edoc automate Guide
edoc automate Guide
Breadcrumbs

What are "permissions" in edoc automate?

You can use the permissions to define which users are allowed to execute and display a view.

You can specify whether a user must be authenticated to gain access to a view or must also be assigned to a specific role.

For each view, you can specify individually whether authentication is required or whether the user must be assigned to at least one specific role.

Here's how

  1. Open the corresponding view in the edoc automate app editor.

  2. Click on the Permissions button on the toolbar of the active tab.

  3. In the Authentication section, activate the checkbox Enabled that the user must be authenticated. This checkbox is automatically activated when you have added a role.

  4. In the Execute section, specify which roles are required to execute the view.

  5. Enter a role name in the Role field and add the role with Add or by pressing the Enter key.

  6. Click Apply to apply the specified permissions.

  7. Save the changes with Save.

Set global permissions for all views of an app

You can also specify that certain roles or active authentication are required to execute all views in the app.

Here's how

  1. Open the app details in the edoc automate app editor.

  2. Click on the Permissions button in the toolbar of the active tab.

  3. In the Authentication section, activate the checkbox Enabled that the user must be authenticated. This checkbox is automatically activated when you have added a role.

  4. In the Execute section, specify which roles are required to execute the view of the app.

  5. Enter a role name in the Role field and add the role with Add or by pressing the Enter key.

  6. Click Apply to apply the specified permissions.

  7. Save the changes with Save.

Things to know about checking permissions

When a view is executed, the system checks whether authentication is required and whether the user has the necessary permissions:

  1. The system checks whether the view requires authentication or role assignment.

  2. The system checks whether roles have been specified in the view and whether the user has been assigned to one of these roles.

  3. The system checks whether roles have been defined in the app and whether the user has been assigned to one of these roles.

If you have defined roles in both the app and the view, the user must be assigned to at least one role in the view and at least one role in the app in order to be able to execute the view.