Permission Settings Help

Overview

Permission Settings allows you to create and edit roles, and configure access permissions for menus, tabs, and filters for each role.

Key Features

  • View role list
  • Create, edit, and delete roles
  • Configure menu permissions
  • Configure tab permissions
  • Configure filter permissions

Role Levels

Level Description
Platform System-wide administrative permissions (Platform Owner)
Organization Organization-level administrative permissions (Organization Owner)
Facility Facility-level administrative permissions (Facility Owner, Manager, Member)

Default Roles

Role Name Level Description
Platform Owner Platform Highest-level role with all permissions
Organization Owner Organization Role with full permissions within organization
Facility Owner Facility Role with full permissions within facility
Facility Manager Facility Role with management permissions within facility
Facility Member Facility Role with basic permissions within facility

Role Editing

Basic Information

Field Description Required
Role Name Display name of the role Yes
Description Role description No
Level Platform/Organization/Facility Yes

Configure access permissions for each menu.

Menu Description
Design with OS AI Agent functionality
Plan List Pricing plan management
Check-in List Check-in configuration management
Check-in History View check-in history
Audit Log System audit logs
Unlock Lab Development and testing features
Lock Connection Lock device connection management
Settings Basic settings management
Permissions Permission settings management (Platform only)

Tab Permissions

Configure access permissions for tabs within each menu.

Examples:

  • Plan List: Plan list tab, Plan creation tab
  • Check-in History: History list tab, Statistics tab
  • Settings: Basic settings tab, Team management tab

Filter Permissions

Configure data filtering permissions.

Filter Description
Organization Filter Permission to filter data by organization
Facility Filter Permission to filter data by facility

Organization Selector Settings

Field Description
Can Select All Organizations View and select all organizations at platform level
Can Select All Facilities View and select all facilities at organization level
Can Select Invited Facilities View and select only invited facilities

Buttons

Button Description
Create New Role Creates a new role
Edit Edits an existing role
Delete Deletes the role
Save Saves changes
Cancel Discards changes and returns to list

FAQ

Q: Can I delete default roles?

A: No, default roles cannot be deleted.

Q: Can I duplicate a role?

A: Currently, there is no role duplication feature. Please refer to existing roles when creating new ones.

Q: Are permission changes applied immediately?

A: Yes, changes are applied immediately after saving.

Q: Can I change my own permissions?

A: You can change the permissions of the role you belong to, but be careful not to revoke your own access.

  • Base Settings
  • Audit Log