Modifying a Permission Group

Permission groups may be modified if the user is given Modify permission in the Group Permissions tab grid for Directories > Permission Groups. When permission to modify Permission Groups is granted, the user can modify all permission groups, including ones where they are not a member. A group’s name, members, active status and permission to Needles functions can all be changed when the Permission Groups Modify check box is selected.

Individual Staff permissions always override any permissions set forth in Permission Groups. Changes made in the Permission Groups Directory can easily be transferred to an individual Staff by setting the Staff Directory Permissions to Inherit from Permissions Group(s). [link to Staff Permissions – Permissions Key & Reset]

Modify a Permission Group Name

To modify a permission group name:

  1. Double-click the permission group in the Group Name column to open the edit mode.
  2. Rename the selected group to a unique group name.
  3. Click the Save button to save changes.

The Permission Group Name will be changed in all areas of Needles that use that group name.

Modify Permission Group Status

To modify a permission group status:

  1. Click the check box in the Active column of the permission group status you would like to change.
  2. Click the Save button to save changes.

When a permission group is marked inactive and changes have been saved, the  group members and permissions for that group will remain unchanged in the Permission Groups Directory, however, the group will not be listed in the Staff Directory > Permissions tab for staff members of that inactive group.

Modify Staff in a Permission Group

The Selected Staff and Available Staff grids are displayed in the right-hand pane, above the Group Permissions tab and allow you to move available active staff into the Selected Staff grid making them a member of that permission group.

To add staff to a Permission Group,

  1. Select staff in the Available Staff grid (to select multiple staff use <Ctrl> + <Click>).
  2. Click the double left arrow button to move the selected staff to the Selected Staff grid. You can also use drag and drop to move the selected staff.

To remove staff from a Permission Group,

  1. Select the staff in the Selected Staff grid (to select multiple staff use <Ctrl> + <Click>).
  2. Click the double right arrow button to move the selected staff to the Available Staff grid. You can also use drag and drop to move the selected staff from one grid to the other.

Multiple staff may be added or removed at one time. The Selected and Available Staff grids can be collapsed using the arrow expander to save screen space and allow viewing of more rows in the permissions grid.