Granting read-only rights on two companies and create/update on another company

In this example, the administrator wants to give Redpeaks user “user1” a read-only permission on Groups “Agentil” and “Dev Agentil” as well as the possibility to
create and update elements on only company “CompanyC” :

Step 1 - Creating the Permissions Profiles :

Create a Permission Profile named “readOnly”, check NO actions, then Save

ATTENTION : Whenever a readOnly (only display feature, no other actions granted) is required remember to create an “empty” Permission Profile

Create a Permission Profile named “createUpdate”, check all Create and Update checkboxes and then Save

Step 2 - Creating the Authorization Profile :

Create a Authorization Profile - in this example it will be named “readOnlyAgentilsCreateUpdateOnCompanyC” -

Leave all Profiles rights and View change tracking checkboxes unchecked

Step 3 - Assigning Permission “readOnly” to companies “Agentil” and Dev Agentil

Click on Assign

Select “readOnly” Permission profile, “Agentil” on Group and do not select any item on Tag

Add

Select “readOnly” Permission profile, “Dev Agentil” on Group and do not select any item on Tag

Add

Save the assignation, save ALSO the Authorization Profile

Step 4 - Assigning Permission “createUpdate” to company “CompanyC”

Click on Assign

Select “createUpdate” Permission profile, “CompanyC” on Group and do not select any item on Tag

Add

Save the assignation, save ALSO the Authorization Profile

Step 5 - Associating Authorization Profile “readOnlyAgentilsCreateUpdateOnCompanyC” to user “user1”

Edit Redpeaks User “user1”

Select “readOnlyAgentilsCreateUpdateOnCompanyC” Authorization Profile

Add, Save

Result

Log-in as “user1”

Only data from companies “Agentil”, “Dev Agentil” and “CompanyC” (and their Systems, Connectors, Monitors, etc) are visible.

NO actions can be performed neither on company “Agentil” nor on company “Dev Agentil” (notice that actions are not even present in the menus related to these companies)

For only company “CompanyC”, create and update actions kind are allowed, delete actions are NOT allowed (actions are not even present in the menu items)