Sales Creatio, team edition
PDF
This documentation is valid for Creatio version 7.12.0. We recommend using the newest version of Creatio documentation.

System operation page

The system operation page consists of several areas.

Common data

Common data about managed operation.

Name

Name of the managed operation.

Code

The unique code to identify the operation. Once the record is saved, the field becomes non-editable.

Description

Description of the operation, for example, its assignment.

Operation permission

Use the [Operation permissions] detail to determine access rights to the selected operation separately for each user and role. The editable list is used while working with the detail.

User/role

A user or a role for which the access level will be determined. The field lookup contains the list of administration objects: users and user groups.

Access level

The selected checkbox displays the access right to the chosen operation for the specified user or role. If the user or role does not have the selected checkbox, it means that the access is denied. To modify the access level, select the needed record and click the [Access level] field and save the record.

Position

The priority permission for the specified user or role in relation to other users or roles added to the detail.

Toolbar

Along with the standard toolbox, the detail contains the [Up] and [Down] buttons that are used to change the position of the selected record.

If a user is included in several roles that were added to the detail, the role that is placed at the top of the list will be used for this particular user. For example, if you want to restrict all users to configure the workplaces, but to grant those permissions to a group of system administrators, place a group of “System administrators” at the top of the “All users” group. If you want to grant permissions for a certain operation to all users, except for a small group of users, place this group at the top.

Those users or roles that were not added to the detail, will not have operation permissions. Also, they will not be considered during the permission priority assignment.

Did you find this information useful?

How can we improve it?