Permissions Management

The Permissions Manager in SPAdmin is used to view SoftPro Select permissions and add users and groups to them. This topic contains information and links to other instructions about permissions and rights.


Permissions

Permissions are the rights associated with SoftPro Select features, also known as "secured items". For example, Checklist tasks are secured items in SoftPro Select. Users and groups are added to permissions to grant or deny them access to SoftPro Select features. In order to be able to add or delete Checklist tasks, a user must be part of the Checklist items permission, or must belong to a group that is part of the Checklist items permission.


Rights

Rights are the specific actions regarding secured items that can be controlled. In the case of ClosedChecklist tasks, you can grant or deny the right to add and delete tasks. If you grant the right only to add, the user or group will not have the ability to delete. You must select the rights you want to grant or deny.

 

For example, say user Jim needs the ability to add Checklist tasks in ProForm. To do this, you would add Jim to the Checklist tasks permission, and grant him the right to add.

Adding a User or Group to a Permission

Removing a User or Group from a Permission

Editing User or Group Permissions

Editing Permission Properties

Permissions Guide