Version 5.1 by karimpirani on 2014/06/24 19:59
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1 Note: OU = Organizational Unit
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3 The following permissions are the recommended set for an OU Administrator:
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5 1. CANS_CREATE
6 1. CANS_DELETE
7 1. CANS_EDIT
8 1. CANS_VIEW
9 1. CLIENTS_CREATE
10 1. CLIENTS_DELETE
11 1. CLIENTS_EDIT
12 1. CLIENTS_OU_EDIT
13 1. CLIENTS_OU_VIEW
14 1. CLIENTS_TAG_EDIT
15 1. CLIENTS_TAG_VIEW
16 1. CLIENTS_VIEW
17 1. OU_VIEW
18 1. REPORTS_VIEW
19 1. <Any Reports that OU Admins should have visibility to>
20 1. RESPONSIBILITIES_CLIENT_EDIT
21 1. RESPONSIBILITIES_CLIENT_VIEW
22 1. RESPONSIBILITIES_OU_EDIT
23 1. RESPONSIBILITIES_OU_VIEW
24 1. RESPONSIBILITIES_USER_EDIT
25 1. RESPONSIBILITIES_USER_VIEW
26 1. RESPONSIBILITIES_VIEW
27 1. ROLES_VIEW
28 1. STAFF_EDIT
29 1. STAFF_OU_EDIT
30 1. STAFF_OU_VIEW
31 1. STAFF_VIEW
32 1. TAXONOMY_CLIENT
33 1. TAXONOMY_CLIENT_VIEW
34 1. OU_ADMIN
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36 (((
37
38 )))
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40 * Remember to give the OU administrator //responsibility// for their Organization Unit and to //place// staff and clients into the OU for which the OUAdmin will be assigned responsibilities.(% style="font-size: 14.399999618530273px; background-color: rgb(245, 245, 245);" %)
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42 [[image:Missing.png]]
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44
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46 * There is no need to //place// the OU Administrator at the OU
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48 [[image:Missing.png]]
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50
51
52 ----
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54
55
56 **Domain Administrator**
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58 II. For a Domain Administrator add all permissions and remove the OU_ADMINISTRATOR Permission.
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60
61 **Office Support**
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63 III. For a Office Support (Client Creation) add the following:
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65 1. ROLES_VIEW
66 1. CLIENTS_CREATE
67 1. CLIENTS_DELETE
68 1. CLIENTS_EDIT
69 1. CLIENTS_OU_EDIT
70 1. CLIENTS_OU_VIEW
71 1. CLIENTS_TAG_EDIT
72 1. CLIENTS_TAG_VIEW
73 1. CLIENTS_VIEW
74 1. OU_ADMINISTRATOR
75 1. RESPONSIBILITIES_USER_VIEW
76 1. CANS_VIEW
77 1. DATA_ENTRY_ADMINISTRATOR
78 1. CANS_CREATE
79 1. CANS_EDIT
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83 The Office Support person should be placed at the OU where they will be administering and entering clients and have responsibility for the OU so they can work within it.