Documentation Index

Fetch the complete documentation index at: https://help.idibilling.com/llms.txt

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Understanding Permission Profiles

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Permissions are grouped into four main categories:

  • Application. Everything to do with Client and Admin Console.

  • Confidential Information. These options include edit and mask (hide) settings for such information as bank account numbers, social security numbers, etc.

  • Object. These are automated processes such as work flows and execution plans. If these are turned off, any step requiring a user intervention will not work. Since the default for these is off, they should be turned on.

  • Reports. Access to specific reports can be limited to groups. These permissions control who can delete, modify. and upload report definitions and who can view the SQL for a report.

    Each of these categories is further divided into subcategories.

    For example, Applications has a sub-category named CostGuard Client, which is further subdivided into Customer Management, Accounts Receivable Management, and so on.

Permission Colors

Enabled permissions are green.

For a permission to be enabled, all nodes in the path must be enabled.

Disabled permissions are red.

Note

If a permission is prefaced by Deny, enabling that permission denies access to the related functionality. For example, if you enable Deny under Admin Console > Security, the Security node for users assigned to that profile is not displayed when they access Admin Console.

AdminNoSecurity

Note

If you are assigned to two different profiles with overlapping permissions -- and the same permission is enabled in one but disabled in the other -- the enabled permission will override the disabled permission.