Overview

Making functionality and data available in the CDESK system is based on several mechanisms that complement each other. Their aim is to ensure that users have access only to those parts of the system and to that data which are relevant to them, while the environment remains clear. The following part of the documentation goes through the three basic mechanisms in turn,

• Global settings – the starting point for making functionality available; every function of the system must be switched on first. The settings are centralised in the Global settings menu.
• Permissions – they determine which parts of the system, and which actions within them, are available to individual users; they are set in the user detail.
• Data visibility – it ensures that a user has access only to the information relevant to their role or task. Visibility is governed by several mechanisms with settings in various places.