You
must have Diocesan
Admin access rights assigned to your login credentials to configure
permissions to modify lookup tables.
You
must have Diocesan
Admin access rights assigned to your login credentials to configure
permissions to modify lookup tables.
Changing Default Lookup Table Permissions
As shown below, Lookup Management provides controls that enable diocesan administrators to grant or deny permission to organizations in the diocese to modify (add, change, and merge) values in the Family Directory lookup tables.
By default, organizations are allowed to modify each table's values. To change the default permission settings, do the following:
Click 
to display the Lookup Management
page.
Do one of the following:
To 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.
The table is now locked. Its records cannot be changed.
To 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 to allow parishes to 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.
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.
● 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)
● 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): this button is visible and
(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:
(Edit
a lookup record)
(Merge
lookup records)
About the Lookup Management Page
Understanding Lookup Management