Creating a Permission

You can create Permissions and then assign them to ItemTypes, or you can create a Permission right from the Permissions tab in the ItemType.

To create a Permission:

In the TOC, select Administration->Permissions->Create New Permissions. The following window appears:

Enter the permission name. Usually the name will be descriptive either of the permission type that is being created, or of the items to which the permission will be applied.
The next step is to specify the access rights. The access settings are described in the table below. Notice that the Can Add Permission as well as the TOC Access permission are not available within the Permission item. These two are set from the ItemType directly. Refer to Can Add and TOC Access respectively to learn how to set these permissions.

Privileges	Definition
Get	Enables you to retrieve/view item
Update	Enables you to edit existing item
Delete	Enables you to delete item
Can Discover	Enables you to learn if an item exists. Refer to the Discovery Privilege
Can Change Access	Enables you to change access settings for a created instance of the item
Show Permission Warning	Works with Can Discover to determine if a warning is displayed to the user when items with out discover privilege should be returned in a search. If this is set, a warning will be displayed other wise the user will not know if items are missing due to insufficient privilege
TOC Access	Enables the user to have access to the item through the TOC (table of contents)
Can Add	Enables user to create instances of the item

To enter a value for access:

Notice the drop-down box next to the Actions field. You can select either Pick Related or Create Related. Choosing Pick Related brings up the Identity Search dialog box. Selecting Create Related enables you to create a new identity. This example uses the Pick Related option.

Select an identity from the list and click the green arrow to add it to the Access tab. The selected Identity appears on the Access tab of the Permissions item. Select the privileges that you wish this identity to have by checking the boxes of the corresponding privileges.
If you selected Create Related from the drop down box, a new empty line will be created for you. You can type in the name of a new identity, that you will be creating on a fly, and add the privileges that you want this new identity to have.

Save, Unlock, and Close the Permission.

You can set a permission to give different privileges to many different identities. Don't forget that identities can be groups and individuals, and if an individual identity is contained in more than one group identity, its privileges are cumulative.

To connect a permission to an ItemType:

1. From TOC, Administration, select ItemTypes and find the ItemType to which you want to assign Permissions.

2. Open the ItemType for edit, and select the Permissions tab.

3. If you have already created a permission, then click the Select Items button , select the appropriate permission from the Permission dialog that appears and click the Return Selected icon .

4. If you have not yet created a permission, you can create one on the fly, by choosing the Create Item icon on the Permissions tab. You will be guided through the same steps outlined earlier, except that the permission will already be assigned to the ItemType.

6. Click to save the ItemType.