Permissions are used to control access in Method:CRM, but there are different types of permissions depending on what or who requires access. The following are the types of permissions you will find in Method:CRM. Each permission type is completely separate from each other and are configured differently. 

  • User Permissions - Used to control the access a Method:CRM user has to apps and packs, as well as administrative and customizer access. Note: changing user permissions may impact subscription pricing. 

  • Account Permissions - Used to control the access a Method:CRM user has to the API as well as individual records assigned to other users. For more information, see the article Restricting What Records Users See.

  • Screen Permissions - Used to control who has access to a Method:CRM screen. (Method:CRM Users, your customers, or completely public for everyone). For more information, scroll down to the Security section of the Screen Management article.

Rights are a subset of User Permissions. This article will go into detail about User Permissions and Rights. For the other two types of permissions, please see their related articles.

Administrator Permissions

A user who is given full Administrator permissions has full access to the Method:CRM account. To enable Admin access, Manage User Permissions for a particular user.

  • Give full Administrator permissions:
    - Add or modify other user's permissions
    - Make changes to subscriptions that affect Method:CRM pricing
    - Customize screens within all apps they have access to
    - Full Customize and Manage permissions (see below).

  • Give full Customizer permissions:
    - This checkbox grants Customize permissions on all apps (see below).

User Permissions Description

Every app will have the following permissions:

The permissions highlighted in yellow above are a subset of permissions called Rights. We will cover that in the next section. 

Access Permission

Given this permission, a Method:CRM user will see the app on their dashboard and use it. The user will not be able to go into its Manage menu, nor will they see the option to customize screens.

Customize Permission

When a user is granted the Customize permission:

  • Manage option in the app's contextual menu is available.

  • General app settings is available.

  • Screens app settings and all screen management is available except for the screen's Security menu which is not available.

  • Record Summary app settings is available.

  • App Ribbons app settings is available.

  • App Routines app settings is available.

  • Rights app settings is available.

  • Permissions app settings is not available.

  • Delete app settings is available.

Manage Permission

When a user is granted the Manage permission, only a few settings are available.

  • Manage option in the app's contextual menu is available.

  • Screens app settings is available, but only a screen's Security menu is available. All other Screen Management access is unavailable.

  • App Routings app setting is available, but only for viewing. User will be unable to create new app routines and schedule them.

  • Permissions app settings is available.

User Rights Description

Every app has the option to utilize Rights, which are used to control access to records. They are shown highlighted in yellow in the image below.

There are four Rights in total, and in Method:CRM's stock apps, Rights are dependent on the app they've been defined in. Please check the related app articles for more information.

  • Edit - Allow user to make edits to a record and create records.
    Note: When editing a transaction, adding or deleting line items is considered an Edit permission, not a Delete permission.

  • Create - This permission is not implemented, and is currently replaced by the Edit permission in stock apps.

  • Delete - Allow user to delete records.

  • Approve - This permission is currently not implemented in stock apps.

In custom apps, these Rights are customizable permissions and are not initially defined, nor even enabled. In the below image, all the Rights are unchecked:

Because they are not enabled, you cannot select the Rights when setting permissions:

Furthermore, even if you do enable Rights within your custom app, they do not intrinsically have functionality behind them.

You will need to customize your app to check for them manually by using the Check Permission Action.

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