How to: Edit lookup permissions

Lookup permissions are a feature that allows access to maintain lookups on a per role, and per lookup basis.  Previously, only administrators could maintain lookups, but this can now be delegated to any role.

Step-by-step guide

  1. Select the Module tab from the top navigation bar.
  2. From the list of modules select to edit/open the appropriate module.
  3. Select Lookups tab for lookups that are for this module only.
  4. Select Shared Lookups tab for lookups that are shared across the modules.
  5. Select either the lookup Name or the  pencil Icon to edit.
  6. From the tabs at the top select Permissions.
  7. Each permission listed allows another possible operation regarding the specific lookup to be performed.
    (Example- Ability to View, Update, Add, Delete, Export, or Import)
  8. By selecting the pencil icon on the specific permission roles may be added to grant them that permission.

  9. Now that you've granted a role the permission to maintain this lookup, login as a user in that role and attempt to add or otherwise edit an item within this lookup.