Visibility
Certain features or attributes may not be present, this is because their visibility is dependent on the permissions granted by the user’s role, if the third party, user type and schema attribute are enabled along with if the user is an administrator of a user type or third party and if the user is an approver of a user type.
When changing visibility by roles, please log off and on again to fully enact changes.
Visibility by roles
A user's role determines what sections or headers and side navigation they have access to as well as the ability to view, create, edit or delete details.
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Visibility by read permissions
Roles with read permissions allow users to view sections, their side navigation and the details within them but not to create, modify or delete them.
Read Permissions |
Visible Headers |
Visible Side
Navigation |
View all users |
|
All users (helpdesk) |
Run reports |
Report Header |
My Scheduled
reports Download a
report All scheduled
reports |
View third parties |
Administration Header |
Third parties |
View user types |
Administration
Header |
User types |
View roles |
Administration Header |
Roles |
View lifecycle rules |
Administration
Header |
Lifecycle
rules |
View mail templates |
Administration Header |
Mail templates |
View name-value pairs |
Administration
Header |
Name-value
pairs |
View schema
attributes |
Administration Header |
Schema |
View settings |
Administration
Header |
Settings |
View audit log |
Administration Header |
Audit log |
Visibility by write permissions
Roles with write permissions allow users to view sections, their side navigation and the details within them as well as create, modify or delete them.
Write Permissions |
Visible Headers |
Visible Side
Navigation |
Create reports |
Report Header |
|
Manage third party |
Administration Header |
Third parties |
Manage user types |
Administration
Header |
User types |
Manage roles |
Administration Header |
Roles |
Manage lifecycle rules |
Administration
Header |
Lifecycle
rules |
Manage mail
templates |
Administration Header |
Mail templates |
Manage name-value pairs |
Administration
Header |
Name-value
pairs |
Manage schema
attributes |
Administration Header |
Schema |
Manage settings |
Administration
Header |
Settings |
Write Permissions |
Visible Buttons |
Bulk add users |
Bulk add button within
users |
Visibility by administrator
Administrator of |
Visible Side
Navigation |
Third party |
Users within that
Third party |
User type |
Users within
that user type |
Visibility by approver
Approver of |
Visible Headers |
User type |
Approvals |
Visibility by enabled
When Enabled |
Visible within forms |
Third party |
Third party selectable within
user form |
User type |
User Type selectable within user
form |
Schema attribute |
Attribute selectable within user
type form |
Contract
based enabled for user type |
Add contract button for existing
users and attributes to add a contract to a new user |
Bulk load enabled for user type |
User type selectable within user
form when bulk adding users |
Visibility examples
Below are some examples of how visibility changes within UMT depending on user permissions.
UMT sections
Below is a user who has no view or managing permissions of any administration sub-section such as third parties or user types.
Below is a user with view or managing permissions of an administration sub-section such as third parties or user types.
Users section
Below is a user who is not an observer of any user types and does not have a role permission to view all users.
Below is a user who has a role assigned as user type observer of "Purchaser", "Employee" and Supplier" user types, and has the permission to view all users.
Below is a user who does not have a role with the permission to bulk add users.
Below is a user who does have a role with the permission to bulk add users.
Administration section
Below is a user who only has view or managing permissions of settings, allowing the "Administration" header and Settings to be visible but no other sub-section.
Below is a user who has view or managing permissions of all Administration sub-sections making all visible.
Reports section
Below is a user with no permission to create reports making them greyed out and un-selectable.
Below is a user with permission to create reports making them coloured and selectable.