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How to Set Resource Permissions for a Group

You can set permissions for what a group has access to on each module. To do this, go to Admin > Groups and click on the Group you would like to set up permissions for, then select Permissions.

Add each module you would like that user or group to have, by either selecting Access or Create.  

Access gives access and view rights to that particular module. Create, additionally gives the ability to create content in that module.

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Within each module you can also create custom rules for specific folders. To do this, click on Add and select the criteria required from the drop down. Additionally click on Details to launch the detailed permission level for individual records and databases.

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For Resources, IntelligenceBank provides 4 different levels of permissions. They are:

  • Preview - view online only
  • Access - view online & download
  • Publish  - view online, download, upload/edit and delete content.
  • Admin - view online, download, upload/edit, delete content, manage folder settings and add sub-folders.

Once you are happy with the setting click Confirm.

*Note that the name given to modules, features and information items may vary in your platform as they can be customized by Main Admin users.

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