Restricting access by status

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What are Status Settings


Status Settings provide granular permissions and access controls, enabling you to define which access rights or user groups have READ, EDIT, UPLOAD, or ORDER capabilities when an item reaches a specific stage in the workflow. For example, you might disable the ability to EDIT once the workflow reaches the status ‘Closed’.

How to configure a Status Settings


To enable Status Settings, follow these steps:

  1. Navigate to Site Configuration{Module}Workflow.

  2. Click the Status Settings tab

  3. Click Edit Status Settings.

  4. Locate the option Enable Status and ensure the checkbox is ticked.

  5. Tick the checkbox for the associated status field to which you want to apply access controls.

  6. Click OK to apply the changes.

An image highlighting the Status Settings pop-up window

Once enabled, you will be able to define access permissions for all the access rights or user groups, which will regulate access to items in their respective states. The following permissions can be set:

Permission

Description

Read

This grants the user the right to see the content of the module

Edit

This will allow the user to edit the content of the module

Upload

Controls "create" item access in combination with "Read" access.

Order

This access right applicable only to Ordering feature and allows the user to see the Order button in the catalog module item.

To define the permissions against a specific status value, follow the below steps:

  1. Click the Edit icon

  2. Tick the checkbox for each access right to grant READ, UPLOAD, EDIT or ORDER permissions.

  3. Click OK to apply the changes and repeat for each individual status value

An image highlighting granular permissions assigned to each access right