Skip to main content
Predefined Permission Sets

Introduce how to set predefined permission sets.

Updated over 4 months ago

What are Predefined Permission Sets?

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.


What are 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.

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.


What are 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.

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.


I have finished reading. 🏆

👉I can't wait to SET PREDEFINED PERMISSIONS.

👉I need more HELP in Discord Forum.

Did this answer your question?