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centrexIT
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CentrexIT Halo Permissions Structure_1_person

KB00001267
Kellee Blair Work Instruction 1 min
PublishedStephen Homerv0.5
Published Jun 2, 2023Expires Jan 9, 2027

PROCEDURE

The following is a high-level view of the permissions structure in the Halo platform

REQUIREMENTS

There are no requirements.

STEPS

No steps - general info only.

  • Every employee is set up in the system as Person.
  • A schema is added to indicate Person is an Employee (see below)
  • Every Person is then set as a User with a unique User id. We use the work email address. (see below)
  • Each Person is then associated with a Group
  • Think of a Group as logical grouping of similar work such as a team, department, committee (see below)
  • Each Group is then assigned a Function(s) that grant the Person access to complete the job expected of that Function. (see Halo Permissions Structure_Permissions)

Examples:

Person

User:

Employee schema added: