Who works where
Extra permissions exist for members and for agent accounts, in the company, the organization and client accounts. Madame Illa gives Sènami hers in the company. At Cabinet Hounkpatin, Afiavi Hounkpatin does the same for an agent such as Comlan Adjovi. The rules name the differences.Give the permissions
Madame Illa opens Grant extra permissions to member for Sènami. She picks the permission to approve orders and sets the date she is back, for example the end of the month. Until then, Sènami has it on top of her profile. Her profile and her active state do not change. For an agent, the action is Grant extra permissions to agent. It also leaves the agent signed in.See what a person holds
Before giving something more, Madame Illa checks what Sènami already has, with List member extra permissions or, for an agent, List agent extra permissions. The list shows only the permissions given directly with their expiry, not those of the profile. It still shows the ones that have expired, and says so.Take them back
When Madame Illa is back, she can let the date pass. She can also send an empty list, which removes all the extra permissions of that person at once. To give someone a lasting right, build it into a profile instead: see Define access profiles and roles.The rules
- The call replaces the whole set. Permissions you do not list are removed, and an empty list removes them all. To add one permission, send the ones the person already has too.
- A list holds at most 5 permissions, without duplicates. Each is chosen by its permission group identifier and must exist for the kind of account: the company, client or organization space for members, and the space of the agent account’s kind for agent accounts.
- The expiry date, when sent, must be later than now. Without it, the permission has no end.
- Extra permissions apply on top of the profile. They are not part of it, so they do not change the profile or the person’s assignments.
- Granting is allowed for members with the permission to update members of the space, and for agents with the permission to update agents. Listing needs the permission to view.
- Only members of the same space manage the extra permissions of agent accounts. An agent account cannot do it.
- Company, organization and client versions exist for both members and agents, for example Set client member extra permissions and Grant extra permissions to an organization agent.
- Removing a member from a space also removes their extra permissions in that space, as described in Manage members.
All the actions of this topic
- List agent extra permissions (company): Shows the extra permissions and their expiry dates granted to an agent account in the company space.
- Grant extra permissions to agent (company): Sets the extra permissions (each with an optional expiry date) of an agent account in the company space on top of its profile; the list replaces the previous extra permissions.
- List agent extra permissions (client account): Shows the extra permissions and their expiry dates granted to an agent account in the client space.
- Grant extra permissions to agent (client account): Sets the extra permissions (each with an optional expiry date) of an agent account in the client space on top of its profile; the list replaces the previous extra permissions.
- List agent extra permissions (organization): Shows the extra permissions and their expiry dates granted to an agent account in the organization space.
- Grant extra permissions to agent (organization): Sets the extra permissions (each with an optional expiry date) of an agent account in the organization space on top of its profile; the list replaces the previous extra permissions.
- List member extra permissions: Shows the extra permissions and expiry dates granted to a company member.
- Grant extra permissions to member: Sets the extra permissions (optionally with an expiry date) given to a company member on top of their profile.
- List member extra permissions: Shows the extra permissions granted directly to an organization member and when they expire.
- Set member extra permissions: Replaces the extra permissions granted directly to an organization member, each optionally with an expiry date.
- List member extra permissions: Shows the extra permissions granted directly to a client member and when they expire.
- Set member extra permissions: Replaces the extra permissions granted directly to a client member, each optionally with an expiry.