Sisra Observe: How do permissions work? Permissions Flow Chart (Admin)

In this article, we have included a handy permissions flow chart to provide an overview of the different permission scenarios. For a more in depth explanation on how to set up permissions, please see this guide - Setting Up Permissions (Admin).

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View Access List

You can quickly see which members of staff can access a record by viewing the access list. To do this, navigate to Records > then click on the record you want to view. Then on the record details page, click View Access List on the right hand side.

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You will then be able to see a list of users that can access the selected record, and below a list of users that can't. 

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Video Tutorial

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