Permission sets, in combination with product licenses, determine what features and data users can access. Several types of permission sets are available, corresponding to roles within Replicon. Each user can be assigned one permission set of each type.
You can create as many permission sets as you need to meet your requirements. Or, you may choose to use or update the default permission sets, instead of creating new sets.
To create a new permission set:
The page will update with all configurable permissions for the selected permission set type.
If you are adding a User or Project Management set, a User Types section also displays.
The page will update with all configurable permissions for the selected user type.
You can now assign the permission set to users in their user profiles.
After creating or editing a permission set, you may need to log out and back in to the application before changed permissions will come into effect.
The updated permissions will apply to all users assigned that permission set.
When editing a permission set, first confirm that the change should apply to all users who are assigned the set. If the change should only apply to some users, you may need to create a new permission set, and assign that to users requiring the changed permissions instead.