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Permission resources

The underlying structure behind permissions is that users, groups, or systems have access to a resource.

  • A resource is a feature that exists in either PeopleStage, FastStats, or Orbit. Resources include Areas, Campaigns, Files, Templates, Voucher Seeds, Communication Channels, Roles, etc.
  • Permissions grant or deny access to different types of resources. There are different types of permissions.

Resources are further broken down into two broad categories, hierarchical and tagged:

  • A hierarchical resource is the child or parent of another resource of the same type
  • File directories, campaigns, and areas are examples of hierarchical resources
  • A tagged resource doesn't have a parent or children. Templates, voucher seed sets, Velocity restrictions, and export channels are examples of tagged resources.
  • Tags group resources together

Permission resource types

Once you create users, groups, and resources, there are two workflows for assigning permissions:

For Tagged Resources:

  1. Create a tag (if it doesn't already exist).
  2. Link a tag to a resource.
  3. Apply permissions to the linked tag for that resource type in the Permissions UI.

For Hierarchical Resources, apply permissions to the resource in the Permissions UI.