Creating action authorization filters
By using action authorization filters, Planon administrators can specify the actions available for the selected user group based on the authorization filter criteria.
For example, if an organization has many properties, for users of the UK property an action authorization filter is created. All user in UK properties are authorized to add, cancel and modify actions but only few users are authorized to delete. Hence, two action filters could be created on same action authorization filter and user group but for different actions.
Procedure
1. Go to Authorization > Filters.
On the Action authorization step, you can assign a user group to the action authorization filter.
2. Go to the Action authorization selection step.
3. On the action menu, click Add.
4. Select a authorization filter for which you want to create the action filter and click OK.
You can also add the authorization filter directly in the Authorization filter popup.
5. Click OK.
6. Select the action that is allowed for the authorization filter and user group, click OK.
| You can create multiple filters for different actions on the same authorization filter and same user group. |
7. In the User group field, select the user group for which you want the filter to be applied, click OK.
8. Click Save.
The action authorization filter is now ready to use.