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.