System Permissions section to control user permissions on your system. This article gives an overview of what system permissions are and how to change them.
TABLE OF CONTENTS
- User permissions screen overview
- How permissions work
- Change user role permissions
- Bulk edit user role permissions
- Rename a user role
System permissions screen overview
The System Permissions screen contains:
Usernames
Email address used to access Equinox
First name
Last name
Roles
How permissions work
Every Equinox account is assigned a user role. Permissions are set on the role level, rather than against each individual user. Each Equinox section will be assigned one of the following permissions:
| Permission name | Description |
|---|---|
| None | User role cannot access this data |
| Read | User role has read-only permissions |
| Edit | User role can edit existing data |
| Create | User role can create new data |
| Delete | User role can delete existing data |
Change user role permissions
To change the permissions linked to a user role:
Go to the Permissions screen
Click the role you want to edit permissions for
This takes you to the Permissions - Edit Role Settings screen
Scroll down to the permission setting you want to edit. In this case we want to set all System Permissions to Create, so we select Create from the relevant dropdown menu
Click the Save button on the bottom right of the screen to implement your changes
You can also edit user role permissions in this way:
On the Permissions page, click the Edit Role Permissions button
This takes you to the Permissions - Edit Role Settings screen
Select the role you want to update from the dropdown menu
Click the Load button
This takes you to the Permissions - Edit Role Settings screen
Scroll down to the permission setting you want to edit. In this case we want to set all System Permissions to Create, so we select Create from the relevant dropdown menu
Click the Save button on the bottom right of the screen to implement your changes
Bulk edit user role permissions
In this example we've created a new account and we want it to have read-only access to Equinox. You can now quickly set all permissions to the correct access level in one go. To do this:
Go to the Permissions - Edit Role Settings screen
Choose the correct access level (in this case Read) from the Set all to dropdown menu
Click the Save button on the bottom right of the screen to implement your changes
Rename a user role
You can rename the predefined user roles in your Equinox system. To do this:
Go to the Permissions screen
Click the Role you want to edit the name of
This takes you to the Permissions - Edit Role Settings screen
In this example, we want to change Standard Role to New Standard Role
Enter the new role name (in this case New Standard Role) in the Role Name text box
Click the green Save button at the bottom of the page
You'll see a message box in the bottom right of the screen telling you that the role name has been updated
