Access Profile Permissions - Other Resources

🎯 Objective

In this article, you will learn how to configure permissions within the Other Resources section in netLex. You will understand how your access profile and folder sharing work together to manage complementary tools such as Connect, the Calendar, and system maintenance, as well as discover each technical functionality that can be enabled in custom profiles.

This article contains the sections:

• Understanding how your access works
• Custom Profiles: The key to personalization
• Details of the Other Resources section

⚠️ Warning: This functionality is being rolled out gradually. Therefore, if it is not yet available in your environment, don't worry: it will be automatically updated soon!

🔍 Understanding how your access works

The Access Profile determines the maximum limit of actions a user can perform on the platform. However, it is not enough to grant folder permissions on its own.

The effective release of access happens through the combination of the access profile and folder sharing. Permissions are organized according to the guidelines described in the article: Folder Sharing.

Prevalence Rule:

• If the folder access level is lower than the profile level, the more restrictive folder access prevails.
• If the folder access level is higher than your profile, your profile's limit will be maintained.

🛠️ Custom Profiles: The key to personalization

It is essential to highlight that the detailed configuration of each technical checkbox in the Other Resources section is only possible in Custom Profiles.

Predefined profiles (Viewer, User, Power User, and Admin) have fixed and immutable settings to ensure standardization and compliance with the contracted plan. If your company needs a specific combination of permissions that does not fit the standard models, contact your system administrator for more information.

📑 Details of the Other Resources section

Check what each functionality allows when enabled in a profile:

• Read Connect: Allows viewing the integration and automation flows created in netLex Connect.
• Create Connect: Authorizes the creation of new integrations in Connect.
• Edit Connect: Allows editing existing Connect integrations.
• Delete Connect: Enables the deletion of Connect integrations.
• Execute Connect: Allows manually triggering configured automations.
• Manage Connect variables: Authorizes the adjustment of global variables that feed the integrations.
• Read calendar: Allows viewing the platform's calendar.
• Create calendar: Authorizes the creation of new calendars.
• Edit calendar: Allows modifying dates and information in existing calendars.
• Delete calendar: Enables the removal of calendars.
• Download Lex-in: Authorizes the user to download Lex-in.
• Create FAQ: Allows registering new questions and answers in the internal FAQ.
• Edit FAQ: Authorizes changing the content of existing FAQs.
• Delete FAQ: Enables the deletion of FAQs.
• Download suspicious attachment: Allows the user to download files that have been flagged by the security system.
• Read external links and cards on homepage Allows viewing the external links configured on the home page.
• Enable platform maintenance: Allows the migration of metadata to properties.