Introduction to permissions

Note: Before using permissions, you’ll need to turn them on via your Database Management menu. See Enabling permissions. Please contact our technical services team for assistance with this process.

This section details the granular level of access control that an administrator (admin) can apply via profiles to permissions, across the entire suite of Apteco software.

What are permissions?

Permissions allow a system administrator (admin) to control which parts of an Apteco software installation a given profile (user, group, or system) can access.

Once applied, permissions allow CRUD (Create, Read, Update, Delete) access privileges to the profiles which they are assigned to.

Note: Permissions are turned off by default. They need to be globally switched on to allow admin control. They are also reversible, so any permission applied in error can be unapplied, or permissions can be completely turned off.

Permissions vs licensing vs sharing

Before understanding permissions, it’s important to distinguish what exactly permissions control. An important distinction to make here is between permissions, licensing, and sharing.

  • Permissions: Controlled by admins and grant access to Apteco resources (features and functionality). Permissions do not allow admins to control licensing or sharing.

  • Licensing: Controlled by Apteco, and manages access to Apteco software.

  • Sharing: Controlled by users, and manages sharing of data via assets such as dashboards, audiences, and campaigns.