Introduction
The Admin Features section allows users to create and manage Permission Schemes directly from Advanced mode.
This feature helps you standardise permission setups and reuse them across Staff Users.
It appears in Advanced mode, directly below the Update Permissions button.
Who Can Manage Permission Schemes?
You will need permission to Edit Organisation Details (previously Organisation R/W) to manage these settings. If you do not see this section, you may not have the required permission level. Please contact support@complyflow.com.au for assistance. For more information, see Staff Permissions Overview
Saving Permission Schemes
From the Admin Features section, you can:
Override an existing scheme
Create a new scheme
When saving a scheme, the system captures your full Advanced mode configuration.
Option 1: Override an Existing Scheme
Use this option when you want to update an existing scheme with new permission settings.
Steps:
1. Navigate to Staff > Select a Staff User > Actions > Permissions.
2. Switch to the Advanced tab.
3. In the Admin Features section, select Override Existing and choose an existing scheme from the dropdown.
4. Select Save Scheme.
5. Confirm the message. If the scheme is already assigned to users, you will see a checkbox option during the override process. Select Confirm Override.
Important:
If you tick the checkbox, the updated scheme will apply to all users currently assigned to it.
If you leave it unticked, existing users will remain on the previous version of the scheme.
6. A success notification will appear.
7. If you want to apply the scheme to the current user, you can also select Update Permissions to save the changes.
Important Information:
You can override any existing scheme in the system.
A confirmation is required before changes are applied.
All overrides are logged in Action History, including:
User who made the change
Date and time
Scheme name
Original settings vs new settings
Option 2: Create a New Scheme
Use this option when creating a new permission template.
Steps:
1. Configure permissions in Advanced mode.
2. In the Admin Features section, select Create New Scheme and enter a scheme name. Then select Save Scheme.
3. A success notification will appear.
4. If you want to apply the scheme to the current user, you can also select Update Permissions to save the changes.
Scheme Name Rules:
Maximum 32 characters
Letters, numbers and spaces only
No special characters
Must not duplicate an existing scheme name
If the name does not meet these requirements, the system will display an error and prevent saving.
What Is Saved in a Scheme?
When saving a scheme (new or override), the system captures:
All module permission selections
Organisation vs Site-level settings
Entire Organisation or Assigned Sites Only toggle selections for each module
When applied later, the scheme will assign permissions exactly as configured.
After Saving a Scheme
Once saved successfully:
A confirmation toast notification will appear.
You will remain in Advanced mode.
You will see this reminder:
Saving a scheme does not automatically apply it to the current Staff User. You must select Update Permissions to apply the changes.
Validation & Error Handling
The system will prevent saving if:
The name exceeds 32 characters
The name contains special characters
The name already exists
Clear validation messages will guide you if corrections are required.
How This Works with Existing Permissions
New schemes become immediately available in the Simple mode dropdown.
Schemes created here work with the existing Add & Edit Internal Employees permission workflow.
The current permission application process remains unchanged.
Related Guides
If you require assistance, please contact our support team at support@complyflow.com.au.