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Understand the permission and access model

Roles determine which records and administration pages a user may view or edit. Read access does not grant permission to save changes. Operators may receive access to specific administration tools without becoming tenant administrators.

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Understand the permission and access model

Roles determine which records and administration pages a user may view or edit. Read access does not grant permission to save changes. Operators may receive access to specific administration tools without becoming tenant administrators.

Who can do this: Tenant administrator, Operator

Before you start

  • Use an account with access to the stated page and permission for the chosen action.

Safeguards

  • A visible page alone does not establish permission to change its data.
  • Review the effective permissions rather than relying only on the role name.
  • If a required permission is absent from the editor, ask the product administrator to investigate; do not work around the permission boundary.
  1. Open Configuration → User Management → Roles and inspect the selected role’s permission grid.
  2. Find the relevant resource or administration area.
  3. Review read, create, edit and delete access separately.
  4. With a suitable test account, verify which records and pages are visible and whether changes are allowed.

Expected outcome: The user has reviewed the result of understand the permission and access model in the application.

Aanbevolen werkwijze

  • Geef alleen benodigde rechten.
  • Controleer rollen en teams na organisatiewijzigingen.

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