#Change and Clone or Transfer Permissions Tasks

You can perform the following actions on the tasks from Change Permissions and Clone or Transfer User Permissions services:

• View Task – Click a task title to see detailed information. In the View Details interface, you have the following options:

  • Submit – Click Submit on the ribbon to finish this task.

  • Reject – Click Reject on the ribbon to reject this task.

  • Review the Report – Review the detailed report of this task. Choose one of the following options:

    • View on screen – Open the report directly to view details on screen. If you view details of a Change Permissions task, refer to Review Permissions.

    • Download report – Download the report and then modify the data that you wish to change. In the pop-up window, click Browse to select the modified file to upload.

  • Edit Request (This button is only visible to the approvers when Allow approvers to edit this service request is selected in the corresponding service) – Click Edit Request on the ribbon to edit all of the settings of this request in the Edit Request interface.

  • View Request History – Click View Request History to view the versions of this request in the View Request History interface.

• Submit – Select a task, and click Submit on the ribbon to submit the task. Enter some comments for this task for further reference in the pop-up window. Click OK to finish this task or Cancel to return to the All Tasks interface.

• Reject – Select a task, and click Reject on the ribbon to reject the task. Enter some comments for this task for further reference in the pop-up window. Click OK to finish this task, or click Cancel to return to the All Tasks interface.

#Review Permissions

If you view details of a Change Permissions task, you can perform the following actions:

• Filter Records – Select User Based or Object Based from the drop-down list in the top left-hand corner. By default, All Results is selected.

• Submit – Click Submit on the ribbon to submit the task and apply all of your configurations to SharePoint.

• Reset – Click Reset on the ribbon to select Reset My Changes or Reset All Changes.

  • Reset My Changes – Your changes on the task will be cleared.

  • Reset All Changes – All users’ changes on the task will be cleared.

• Export Report – Click Export Report on the ribbon to export the permission review report. In the Export Report window, choose to export the report to local machine or export the report to an export location, and select a report format (CSV or XLSX). Then, click Export to Datasheet to export the report.

• Edit User Permissions – Select a user and click Edit User Permissions. In the Edit Permissions interface, modify the permission levels in the Permissions section. Then, click Save on the ribbon to save your changes and go back to the View Details page. The edited record is highlighted.

• Remove User Permissions – Select a user and click Remove User Permissions. A pop-up window appears which asks you to confirm your operation. Click OK to remove the user’s permissions.

• Delete User – Select a user and click Delete User. A pop-up window appears which asks you to confirm your deletion. Click OK to delete the selected user.

• Edit Group Permissions – Select a group and click Edit Group Permissions. In the Edit Permissions interface, modify the permission levels in the Permissions section. Then, click Save to save your changes and go back to the View Details page. The edited record is highlighted.

• Remove Group Permissions – Select a group and click Remove Group Permissions. A pop-up window appears which asks you to confirm your operation. Click OK to remove the group’s permissions and go back to the View Details page. The edited record is highlighted.

• Delete User – Click the display name of a group and you are brought to a new window. Select one or more group users and click Delete User on the ribbon. A pop-up window appears which asks you to confirm your deletion. Click OK to delete the selected users.

• Remove User From Group – Click the display name of a group and you are brought to a new window. Select one or more group users and click Remove User From Group on the ribbon. A pop-up window appears which asks you to confirm your operation. Click OK to remove the selected users from the group.

• Change Group – Click the display name of a group, and you are brought to a new window. Select one or more group users and click Change Group on the ribbon.

  In the Change Group interface, select the group that you wish to change to and select the method for changing group, Copy or Move. Copy will copy the users to the new group. Move will remove the users from the previous group and then add the users to the new group. Click Save to save your changes and go back to the View Details page. The edited record is highlighted.