Groups and Roles

Groups and roles are the primary mechanisms for controlling access and visibility in Deepser. Roles provide vertical access control to modules, while groups provide horizontal filtering of records. This section covers creating and managing both.

Articles

• Permission and Visibility HandlingManage user visibility and permissions using Roles for vertical access and Groups for horizontal filtering.
• Visibility Management and RolesHow roles, companies, groups, and the requester field control visibility.
• GroupsOrganize users into groups to manage record assignment and visibility permissions.
• Groups CreationCreate and manage user groups through the System Permissions menu.
• Manage Users in GroupsAdd and remove users from groups using the Members tab.
• Access Groups and Access UsersConfigure the Access Groups and Access Users fields to control default visibility.
• Groups and Rules DefinitionDefine custom PHP rules for managing group-based permissions on Service Operations.
• Creating and Managing Roles in DeepserCreate and manage roles to control module visibility and user access.