User scopes

Manage access to requests faster and more efficiently.

With User scopes you can organize users, groups and organizations which match the same preferences into many reusable presets that can be used in permission pools across th entire app.

Creating scopes

Accessing configuration

To start, access the My Requests Extension configuration first and select User scopes.

Steps

1. Click Add new scope. Your scope will be created immediately.

   

2. Change the name of your scope with the Pen icon.
   Note

   The scope name must be unique and it can’t be longer than 60 characters. You can rename your scopes anytime.

   

3. Select users, groups and organizations that will be included in the scope.

   

Result

Your scope is configured and ready to be used.

Searching through scopes

You can easily find your desired scope simply by using the search bar visible in the User scopes view.

Deleting scopes

In order to delete a scope, click the Bin icon displayed next to the scope you wish to delete.

Warning

Deleting scopes can’t be undone and it may influence the app configuration.

If a selected scope has been used in the app configuration, by deleting this scope you are notified about the affected configuration. Any changes to scopes will be reflected in configured access restrictions and visible to all users included in this scope.

Using scopes

User scopes can facilitate the entire app configuration. Wherever there is access to be given, User scopes will save you plenty of time you would normally spend on manually giving permissions to users.

It’s possible to employ User scopes in:

• the Settings section to quickly give or restrict access to Requests page for all the users organized in a particular scope.

• the Fields configuration section to set the custom fields’ visibility. To do so, find Scopes in the filter bar and select the scope of your choice. Then easily change permissions for this scope.