What is involved in the multiple editing of permissions?

As part of the manual modification of permissions, it is also possible to edit multiple records at the same time. Various mechanisms can be used here to select the records to be edited. This could involve selecting the records in list view or also using the filter as part of the multiple editing function. Both scenarios are described below.

Relevant rights

This mode is inactive by default and firstly needs to be activated.

User right

  • Can carry out batch processing for permissions based on a filter

Multiple editing via list view

Individual rights can be supplemented or removed via Multiple editing within list view. The existing rights will not be overwritten here.

Selecting the records

In list view, Shift or Ctrl + mouse click can be used to select multiple records. Permissions can also be granted for these records at the same time via the selection. The marked records are displayed in a different colour to usual. 6 records are marked in the following image.

Dialogue for configuring the rights

A new tab will be opened in the ribbon above the Permissions button in which the rights to be granted can be configured. The tab will display the number of records that will be affected by the defined changes.

Adding rights

To add a right, a user or role is selected first in the ribbon under Search and add or Search. The permissions are then selected as usual in the ribbon. The symbol indicates that right will be added. In the following example, Mr. Steiner receives read rights to all selected records. In contrast, Mr. Brewery receives all rights.

Reducing rights / removing users and roles from the permissions

If you want to remove rights, it is also necessary to firstly add the user or the desired role to be edited. Clicking on Reduce rights now means that rights will be removed. This is indicated by the symbol. The rights to be removed are then selected.

Examples

In the following example, Mr. Steiner receives read rights to all selected records. In contrast, Mr. Brewery receives all rights:

The read right will be removed here for Mr. Steiner. As removing the read right means that no other rights exist for the record, Mr. Steiner is completely removed from the permissions. The authorize, move, export and print rights are being removed from Mr. Brewery. Assuming that he previously had all rights, he will then have read, write and delete rights remaining:

Batch processing using a filter

In some cases it is necessary to edit the permissions for a very large number of records. On the one hand, a maximum limit of 1000 records exists and on the other had, handling a very large number of records via list view is not always the best solution. The Batch processing using a filter mode has been developed for this purpose. This is directly initiated via the ribbon.

In the subsequent dialogue, you define whether you want to expand, reduce or completely overwrite existing permissions. If you select expand or reduce at this stage, the same logic as for editing via list view is used. No rights will thus be overwritten.

In the option overwrite permissions, the existing rights are firstly removed and then replaced by the newly defined rights.

The filter itself defines the selection criteria for the records to be edited. The currently configured filter will be used as default. The records that will be affected by the changes are also not displayed in this view. Only the number of records is displayed. In the following example, 9 passwords are being edited to give the role “Sales” the read right.

Seals and password masking

Sealed or masked records cannot be edited using batch processing. If these types of password are selected, a dialogue will be displayed when carrying out batch processing to inquire how these records should be handled.

It is possible to select whether the affected records are skipped or whether the seal or password masking should be removed. If the remove option is selected, the process needs to be confirmed again by entering a PIN.

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