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How do I manage the Obligation Permission Groups?

Lincoln avatar
Written by Lincoln
Updated over 4 months ago

Brief Introduction

Obligation Permission Group (OPG) allows granting users access to obligations and, along with this, the ability to create, update, and delete/cancel them accordingly.

Role

This article is relevant for Obligation Admins.

Instructions

Go to Settings.

Under Data Access Management, click Obligation Permission Groups.

Click Create Group.

Fill in the following fields:

  • Permission Group Name

  • Description (Optional)

  • Permissions - select keyterm/s and enter specific values

  • Assignee - select user/s and/or team/s

To proceed, click Create.

Additionally, you can edit, delete, or duplicate an obligation permission group.

Edit Obligation Permission Group

To edit, click Manage and select Edit Group.

The permission group details will appear. Make the edit as needed.

To proceed, click Save.

Duplicate Obligation Permission Group

To duplicate an obligation permission group, click Manage and select Duplicate.

The duplicated permission group will be added to the list.

Delete Obligation Permission Group

To delete an obligation permission group, click Manage and select Delete.

To confirm deletion, click Proceed.

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