Assign rights to a user via their employee data record

This is the best option if you want to assign all the necessary permissions to an individual user at once.

If you want to quickly assign all the rights a single user should have, assigning them via the personnel record is the way to go.

Prerequisite

• You have the right to save the personnel list and at least read access to the Users in Groups table

Procedure in the FM Portal

Path to the starting point: Basic Data - Personnel List

1. Open the record of the user whose permissions you want to set.

2. In the form, under the "Assignment to User Groups" section, check the box next to each user group to which the user should belong.

Note: Only system administrators can designate other users as system administrators.

3. Click Save in the toolbar.

The user now has the selected permissions.

Note: If a user is assigned to multiple permission groups that overlap, the most extensive permissions apply. For example, if Group 1 grants only read permissions for a specific form, but Group 2 grants edit permissions for that form, a user who is a member of both groups will have edit permissions for that form.