Managing Permission Types

Users with Full admin permission can add and modify Permission Types. 

Navigate to Settings > Security Center. Click Permissions on the sidebar. At this step you have two choices, detailed below.

Modify a Permission Type:

Click on the permission type to adjust the settings of an existing Permission Type.  SAM will take you to the Permission Type screen.

NOTE: changes to a Permission type will affect the permission of all users who currently have this permission type.

To Edit the Permission:

Click Edit from the sidebar. 

Choose how to modify the user access by checking or un-checking the boxes next to each table you want to provide the user with access to. 

On Save, Filters can be applied.

Under each Main Entity, a link is presented that allows for filters to limit this permission type's access to a sub-set of records. 

Commonly used for Users to access only: 

• Specific States, programs, other classification types
• Where the user is set as a role on the record, such as Social Worker or Case Coordinator

Deleting a Permission Type: 

From Settings > Permissions > Click on the Permission type that you want to delete. 

Click Advanced Options > Delete this Permission Type. 

If a Permission type is deleted that a Person is set to, SAM will double check before deleting. The Person continues to have Login as set, but the Permission type is now blank.