

The sytem provides you with the facility to include members as module owners and provide permissions to view records across different levels. 

After importing a module within the project, its essential that you define the access and permissions to project users and groups.

Adding into the groups and providing the necessary permissions enables users to access the various details associated to a project.

An added facility to define responsible members and permissions at each step of the workflow is also available within the module.

Step 1: After importing a module, from the Module Setup list, open the module for which you want to setup access and permissions

Step 2: From the General menu that opens by default, click the drop-down lists next to Users and choose the member from the list

Step 3: From the Groups drop-down list, specify if the member belongs to the User or Admin group 

Step 4: Proceed to grant permissions to view the records.

Step 5: Save your settings

Step 1: In the "View All Records" section, click the drop-down lists next to Users and choose the member from the list

Step 2: From the Groups drop-down list, specify if the member belongs to the User or Admin group 

Step 3: Save your settings

Pre-requisite: Import the module before you begin to define access and permissions.

Access the Module Setup within the Project Settings and open the relevant module. From the Workflows menu, click the drop-down lists next to Users, Groups and choose the appropriate value from the list.