Grant tenant access
Grant tenant View Own, View, Create, Edit and Delete according to the role.
Before you start
An administrator manages core roles. Delegated module permissions require the appropriate real_permission capability.
Follow these steps
- Open the named role, plan or permission assignment.
- Grant tenant View Own, View, Create, Edit and Delete according to the role.
- All five tenant capabilities are registered in the merged module. The header’s tenant-menu gate uses View; individual tenant and application actions also check their own capabilities and record scope.
- The account can perform the intended action within its company and record scope.
Fields, rules and limits
- All five tenant capabilities are registered in the merged module. The header’s tenant-menu gate uses View; individual tenant and application actions also check their own capabilities and record scope.
Check it worked
The account can perform the intended action within its company and record scope.
If something does not look right
If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.
Questions and answers
What should I verify for this task?
All five tenant capabilities are registered in the merged module. The header’s tenant-menu gate uses View; individual tenant and application actions also check their own capabilities and record scope.
Why is the record or action unavailable?
An administrator manages core roles. Delegated module permissions require the appropriate real_permission capability. Check the current company and record relationship before requesting additional access.