This article provides an overview of the different ways to set permissions and restrict the visibility of Events within your system.
This is the primary way to set up your users’ permissions to determine how your employees can use the Event functionality.
Restricting Event Visibility by Role
You can add additional restrictions to control the visibility of reported Events based on the event type and user role.
E.g if a user has permission to ‘View’ events within the system, they may not be able to view ‘Complaint’ type events unless they have a ‘Complaint Manager’ Role.
Restricting Event Visibility by Access Group
Grant access to view an Event based on information within your Event forms.
E.g. a user with the ‘Safeguarding Lead’ role may not have permission to view ‘Complaint’ type events unless the event is marked as a safeguarding concern within an event form.
|Mark events as confidential when they are reported to restrict visibility of the Event and change who the workflow tasks are assigned to.|