Managing Perm Level in Permission Manager

Perm Level is a technique for limiting the amount of data that is viewable or modifiable for a given User Group in a particular DocType. While you can establish visibility or changeability for each DocType by modifying the DocType-specific Permissions Rule, you can change these for particular Sections or Fields by using the Permissions Level.

You can classify fields in each document using "levels." Each field group or group of fields is identified by a special number (0, 1, 2, 3 etc.). Each field group may be subject to a different set of permission guidelines. All fields are set to level 0 by default.

A field's Perm Level (also known as the permission level acronym) can be set in the Customize Form.

You can utilize Perm Level to give different users varying permissions for a specific field if you need to. To help you comprehend, let's look at an illustration.

Both the Stock Manager and the Stock User can access the Delivery Note. You don't want the Stock User to have access to the Delivery Note's amount-related fields, but the other fields should be viewable just like they are for the Stock Manager.

You can select Perm Level as (for example) 2 for all associated fields that shouldn't be visible.

Stock Users do not have any permission on Perm Level 2 for Delivery Note because their role has not been assigned with a rule allowing them to read or write in Field with Perm Level of 2, as shown below. Stock Managers, on the other hand, will have permission on fields on Delivery Note with Perm Level 2.

The Stock User will be given permission to only be able to read on Perm Level 2 but not to write or edit if you want them to have access to a field at Perm Level 2 but do not want them to have authorization to alter it.

The order of the permanent levels (1, 2, 3, or 2, 1, 3 or 3, 2, 1) is not important. They don't suggest a hierarchy. Permission Level is usually used to combine a number of fields together before granting Roles access to that group of fields. As a result, you can set any permission level for an item before setting its permissions.

Simply alter the perm level for the section field and it will be applied to all fields in the section if you wish to change permissions for every field in a section.