Introduction to Permission Sets

Permission sets in Xyicon are predefined configurations that determine the level of access and actions users can perform across all types and fields in the modules within the organization. They help manage and control access to different modules and data within the organization. This feature allows administrators to define specific permissions for users, ensuring that each individual has the appropriate level of access to perform their tasks within Xyicon.

Users can access relevant portfolios or portfolio groups according to the given permission sets. Xyicon Administrator can add a user to the organization through the Users section in Settings. Users can be granted the necessary permissions by assigning them to permission sets using one of two methods.

• Each Xyicon User can be assigned a Permission Set to an individual portfolio through the Users section in Settings.
• Each Xyicon User can be assigned a Permission Set to a portfolio group through the Users section in Settings.

Key points about permission sets in Xyicon:

• Levels of access: Permission sets should be assigned to users according to the level of access needed for the relevant portfolios established within an organization.
• Granular Control: Administrators can create detailed permission sets that specify users' actions within the selected portfolio or portfolio group. This includes viewing, editing, or deleting types and fields within each Xyicon module. For example, access to certain fields in a module may be necessary for one user but not for another. In such cases, those particular fields can be hidden from the user who does not require access.
• Customizable Role-based Permissions: Permission sets can be customized to suit unique roles within an organization. For example, a role with view-only permissions may be granted access to view a particular space but not to modify it, while a role with editing permissions may be allowed to make changes to the same space. In such instances, customized permission sets can be created to define the level of access for each role.
• Data Access Control: By using permission sets, organizations can ensure that sensitive data is only accessible to authorized personnel.
• Streamlined Workflows: Properly configured permission sets ensure users can access necessary modules and data within relevant portfolios without unnecessary restrictions.

By leveraging permission sets, Xyicon enables organizations to maintain control over their data and processes, ensuring that each user has the appropriate level of access to perform their tasks effectively.