User Manual

10.09.2024

MANUAL

Site Function: Access Control

## Overview This is a function to set access rights on a site-by-site basis. The access rights are as follows: ![image](https://pleasanter.org/binaries/bd910680dcf14402aafe9409338db5ae) ## Prerequisites 1. "Site Administration" and "Permission Management" are required. ## Target For Which Access Rights Are Set Target for which access rights are set are as follows. |No|Target|Description| |:--:|:--|:--| |1|Folder|By setting access rights for a folder, you can inherit access rights for tables under it.| |2|Time-limited table|You can set access rights for tables and records in the table.| |3|Recorded table|You can set access rights for tables and records in the table.| |4|Wiki|You can set access rights for wikis.| ## Unit Of Access Rights Granted The units for granting access rights are as follows. |No|Unit|Description| |:--:|:--|:--| |1|Depts|Grant access rights to all users belonging to a department at once| |2|Group|Grant access rights to all users belonging to a group at once| |3|User|Grant access rights to one user| ## Types Of Access Rights The types of access rights are as follows. The following permissions are granted to depts, group, and user. |No|Type|Description| |:--:|:--|:--| |1|Read|Display table records and Wiki| |2|Create|Create new table records| |3|Update|Update table records and Wiki| |4|Delete|Delete table records and Wiki| |5|Send email|Send email from table records and Wiki| |6|Export|Export table records as CSV file| |7|Import|Import data from CSV file to table| |8|Site management|Create sites, change settings, delete, move sites, sort| |9|Permission management|Set permissions for sites and records| Additionally, the standard patterns that combine the above access rights are as follows. If you set a pattern other than the standard one, it will be marked as special. |Pattern|Read|Create|Update|Delete| Send email|Export|Import|Site management|Permission management| |:---|:--:|:--:|:--:|:--:|:--:|:--:|:--:|:--:|:--:| |Read only|〇|-|-|-|-|-|-|-|-|-| |Write|〇|〇|〇|〇|〇|-|-|-|-|-| |Reader|〇|〇|〇|〇|〇|〇|〇|〇|-| |Admin|〇|〇|〇|〇|〇|〇|〇|〇|〇| ### How To Set Site Access Rights 1. Open each site and click "Manage" - "Manage XX" from the navigation menu. 1. Select the "Site Access Control" tab. 1. Enter the name of the depts, group, or user for which you want to set access rights in the "[Option List](/en/manual/table-management-choices-text)" and press Enter key. 1. Click the target for which you want to set access rights from the search results list and click the "Add Permissions" button. Check that the target has been added to the "Permission Settings" list. 1. To change the permissions of a target, select the target in the "Permission Settings" list and click the "Advanced Settings" button. 1. After assigning permissions, click the "Update" button in the command button area. ### When Creating A Site At The Top Of The Site When creating a new site at the top of the site page, all access rights are granted to the site creator. The site will not be visible to other users. For other users to view the site, the site creator must grant access rights to them. For information on how to set access rights for a site, refer to the link at the bottom of the page. ### When Creating A Site At The Second Level Or Higher When creating a site at the second level or higher, it will inherit the permission settings of the site at the first level. However, you can disable access permission inheritance to set unique access permissions for the site. The structure of a site and the inheritance of access rights do not match. Changing the site structure does not change the permission settings. The setting methods for each are as follows. #### When Inheriting Access Rights 1. Click on the "Inherit Permission" list. ![image](https://pleasanter.org/binaries/eef45e0d532242a28e9a7838fca3db9f) 1. From the "Inherit Permission" dialog, select the site you want to grant the same access rights, and click the "Select" button. ![image](https://pleasanter.org/binaries/a8ff6c3873f24683ab468c673a471277) 1. After verifying that the selected site name is set in the "Inherit Permission" list, click the "Update" button in the command button area. ![image](https://pleasanter.org/binaries/1568e5d08bca48d1b26cdce368610af2) #### When Not Inheriting Access Rights 1. In the "Inherit Permission Source" list, select "Do Not Inherit Permission". 1. In the "[Option List](/en/manual/table-management-choices-text)", enter the name of the depts, group, or user for which you want to set access rights, and press Enter. 1. From the search results list, click the target for which you want to set access rights, and click the "Add Permission" button. Check that the target has been added to the "Permission Setting" list. 1. To change the permissions of a target, select the target in the "Permission Setting" list and click the "Advanced Settings" button. 1. After assigning permissions, click the "Update" button in the command button area. #### Displaying the list of options for "Inherit Permission" when there are sites with the same name The list of options is displayed in the format "[Site ID] Site Name", so it is easy to distinguish if there are multiple sites with the same name. #### About the search function in the "Inherit Permission" dialog The search function in the "Inherit Permission" dialog allows users to search for sites whose site name or site ID partially matches the search keyword. ## Related Information <div id="ManualList"><ul><li><a href="/en/manual/site-no-display-if-read-only">Site Function: Access Control: Do Not Display On Screen If Read-Only</a><span>08.13.2024 up</span></li></ul></article> <ul><li><a href="/en/manual/table-management-choices-text">Table Management: Editor: Item Detail Settings: Option List</a><span>08.13.2024 up</span></li></ul></article></div><input id="SearchTextHidden" type="hidden" value="" />
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