Permissions

Groups

 

You will find that tab via User environment  > Permissions.

That tab provides a list of the different user groups of the organization.

A user may belong to one or several user “groups” of an organization. It makes the configuration of the permissions easier since permissions may be given to an entire group and not only to users one by one.

Thus, a user is automatically granted the permissions of the group he belongs to.

You may create, import or export groups.

 

Create a group
  1. You may create a group with a click on the Create button located at the top of the table.

  1. Provide a name and a description.

 

Import a group

You may import groups with a click on the import button, located at the top of the table. You will be asked to provide an Excel file.

Export groups

You may edit groups with a click on the name of the group in the table or with a click on  in the Actions column of the table. Two tabs will open:

  1. The Edit the group tab: You may change the name and the description.

  1. The Users tab: you may choose the users who belong to the group by checking the corresponding box in the last column of the table.

 


Security levels

You may find that tab via User environment  > Permissions.

A security level is a set of permissions about the estimation. The security levels are specified  and granted by the administrator of the organization to users and groups to define their permissions.

In the instance above, the “MOD” level grants the permission to create an estimation from template whereas the “SHW” level only grants the permission to see an estimation.

Create security level
  1. You may create security levels thanks to the Create button located at the top of the table:

  1. Provide a name and a description.

 

Specify the permissions of each security level

The permissions for each security levels must be configured under the Permissions about the estimations of the same section.

 

Edit the security levels
  1. You may edit the security levels with a click on  in the Actions column of the table.
  2. You may change the name and the description of the security level.

 


Organization permissions

You may find that tab via User environment  > Permissions.

That tab provides a table to grant permissions about the organization to each user group.

The user groups are created under the Groups tab of the same section.

Configure the user groups with global permissions

You just have to check the boxes corresponding to the permissions about the organization you wish to grant to user groups.

 

Note: If you want to grant or delete all the permissions for one group, you can do so by checking the box located next to the name of the group in the table.

If you want the grant or delete one permission for all the groups at once, you can do so by checking the box located next to the name of the group in the table.

 

Edit the permissions

You may edit the permissions by clicking on the wordings of the permission in the table or following those instructions: Edit permissions. Depending on your user permissions, you may not be able to edit permissions.

 


Global permissions

You will find that tab via User environment  > Permissions.

That tab enables you to grant global permissions to users, such as the permission to see or modify permissions, parameters, menus, basic data and the creation mode of an estimation.

 

You may create user groups under the tab Groups of the same section.

Configure user groups with global permissions

You just have to check the boxes corresponding to the global permissions you want to grant to user groups.

Note: If you want to grant or delete all the permissions for one group, you can do so by checking the box located next to the name of the group in the table.

If you want the grant or delete one permission for all the groups at once, you can do so by checking the box located next to the name of the group in the table.

Edit permissions

You may edit the permissions by clicking on the wordings of the permission in the table or following those instructions: edit permissions. Depending on your user permissions, you may not be able to edit permissions.

 


Permissions about the modules

You may find that tab via User environment  > Permissions.

That tab provides a list of permissions about the modules that you may grant to user groups.

You may create user groups under the Groups tab of the section.

Grant permissions about the modules to user groups.

You just have to check the boxes corresponding to the permissions about the modules you want to grant to user groups.

Note: If you want to grant or delete all the permissions for one group, you can do so by checking the box located next to the name of the group in the table.

If you want the grant or delete one permission for all the groups at once, you can do so by checking the box located next to the name of the group in the table.

 

Edit the permissions

You may edit the permissions by clicking on the wordings of the permission in the table or following those instructions: edit permissions. Depending on your user permissions, you may not be able to edit permissions.

 


Permissions about the estimations

You may find that tab via User environment  > Permissions.

That tab enables to grant permissions about the management of all the elements of an estimation to each security level.

You may create security levels under the Security levels tab of the same section.

Configure the security levels with the permissions about the estimations

You just have to check the boxes corresponding to the permissions about the modules you want to grant to user groups.

Note: If you want to grant or delete all the permissions for one group, you can do so by checking the box located next to the name of the group in the table.

If you want the grant or delete one permission for all the groups at once, you can do so by checking the box located next to the name of the group in the table.

 


Edit permissions

Depending on your rights, you may not be able to edit permissions. If you may, follow the instructions:

  1. Click on the wording of the permission you want to edit in the table. A similar window will open:

  1. The global permissions are characterized by:
  • Alias: permission short name,
  • Name: Permission full name,
  • Description: short text describing the permission,
  • Object type (drop-down list): if the permission is global, about the estimation or about the modules,
  • Category (drop-down list): at which level,
  • If the permission is global, check the box,
  • If it is a project permission, check the box,
  • Associated object (drop down list).