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Viewing, Editing and Deleting Permission Rule Sets

  • January 5, 2023
  • 0 replies
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Rob Place

Reading time 2 mins

 

Introduction

 

Permission Rule Sets are applied to Workforce Compliance Requirements and dictate who will have access to view and complete the compliance requirements. Once a Rule set has been created you can use it for multiple requirements. 

 

Viewing a Permission Rule Set

 

  • To view existing Permission Rule Sets, click on the Administration option from your left-hand menu, then Permission rule set.

 

  • Here you will see a list of your existing Compliance Requirement Permissions Rule Sets.

 

  • You can view a Summary of the existing Rules by selecting the below icon to the right of the Rule. 
Selecting summary
  • This will show an easy to view summary of the permissions in a right-hand panel, listing the roles and the assigned permissions.
Viewing summary

 

Editing a Permission Rule Set

 

  • To Edit a Rule Set, select the pencil icon to the right-hand side of the Rule Set.

 

  • For more information about the settings within a rule set please see: Creating a New Compliance Requirement - Step 1: The Permission Rule Set

Editing icon.

 

 

Deleting a Permission Rule Set

 

  • To Delete a Rule Set, select the dustbin icon to the right-hand side of the Rule Set (you will be unable to delete the Default requirement).
Delete icon.
  • If you delete a Permission Rule Set that is linked to a Compliance Requirement, that Requirement will revert back to the Default Permission Settings. 
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