Permission definition

In ActivityInfo, a Permission is a right given to a user to allow them to perform a specific task. Without the required Permission, a user will be prevented from performing that task. Permissions are part of Roles.

Permissions are the primary mechanism for controlling what a user can do in a Database, Folder, Form or Subform. Permissions are linked to Roles which are specific to each type of Database template. So depending on the Role you choose, a different set of Permissions will be available. 

Permissions available

  • View records
  • Add records
  • Edit records
  • Delete records
  • Export records
  • Manage reference data
  • Manage users
  • Manage record locks
  • Add forms and folders
  • Edit forms and folders
  • Delete forms and folders
  • Share reports
  • Publish reports

Some Roles combine Permissions with other Parameters so you can further refine the Permissions. For example, the Role of Reporting Partner in the Multi-partner reporting Database template is combined with the Parameter 'Partner'. So after adding the Partner organizations in the Reference Form, using this combination in this Role gives the following result of Permissions:

  • View where partner is user's partner
  • Add records where partner is user's partner
  • Edit records where partner is user's partner
  • Delete records where partner is user's partner
  • Export records

This way you can restrict users' permissions to Records related only to their organization.