Creating an Action Centre & permissions

This guide covers enabling Action Centres for your account, the generic flow for creating any Action Centre, and how the permission levels (Full Access, View and Edit, View only) work. For settings unique to each type, see Action Centre types reference (Document ID: 154), Financial Action Centre types (Document ID: 155) and List Builder Action Centres (Document ID: 153).

Step 1 — Enable Action Centre Management

Before Action Centres can be created, an administrator enables the feature for the relevant user group:

1. Go to Settings → Users & access → User groups.
2. Open the relevant group.
3. Turn on the Action Centre Management toggle.
4. Save. An Action centres settings page now appears under Features.

Users in that group can now create and manage Action Centres from Settings → Features → Action centres.

Step 2 — Create a new Action Centre (generic flow)

1. Go to Settings → Features → Action centres.
2. Select Create Action Centre, at the top right of the page. (The arrow beside the button also offers Create new area, if you need to create the area first.)
3. Enter a Name for the Action Centre.
4. Pick an Icon from the searchable icon library.
5. Choose the Area the Action Centre belongs to.
6. Choose the Section — select an existing section, or type a new section name to create one.
7. Select the Type (for example Cases, Data Table, Financial — Receipts, List Builder, and so on).
8. Complete any type-specific settings (these vary by type — see the dedicated type guides).
9. (Optional) Add or change Default Filters so the table opens pre-filtered to a focused view.
10. Set Permissions (see below).
11. Click Save.

The Action Centre now appears in its area and section in the left sidebar. A confirmation message at the bottom of the screen says the Action Centre was created (or, after an edit, updated) successfully, with an Open button — select it to go straight to the Action Centre you just saved.

Default filters

Many Action Centre types support Default Filters — filters applied automatically whenever the Action Centre is opened. They are ideal for creating focused, purpose-built views (for example "failed receipts in the last year" or "open cases assigned to my team"). Users can still apply their own additional filters on top of the defaults while working in the table.

Permissions

Access to each Action Centre is controlled per user or user group, on the Permissions step of the Action Centre builder. There are three access levels — Full Access, View and Edit and View only — explained in Access levels and the "Anyone" default (Document ID: 244). In the table, Full Access and View and Edit users can edit records where a column is editable; View only users can search, filter, sort and export without editing records.

To set permissions:

1. While creating or editing the Action Centre, go to the Permissions step of the builder.
2. Optionally start from a preset — Everyone or Only me.
3. Under Add access for, choose User or User group (or click Add me), set the Access level for each, and click Add.
4. To limit who sees the Action Centre, confirm at least one entry is listed, then remove Anyone.
5. Finish the builder to save.

Editing, moving and archiving

After creation, each Action Centre can be:

• Edited — to change its name, icon, area, section, type-specific settings, default filters or permissions.
• Moved to a different (or new) section.
• Archived — to retire it from active use while retaining it.