This article explains how diocesan administrators can manage default permissions for Family Directory lookup tables in ParishSOFT, including steps to lock individual or multiple tables and control visibility and editing rights.
You must have Diocesan Admin access rights assigned to your login credentials to configure permissions to modify lookup tables.
Permissions Options
Lookup Management provides controls that enable diocesan administrators to grant or deny organizations in the diocese permission to modify (add, change, or merge) values in the Family Directory lookup tables.
Changing Default Lookup Table Permissions
By default, organizations can modify each table's values. To change the default permission settings, do the following:
- Navigate to the Lookup Management page.
- Do one of the following:
- Lock a single Family Directory table: select the desired table in the Tables panel. Then, deselect the Allow all Parishes to Add, Edit, or Merge checkbox.
- Lock multiple Family Directory tables: select the Bulk Manager Lookup Permissions link to display the Lookup Permissions Manager menu. By default, all tables are selected so parishes can edit table values. Clear the checkboxes for each table you want to lock. Then, click
.
The selected tables are now locked. Their records cannot be changed.
Changes to the User Interface
Action buttons in the Lookup Management grids are visible and activated only if the user can access the functionality they represent. In addition, the visibility of a table's content (lookup records) depends on whether the table is locked.
If a lookup table is locked:
Within the table's grid, records created and owned by the selected organization, as well as those owned by the diocese, are visible.
Because access to the table is locked, these buttons are not visible to the organization administrator:
(Add new lookup record)
(Edit a lookup record)
(Merge lookup records)
(Move lookup records)
If a lookup table is not locked:
Within the table's grid, records created and owned by the selected organization as well as those owned by the diocese are visible.
The records owned by the selected organization can be modified. Therefore, these buttons are visible and activated for organization-owned lookup records:
(Add new lookup record)
(Edit a lookup record)
The lookup records owned and created by the diocese cannot be edited and merged. Therefore, these buttons are visible but not activated (shaded) to indicate that their functionality cannot be used:
(Merge lookup records)
(Move lookup records)
Updated