This feature enables you to define permissions for any subcategory created under the selected category. These permissions are set on the Permissions for Subcategories tab of the Properties window for categories.
Subcategories can either inherit the permissions defined for the ‘parent’ category (which is the default setting), or they can have their own permissions. Note that once a subcategory is created, its permissions can be modified individually. Thus it is very easy to define the level(s) of a categories tree a user or role is allowed to edit.
NOTE: If you change permission settings for a ‘parent’ category, you will be asked whether these changes should be applied to its subcategories as well.
To define explicit permissions for any subcategories created under a selected category:
1. Right-click on a record or category and select Properties from the shortcut menu. The Properties window appears.
2. Click the Permissions for Subcategories tab.
3. Activate the Defined below option.
Now, you can either grant individual permissions for subcategories to selected users or roles, or you can employ a Permissions Template.
Granting Permissions One by One
To grant individual permissions to selected users or roles:
1. If the desired user is not already shown, click Add Users. The Add User window is displayed.
Search for respective users. Click OK to add them to the list in the Permissions section.
OR
If the desired role is not already shown, click Add Role and select a role to add it to the list in the Permissions section.
2. Select a user or role from that list and activate the permissions you want to assign, or deactivate previously granted permissions to revoke them.
3. Click Apply to save your changes and continue to assign individual permissions to further users. OR Click OK to save all changes and close the Properties window.
Granting Permissions Employing Templates
To employ a Permissions Template:
1. Click Use Template and select the template you want to use.
2. Click Apply to save your changes and continue to assign individual permissions to further users. OR Click OK to save all changes and close the Properties window.
NOTE: With Permission Templates, both the permissions to be granted and the respective users are specified in the template itself. A Permissions Template can not be assigned to a user selected from the user list on the Permissions tab. For more information on Permissions Templates, see “Overview: Permissions Templates” .)