Managing Permissions
Controlling access to your company's data is of paramount importance.
To this end, Systemize! provides several different levels of permission for each user on every form type.
The most important measure is to prevent non-authorized persons accessing your data at all. To this end, Systemize! offers extensive security measures. Learn more about our data security.
Within your own company, though, it is desirable that only certain employees be able to access particular sets of data.
For every type of record (i.e. order acknowledgements, bills of materials, or your contact list) a different permission level can be set for each authorized user. The permission levels are:
- No Access (the user cannot see, edit, or create records)
- View Only (the user can see existing records, but cannot change them, or create new ones)
- Edit (the user can see and edit existing records, but cannot Post them - meaning that record is not finalized for use)
- Post (the user can see, edit, and post records, but the user cannot edit posted records.
- Edit Posted (the user has full permission for this type of record)
- Create Form Rules (the user has full permission for editing, plus the ability to define custom rules)