This really handy feature allows you to create completely customised permission types and distribute them across multiple branches; where they can be assigned to individual resources as needed.
You can assign each permission type a colour and an icon, to make them easily identifiable. Plus, you can go back and edit them anytime: any changes made take effect immediately.
How to Add a Permission Type
Access the feature via Global Management -> Permissions:
ℹ️ Note how "Admin" appears already, with a "locked" symbol? That's because this is fixed permission type, that can't be edited. Admin permissions count as your first permission type.
2. Click the "add" icon to create a new permission type - a form should open.
3. In the form, enter a name for your permission type. We called ours, "Regional Management Team", and selected an icon and a colour:
4. Next, go through each permission drop-down, and select your preferred access rights by clicking on the radio buttons. Note that for some options, in addition to "read", you have "write" and "delete":
ℹ️ For certain drop-downs, such as the Calendars & Bookings permission, there is the option: "Profile calendar and other(s)". This means, permission will be granted to the resource the permission type is assigned to, plus any resource categories selected.
5. Once you've finished defining your permissions, select the branches you want to allocate this permission type to, and hit save:
6. In the setting preview, the new permission type appears. You can click on the dropdowns to review the permissions, and click the edit icon to make any changes.
That's it! You created a global permission type.
How to Assign a Permission Type on a Branch Level
As soon as you create a new permission type, it can be assigned to resources at your local branches. Simply log in to a branch that you made the permission type available for, navigate to Management, Resources and select ta resource. From the edit form, you can select the permission type from the Resource Permissions dropdown:
We cover how this topic in more detail here.