Creating a new Package
- Open Permissions Workflow from the Administration sidebar.
- Click New Package in the top-right corner of the package list.
- Fill in the form:
- Name — a short, descriptive label (e.g. "Area Manager Permissions"). This appears in the package list and in all user-facing reports.
- Description — a longer explanation of what this package grants and to whom it applies.
- Structures — select one or more organizational structures, or choose the whole organization. This defines the scope; it does not restrict who can be added, but it is used to filter and document the package's intent.
- Click Create Package. You are redirected to the package detail page.
Editing package settings
The settings form at the top of the package detail page lets you update the name, description, and structures at any time. Changes are saved immediately when you click Save. Updating settings does not affect existing user assignments or granted permissions.
Adding permissions to a Package
- In the Permissions column of the package detail page, click Add permission.
- Select the Application from the dropdown. Only apps with at least one configurable permission are listed.
- Select the Permission within that app. Permissions already in this package are greyed out.
- Configure the Value — the specific access level or parameter required by that permission. The form adapts to the permission type: radio buttons, checkboxes, a structure selector, a group selector, etc.
- Click Add permission to save it to the package.
Tip: You can add permissions from multiple different applications to the same package. There is no limit on the number of permissions per package.
The permissions list
The Permissions column shows all permissions in the package. Each row displays:
| Column | Description |
|---|---|
| App / Permission | The application name and permission slug. Both are links to the permission detail in Manage Permissions. |
| Value | The configured access level or parameter for this permission. |
| Date | Creation date and last edit date. |
| Status | Active — included in future assignments. Deleted — removed from the package; existing users who had it are handled per the removal flow. |
| Actions | Sync pushes the current value to existing users. Remove removes the permission from future assignments. |
Note: You cannot add users to a Package that has no active permissions. The Add user button is disabled until at least one active permission is present.
