Article Content

Overview

Inferred permissions give users with explicit permissions access to object types through relationships and references without directly granting permission through the role field on a configurable form.

User Account Requirements

The user must have Administrator permissions in order to access the Admin Overview section. 

Navigation

1. From the Home screen, click the Administration icon.

Administration Icon

2. From the Administrator Settings menu, click Admin Overview.

Administrator Settings Menu

3. From the Admin Overview screen, click the Object Types tile under the Data Model section.

Object Types Tile

4. From the Admin: Object Types screen, enter an Object Type Name in the Search field to narrow the search results list.

Search Field

5. Click on an Object Type link.

Object Type Link

Adding Inferred Permissions on an Object Type

1. Scroll to the bottom of the screen and click the Role tab.

Role Tab

2. Add a Role to the Object Type. Refer to the Add Roles to an Object Type article for further information on adding a Role to an Object Type.
3. Once a Role is added to the Object Type, click the Role.

Role Link

4. From the Edit Role Permissions pop-up, click on the Object Type's Monogram, expanding the Navigation tree, revealing relationships and references saved to the Object Type.

Object Type Monogram

5. Click on a Reference or Relationship to display the associated Object Types (e.g., clicking Activity will expand the tree to reveal the Activity Object Type).

Reference or Relationship

6. Click an Object Type, placing a checkmark next to it, granting Inferred Permissions to that Object Type. Object Types will have a Monogram next to it.

Object Type

7. Click the Update button.

Update Button

8. From the Change Role Permissions?  pop-up, click the Change Permissions button to add the Inferred Permission to the Object Type.

Change Permissions Button