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Permissions & groups

Access conditions for a module

To access a business page, all of the following conditions must be true:

  1. The user is logged in.
  2. Their account is active.
  3. They belong to the correct tenant.
  4. The tenant is not blocked.
  5. They are assigned to the relevant company.
  6. The company is active.
  7. The module is active in the company.
  8. Their effective permission is sufficient.

Permission levels

LevelWhat the user can do
noneThe module is hidden or denied
readerView data
contributorCreate or modify current data
managerManage advanced actions depending on the module
adminAdminister the module in the company

Effective permission

The effective permission is the level actually used by SILI.

It corresponds to the highest level between:

  • the user's individual permission,
  • permissions inherited from groups they belong to.

Example:

SourceStock module
Direct permissionreader
Group permissionmanager
Effective permissionmanager

WARNING

If a user is set to none directly but belongs to a group with a higher right, they may still have access to the module.

Individual permissions

Path: Company space > Users > User

  1. Open the company.
  2. Go to Company space > Users.
  3. Select the user.
  4. For each active module, choose the level.
  5. Save.

A permission change may notify the user concerned.

Groups

Groups allow collective permissions to be assigned to multiple users simultaneously.

Path: Company space > Settings > Groups

Create a group

Group fields:

  • Name: required.
  • Description: optional.
  • Type: depending on the interface.

Manage members

  • Select an available user.
  • Choose a member or manager role.
  • Add or remove a member.

Group permissions

  • A permission can be defined per active module.
  • Group permission combines with individual permission.
  • Effective permission corresponds to the highest level.

TIP

If access persists after removing a direct permission, check the groups the user belongs to.

SILI ERP/CRM — Documentation officielle