Prerequisite

• Permission to the system access group (CM011).

Introduction

To make any kind of changes, such as creating, editing, copying, sharing, and accessing the audit trail of portals in the SoftExpert Home, it is important for the user to have the proper permissions configured in the access group (CM011).

Moreover, it is necessary to have specific permissions in the portal sharing configuration.

See below how to define the permissions and the available profiles for better management of portal accesses.

Defining permissions

1. Access the Configuration > Configuration > Access group (CM011) menu.

2. Select the Permission profile to which your user belongs.

3. Click on the button.

4. On the screen that will be opened, access the Other permissions option.

5. In this section, you can enable or disable the permissions related to the Home, the Menu shortcuts, and the Portals.

6. After performing the changes, click on .

Permission profiles

See below the permissions available for each operation and in each license. 

Conclusion

Upon finishing the portal, home, and shortcut permission configurations in the system, it will be possible to adapt these resources to the needs of your organization.