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Creating Permission Sets

A Permission Set can be created using one of the pages below in IFS Cloud.

Solution Manager > Access Control > Permission Sets > Permission Sets
or 
Solution Manager > Access Control > Permission Sets > Permission Set

Both pages contain functionalities to Create, Edit, and Delete Permission Sets.

Once you select a permission set from the record selector, the page header displays key details such as Delivery Type, Permission Set Name, Role Type, Limited Task User status, and Permission Set Description. While users can customize the permission set as needed, the Delivery Type is fixed and cannot be modified.

perm_header

Figure: Page Header

How to Create a New Permission Set

  1. Click on the “Plus” (+) command to create a new Permission Set.

Creating Permission Sets Page

Figure : Creating a New Permission Set

  1. Enter a new Permission Set name.

  2. Choose a user type from the Type drop-down menu ( End User Role or Functional Role ).

  3. Add a Description as desired.

Note: Delivery Type is always set to Custom whenever a new Permission Set is created.

Note: LTU Permission Sets cannot be created through IFS Cloud and should always be imported.

Creating Permission Sets Page

Figure : Summary of the Created Permission Set

After creating a custom permission set, you can grant permissions to Projections, Lobby Pages, Workflows, Database Tasks and Database Task Chains and System Privileges, as well as define appropriate Grant Structures.

The options Duplicate Permission Set(s) and Compare Permission Sets are available for any Permission Set in IFS Cloud.