Presets of access rights are pre-made sets of access rights. You can use them if users in your system have roles with the same access rights: for example, operator, manager, end user, etc.
The list of presets is in the upper part of the Access tab. Here you can create, edit and delete the presets. You can work with presets both in the properties of the user to whom the rights are granted, and in the properties of the object to which the user should get access.
If you work with presets from the user properties, then each type of object (unit, route, resource, etc.) has its own lists of presets. Therefore, when you select different types of objects in the drop-down list on the left, you can see different lists of presets.
There are two ways two create presets:
In the example below, we create a preset in the properties of a user to who should get access rights to a unit. You can also create a preset from the properties of the unit, that is, of the object to which the user should get access (except for routes and users).
To create a new preset, follow the steps below.
If you want to create a preset on the basis of an existing one, follow the steps below.
Change the set of standard and special access rights for the new preset.
To apply the created preset to other objects, mark them in the list on the left and select the preset.
Preset colour
Each preset has a colour assigned automatically during its creation. The objects in the list to which a certain preset is applied are highlighted with its colour. If a preset doesn’t have any selected access rights (for example, the No access preset), the object to which this preset is applied remains uncoloured.
The objects for which certain access rights are selected without applying a preset are highlighted in yellow. The same colour is used for the objects for which you have selected a preset, but not all the access rights from it have been applied (for example, if the hierarchy rules are violated). Also, a yellow background is used if a user doesn’t have access rights to a unit, but has rights to the group this unit belongs to.
In the example below, we edit a preset in the properties of a user to who should get access rights to an object. You can also edit a preset from the properties of the object to which the user should get access (except for routes and users).
To edit the name of a preset and/or the set of rights in it, follow the steps below.
As a result, the user's access rights to the selected object change, as well as to other objects to which this preset is applied.
If you edit a preset in the properties of the object itself, the users’ access rights change only to the object in the properties of which you have edited it. In the properties of other objects, the users to whom this preset has been applied are no longer highlighted in its colour, and their rights remain the same.
To delete a preset of access rights, follow the steps below.
As a result, the preset is deleted. The users’ access rights granted using this preset don’t change. The background for the object to which the deleted template has been applied becomes yellow.