Setting up permissions for the app

Setting up permission levels

Follow the steps below

• Open the SharePoint site where the app is installed
• Click the Settings icon & select the Site Permissions link. Then click the Advanced permissions settings link
  
• In the page appearing, click the Permission Levels in the ribbon
  
• In the Permission Levels page, click the Add a Permission Level button to create a permission level for the end-user (Staff)
• Type the nam. e.g., SCI-Staff. And select 2 permissions "Add Items" & "Edit Items"
  
• Repeat the previous step with the manager (SCI-Manager) & human resource (SCI-HunanResource) roles
  • View Items
  • Add Items
  • Edit Items
  • Delete Items (If allows the manager can delete the shifts)
  • View Versions (If allows the manager can view the version histories of the shifts)

Create SharePoint groups & add people to the group

• Open the SharePoint site where the app is installed
• Click the Settings icon & select the Site Permissions link. Then click the Advanced permissions settings link
• In the page appearing, click the Create Group in the ribbon
  
• 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
  
• After create SharePoint groups, please add managers and human resources for each groups

Note:

• 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
• 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

• All users have read permission level in the master lists
• The admin has a full control permission level

Please follow the steps below

• Open the app & switch to the settings tab > Master List tab. Then click the Permission for this list button in the Employee tab
  
• In the popup appearing, click the Stop Inheriting Permission button in the ribbon
  
• Select all SharePoint groups & click the Remove User Permission button in the ribbon
  
• 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
  
• The click the Grant Permissions button in the ribbon. Add the admin and select the Full Control permission. Then click the Share button
  
• Repeat the steps above for others lists: Company, departmemt, locations,...

For Shifts list

For Shifts list, we settting up that

• All users have a SCI-Staff permission level (Create - Edit items)
• The manager has a SCI-Manager permission level (Create - Edit - Delete* - View Histories* items )
• The human resource has a SCI-HumanSource permission level (Create - Edit - Delete* - View Histories* items )
• The admin has a full control permission level

Please follow the steps below

• Open the app & switch to the settings tab > Master List tab. Then click the Permission for Shifts list button in the Employee tab
  
• In the popup appearing, click the Stop Inheriting Permission button in the ribbon
  
• Select all SharePoint groups & click the Remove User Permission button in the ribbon
  
• 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
  
• The click the Grant Permissions button in the ribbon. Add the group "Managers" and select the SCI-Manager permission. Then click the Share button
  
• The click the Grant Permissions button in the ribbon. Add the "Human Resource" and select the SCI-HumanResource permission. Then click the Share button
  
• The click the Grant Permissions button in the ribbon. Add the admin and select the Full Control permission. Then click the Share button