Predefined Permission Sets

Introduction

Catering to users' common needs, Jodoo has several predefined permission sets for you. You can quickly configure member permissions by adding them to the predefined permission sets.

Differences between predefined permission sets of regular forms and workflow forms include:

1. Predefined permission sets of regular forms include:

Submit Only
Add and Manage My Data
Add and View All Data
Manage All Data
View All Data

2. Predefined permission sets of workflow forms include:

Initiate Now
View All Workflows
Manage All Workflows

Setting procedures of different permission sets are shown below.

Predefined Permission Sets of Regular Form(s)

Predefined permission sets of regular forms include Submit Only, Add and Manage My Data, Add and View All Data, Manage All Data, and View All Data.

Different permission sets have different permissions:

Permission Type	Action	Submit Only	Add and Manage My Data	Add and View All Data	Manage All Data	View All Data
Form Actions	View	×	√	√	√	√
	Add	√	√	√	√	×
	Copy	×	√	×	√	×
	Edit	×	√	×	√	×
	Delete	×	√	×	√	×
	Batch Print	×	√	√	√	×
	Batch Edit	×	√	×	√	×
	Import	×	×	×	×	×
	Export	×	√	×	√	×
Field Permissions	View	Depend on field permission settings.	√	√	√	√
Field Permissions	Edit	Depend on field permission settings.	√	√	√	×
Data Permissions	/	/	Only data submitted by oneself.	All data.	All data.	All data.

Note:
Batch Print only supports custom print templates. If no custom template is configured, this action will not be displayed.

Predefined Permission Sets of Workflow Form(s)

Predefined permission sets of workflow forms include Initiate Now, View All Workflows, and Manage All Workflows.

Different permission sets have different permissions:

Permission Type	Action	Initiate Now	View All Workflows	Manage All Workflows
Form Actions	View	×	√	√
	Add	√	×	×
	Copy	×	×	×
	Edit	×	×	×
	Delete	×	×	×
	Change Approver	×	×	√
	Reactivate	×	×	√
	End	×	×	√
	Batch Print	×	√	√
	Batch Edit	×	×	×
	Import	×	×	×
	Export	×	×	×
Field Permissions	View	Set at workflow nodes.	√	√
Field Permissions	Edit	Set at workflow nodes.	×	×
Data Permissions	/	×	All workflow data.	All workflow data.

Note:
Batch Print only supports custom printing templates. If no custom template is configured, this action will not be displayed.