How to Grant/Block users from running certain Actions from the Action Library
This can be done in two different ways, either from within the Action set-up, or within the User set-up
NOTE: For a User that has a User Template applied, the permission must be changed within the Template.
Changing permission from within the Action set-up
Open the Action Library
1: Click Admin from the menu.
2: Select Action Library from the drop-down menu - the Action Library will open.
Select the required Action
1: Select the required Action to edit.
2: Click Edit - the Action Type window will open.
Change the permissions
1: Click on the Display Users tab - the Displayed Users window will open.
2: Tick the check-boxes of the Users who will be able to access this action and untick for those blocked Users.
Changing permission from the User set-up
Open the Users window
1: Click Admin from the Menu.
2: Select Users --> Users from the drop down menu - the Users window will open.
Select a User
1: Select the required User.
2: Click Edit - the User's window will open.
Control the display of action types
A Display Action sets what the User can or cannot see on the system.
1: Click Display Actions tab - the Display Actions window will open.
2: If required you can start by authorising the User to see all Action Types by clicking the Select All button.
3: Change the Actions this user can see by clicking the check boxes to turn the ticks on or off to authorise or de-authorise the User.
Close the window
1: Click OK to save the changes and close the window.
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