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Adding User Scope or Permission Set

The Data Sharing module in Facilio is meant for applying restrictions over the data accessible for the users to define their working bounds clearly. The application allows you to create and maintain different scoping policies for an organization based on the responsibilities split or categorized among its members.

To add a user scope or permission set,

  1. Navigate to the respective section in the Data Sharing screen and click ADD USER SCOPE or NEW PERMISSION SET, as applicable. The corresponding screen to create a new entry appears, as shown below.

  2. Update the following fields in this screen:

    Name - A label to identify the user scope or permission set

    Description - Ashort note explaining the purpose of the user scope or permission set being created

  3. Click Confirm. The entry is now successfully added to the list of user scopes or permission sets, accordingly.

Once you add the entry, you must configure the respective settings to complete the policy creation process. In case of a user scope, you should configure the scoping condition(s), and for a permission set, you should configure the data access permissions further to creating the respective entry.