Permissions can be applied at seven levels within FlowLogic:

Areas control access to specific sets of records. They determine where records are stored and who can access them. This is useful for separating records by teams, locations, departments, or service types.

With areas you can:

For more information on Areas, click here

Rights

Rights control access to system features, settings, and tabs. They are typically assigned to groups rather than individual users. Examples include access to the Roster Schedule, Reports, System Settings, Record Revisions, and Record Access Logs.

Groups represent categories of staff such as HR Managers, Finance Teams, Admins, and Team Leaders. Rights are assigned to groups and then apply to every user within that group.

In the Users section, you can see which groups a user belongs to and which areas they are assigned to, providing a clear picture of each person’s permissions.

For more information on Groups and Rights, click here

Each section in FlowLogic (such as Participants, Staff, and Incidents) has its own permissions controlling whether a user can read records, add new records, edit existing records, or delete records.

Within each section, individual forms also have their own permissions. For example, a user might be able to access a participant profile but not edit a specific form within that profile. Permissions become more granular at this level.

For more information on Section and Form Permissions, click here

When opening an individual record, additional permissions may apply. Record access can be assigned automatically (for example, via roster assignments) or adjusted manually, allowing control over who can view specific participant or staff records.

For more information on Record-Level Permissions, click here

Field-level permissions

FlowLogic also supports permissions at the individual field level, giving you control over who can read or edit a specific field. This provides extremely detailed control over sensitive information.

Permissions are flexible and can change over time. You can start with default settings, adjust as your organisation grows, and refine access as roles and responsibilities evolve.

If you need help configuring permissions, reach out to the FlowLogic onboarding or support team.

FlowLogic’s permission structure gives you full control over visibility, editing rights, and system access, ensuring your data stays

secure while remaining flexible for operational needs.