Understand what a permission role consists of

00:10

Within each permission rule,

00:11

permissions are broken down into entity, field, app, and advanced permissions.

00:17

Entity permissions control

00:19

if users can see entities, create entities, delete entities, and edit entities.

00:26

For example,

00:27

perhaps an artist will be able to see assets but

00:30

only managers will be able to create or delete them.

00:34

Field permissions control if users can see fields and edit fields.

00:39

Each entity has its own set of fields.

00:42

An example of a field control would be a budget field on a task.

00:46

Artists can be restricted from seeing the field altogether.

00:49

Managers can be allowed to see but not edit the field.

00:53

Admins can see and edit the field.

00:56

This way cost information is only shared on a need to

00:59

know basis but can still be stored in Flow Production Tracking.

01:04

App permissions control if users can access an app or not.

01:10

Advanced permissions control

01:12

if users have access to specific functionality across Flow Production Tracking,

01:16

such as seeing all projects,

01:18

editing the project navigation menu, and creating and saving project pages.

01:23

Permission roles are designed to be optimized for user type. People with

01:27

similar roles will ideally be a part of the same permission roles.

01:31

Maintaining permission roles can be complicated,

01:33

so it is generally advised not to have too many roles on

01:37

a site and to avoid creating per project or per department roles.

01:41

The default roles also come with some

01:43

conditional rules to further restrict access.

01:46

An example of a conditional rule is that the vendor permission role

01:49

can only see a task if they are assigned to it.

01:53

The control over entity, field, app, and advanced permissions is

01:58

what makes each permission role different from one another.

Video transcript

00:10

Within each permission rule,

00:11

permissions are broken down into entity, field, app, and advanced permissions.

00:17

Entity permissions control

00:19

if users can see entities, create entities, delete entities, and edit entities.

00:26

For example,

00:27

perhaps an artist will be able to see assets but

00:30

only managers will be able to create or delete them.

00:34

Field permissions control if users can see fields and edit fields.

00:39

Each entity has its own set of fields.

00:42

An example of a field control would be a budget field on a task.

00:46

Artists can be restricted from seeing the field altogether.

00:49

Managers can be allowed to see but not edit the field.

00:53

Admins can see and edit the field.

00:56

This way cost information is only shared on a need to

00:59

know basis but can still be stored in Flow Production Tracking.

01:04

App permissions control if users can access an app or not.

01:10

Advanced permissions control

01:12

if users have access to specific functionality across Flow Production Tracking,

01:16

such as seeing all projects,

01:18

editing the project navigation menu, and creating and saving project pages.

01:23

Permission roles are designed to be optimized for user type. People with

01:27

similar roles will ideally be a part of the same permission roles.

01:31

Maintaining permission roles can be complicated,

01:33

so it is generally advised not to have too many roles on

01:37

a site and to avoid creating per project or per department roles.

01:41

The default roles also come with some

01:43

conditional rules to further restrict access.

01:46

An example of a conditional rule is that the vendor permission role

01:49

can only see a task if they are assigned to it.

01:53

The control over entity, field, app, and advanced permissions is

01:58

what makes each permission role different from one another.

Understand what a permission role consists of

Within each role, permissions are broken down into Entity, Field, App, and Advanced permissions.

Entity permissions

Entity permissions control if users can:

  • See entities.
  • Create entities.
  • Delete entities.
  • Edit entities.

For example, perhaps an Artist will be able to see Assets, but only Managers will be able to create or delete them.

Entity permissions

Field permissions

Field permissions control if users can:

  • See fields.
  • Edit fields.

Each entity has its own set of fields. An example of a field control would be a budget field on a task. Artists can be restricted from seeing the field altogether. Managers can be allowed to see but not Edit the field. Admins can see and edit the field. This way cost information is only shared on a need-to-know basis but can still be stored in Flow Production Tracking.

Field permissions

App permissions

App permissions control if users can:

  • Access an app or not.

App permissions

Advanced permissions

Advanced permissions control if users have access to specific functionality across Flow Production Tracking, such as:

  • Seeing all Projects
  • Editing the project navigation menu
  • Creating and saving project pages

Advanced permissions

Permission roles are designed to be optimized for user-type. People with similar roles will ideally be a part of the same permission roles. Maintaining permission roles can be complicated, so it is generally advised not to have too many roles on a site, and to avoid creating per project or per department roles.

The default roles also come with some conditional rules to further restrict access. An example of a conditional rule is that the Vendor permission role can only see a task if they are assigned to it.

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