System Settings

34 minutes

How to set up permissions in Yesplan.

Table of Contents

• Overview
• Why?
• Concepts
  • Templates
  • Permissions
  • View
  • Edit
  • Edit Prices
  • Delete
  • Edit Permissions
  • Resource Bookings
• Best Practice
  • User Groups
  • Permission Templates
  • Common: Capabilities
  • Common: Permissions
  • Common: User Groups
  • Common: Events
  • Common: Resources
  • Common: Ownership
  • Function Template
  • Function: Allowed to…
  • Function: Tabs
  • Function; Statuses
  • Assign Templates
  • In Short
• Resource Bookings
  • Resource Bookings
  • Separate Booking Permissions
  • Event “Edit” Permission
  • Resource Bookings
• Some Remarks
  • Status Order
  • Adding Users
  • Admin Permissions
• Conclusion
• Next Steps

Summary

• Contents:
  • Introduction
  • Why use the best practice and some concepts
  • Demonstration: user groups, common template and function template
  • Demonstration: “Edit Booking” and “Delete Booning” versus an event’s “Edit” permission for bookings
  • Some remarks: status gaps, adding users, the perks of being an administrator
• Goal: After this session, you will know how to set up the permissions for different user groups, using templates, permissions and capabilities.
• Intended for: Administrators.