Choosing a Privilege Set

A privilege set is what allows, or restricts, access to different parts of a given solution for the account that it is assigned to. While you should have a specific account for each person, you can assign the same privilege set to multiple accounts. There are a number of preconfigured privilege sets, both by FileMaker and inRESONANCE.

inResonance Privilege Sets

Here are the privilege sets that we have preconfigured at iR. We recommend that you select a privilege set from these choices as they were created for the particular solution that you are using.

PORTAL

• Data Entry
  • Cannot delete records.
  • Cannot access design features, such as layout mode.
• Designer
  • Read access to all records.
  • Layout access on the jump screens.
  • Can create new layouts.
• Interviewer
  • Access to interview related data only. This would be data regarding visits, tours, and interviews.
• Browse
  • Can read and edit most data.
  • Some confidential fields are not visible.
• Browse Plus
  • Same as the Browse privilege set except all fields are visible.

KEYSTONE

• User
  • This is the general privilege set that should be associated with KEYSTONE users.
  • Allows view only access to records, layouts, and value lists.
  • Can execute scripts.
• TAM User
  • Designed for Teachers using the Teacher Access Module related to KEYSTONE.
  • Allows view only access to records, layouts and value lists.

GENERATIONS

• Designer
  • View only access to records.
  • Full access to layouts, value lists and scripts.
• Gift Entry
  • View and edit all records.
  • Can create and edit in Transactions.
• GEN Edit
  • View and edit all records.
  • View only in Transactions.
• Browser
  • View only access to all records.
• Volunteer
  • View and edit all records.
  • No access to Transactions.

HEALTH

• Manager
  • View all records.
  • Edit all except data brought into HEALTH by KEYSTONE.
  • Create and delete records.
• User
  • View all records.
  • Edit most data.
  • Cannot delete records or create patient records.
• Browser
  • View all records.
  • Cannot edit or delete records.
• Public
  • Can only view the fields on the Public table.

STUDENT BILLING

• Power User
  • View all records.
  • Create, edit and delete most records.
  • Cannot edit layouts.
  • Can execute scripts.
• User
  • View all records.
  • Create, edit and delete some records.

SANDBOX

• Sub Admin
  • Can create and edit in all records.
  • Can modify all layouts, value lists, and scripts.
  • Create and Delete records
• Edit
  • Can view and edit all records.
  • Cannot create or delete records.
• Data Input
  • Can view and edit all records.
  • Can create new records.
  • Cannot delete records.
• Browser
  • View only in all records.
  • Can modify some layouts.

FileMaker Privilege Sets