{%= __("Quick Help for Setting Permissions") %}:

1. {%= __("Permissions are set on Roles and Document Types (called DocTypes) by setting rights like Read, Write, Create, Delete, Submit, Cancel, Amend, Report, Import, Export, Print, Email and Set User Permissions.") %}
2. {%= __("Permissions get applied on Users based on what Roles they are assigned.") %}
3. {%= __("Roles can be set for users from their User page.") %} {%= __("Setup > User") %}
4. {%= __("The system provides many pre-defined roles. You can add new roles to set finer permissions.") %} {%= __("Add a New Role") %}
5. {%= __("Permissions are automatically applied to Standard Reports and searches.") %}
6. {%= __("As a best practice, do not assign the same set of permission rule to different Roles. Instead, set multiple Roles to the same User.") %}

---

{%= __("Meaning of Different Permission Types") %}:

{%= __("Permission") %}	{%= __("Description") %}	{%= __("Example") %}
{%= __("Select") %}	{%= __("Allows the user to search and see records.") %}	{%= __("The user can select a Customer in Sales Order but cannot open the Customer master.") %}
{%= __("Read") %}	{%= __("Allows the user to view the document.") %}	{%= __("The user can view Sales Invoices but cannot modify any field values in them.") %}
{%= __("Write") %}	{%= __("Allows the user to edit existing records they have access to.") %}	{%= __("The user can update a customer or any other fields in an existing Sales Order but cannot create a new Sales Order.") %}
{%= __("Create") %}	{%= __("Allows the user to create new documents.") %}	{%= __("The user can create a new Item but cannot edit existing items.") %}
{%= __("Delete") %}	{%= __("Allows the user to delete documents.") %}	{%= __("The user can delete Draft / Cancelled documents.") %}
{%= __("Print") %}	{%= __("Allows printing or PDF download of documents.") %}	{%= __("The print button is enabled for the user in the document.") %}
{%= __("Email") %}	{%= __("Allows the user to email from the document.") %}	{%= __("The email button is enabled for the user in the document.") %}
{%= __("Report") %}	{%= __("Allows the user to access reports related to the document.") %}	{%= __("If the user has access to Employee and Report is enabled, they can view Employee-based reports.") %}
{%= __("Export") %}	{%= __("Allows the user to export data from the Report view.") %}	{%= __("The user can export report data.") %}
{%= __("Import") %}	{%= __("Allows the user to use Data Import tool to create / update records.") %}	{%= __("The user can import new records or update existing data for the document.") %}
{%= __("Share") %}	{%= __("Allows sharing document access with other users.") %}	{%= __("The user can share document access with another user.") %}
{%= __("Mask") %}	{%= __("Allows users to enable the mask property for any field of the respective doctype.") %}	{%= __("If the user enables the mask property for the phone number field, the value will be displayed in a masked format (e.g., 811XXXXXXX).") %}

---

{%= __("Permission Levels") %}:

1. {%= __("Permissions at level 0 are Document Level permissions, i.e. they are primary for access to the document.") %}
2. {%= __("If a Role does not have access at Level 0, then higher levels are meaningless.") %}
3. {%= __("Permissions at higher levels are Field Level permissions. All Fields have a Permission Level set against them and the rules defined at that permissions apply to the field. This is useful in case you want to hide or make certain field read-only for certain Roles.") %}
4. {%= __("You can use Customize Form to set levels on fields.") %} {%= __("Setup > Customize Form") %}

---

{%= __("User Permissions") %}:

1. {%= __("User Permissions are used to limit users to specific records.") %} {%= __("Setup > User Permissions") %}
2. {%= __("Select Document Types to set which User Permissions are used to limit access.") %}
3. {%= __("Once you have set this, the users will only be able access documents (eg. Blog Post) where the link exists (eg. Blogger).") %}
4. {%= __("Apart from System Manager, roles with Set User Permissions right can set permissions for other users for that Document Type.") %}

{%= __("If these instructions where not helpful, please add in your suggestions on GitHub Issues.") %} {%= __("Submit an Issue") %}