Setting up permissions for the app
Setting up permission levels
Follow the steps below
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Open the SharePoint site where the app is installed
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Click the Settings icon & select the Site Permissions link. Then click the Advanced permissions settings
link
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In the page appearing, click the Permission Levels in the ribbon
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In the Permission Levels page, click the Add a Permission Level button to create a permission level for
the end-user (Staff)
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Type the nam. e.g., SCI-Staff. And select 2 permissions "Add Items" & "Edit Items"
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Repeat the previous step with the manager (SCI-Manager) & human resource (SCI-HunanResource) roles
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View Items
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Add Items
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Edit Items
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Delete Items (If allows the manager can delete the shifts)
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View Versions (If allows the manager can view the version histories of the shifts)
Create SharePoint groups & add people to the group
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Open the SharePoint site where the app is installed
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Click the Settings icon & select the Site Permissions link. Then click the Advanced permissions settings
link
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In the page appearing, click the Create Group in the ribbon
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Create 2 SharePoint groups for the manager & human resource roles. e.g., SCI-Group-Manager &
SCI-Group-Human Resource. Add the Read permission as the default
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After create SharePoint groups, please add managers and human resources for each groups
Note:
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For the staff role, we can use the group "Everyone except external users". If you don't want to use
this group. You are able to create a new one
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For the Admin role, cause if you have a full control in the SharePoint site. You are able to create
a new one if you want
Settings up permission for the app lists
For master lists
For master lists, we settting up that
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All users have read permission level in the master lists
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The admin has a full control permission level
Please follow the steps below
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Open the app & switch to the settings tab > Master List tab. Then click the Permission for this list
button in the Employee tab
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In the popup appearing, click the Stop Inheriting Permission button in the ribbon
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Select all SharePoint groups & click the Remove User Permission button in the ribbon
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The click the Grant Permissions button in the ribbon. Add the group "Everyone except external user" and
select the read permission. Then click the Share button
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The click the Grant Permissions button in the ribbon. Add the admin and select the Full Control
permission. Then click the Share button
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Repeat the steps above for others lists: Company, departmemt, locations,...
For Shifts list
For Shifts list, we settting up that
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All users have a SCI-Staff permission level (Create - Edit items)
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The manager has a SCI-Manager permission level (Create - Edit - Delete* - View Histories* items )
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The human resource has a SCI-HumanSource permission level (Create - Edit - Delete* - View Histories*
items )
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The admin has a full control permission level
Please follow the steps below
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Open the app & switch to the settings tab > Master List tab. Then click the Permission for Shifts list
button in the Employee tab
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In the popup appearing, click the Stop Inheriting Permission button in the ribbon
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Select all SharePoint groups & click the Remove User Permission button in the ribbon
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The click the Grant Permissions button in the ribbon. Add the group "Everyone except external user" and
select the SCI-Staff permission. Then click the Share button
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The click the Grant Permissions button in the ribbon. Add the group "Managers" and select the
SCI-Manager permission. Then click the Share button
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The click the Grant Permissions button in the ribbon. Add the "Human Resource" and select the
SCI-HumanResource permission. Then click the Share button
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The click the Grant Permissions button in the ribbon. Add the admin and select the Full Control
permission. Then click the Share button
