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User Permission Sets

  • Updated

 


What are Permission Sets?

User Permissions Sets allow you to restrict access for certain users to certain modules in the HammerTech system. This helps you ensure that users can only see and do the specific items that their roles requires them to do.

For Standard Users, you can also expand access by giving them some, but not all, permissions associated with being a Region or Project Admin.

Example: a user needs to view and edit equipment that Sub Contractors have submitted for approval, but is not permitted to approve the equipment.

Actions available to a Standard User with no Permission Sets applied:

mceclip1.png

Actions available to a Standard User with restrictions applied via a Permission Set:

mceclip2.png

 

How to create a Permission Set

  1. Go to Administration > User Permission Sets
  2. Click on the blue plus symbol on the top right
  3. Enter the Name of the new Permission Set
    We recommend clearly defining it purpose; e.g. Std User > No Review of Equipment
  4. Select the Role this Permission Set will have as its base to start from
    Note: the User Permission Set created for the particular role can only be applied to users with that role. For example, a User Permission Set set for a Standard User, can only be applied to Standard Users and not to an Admin User
  5. Add or remove permissions for each module
  6. To add permissions, click on the small dot, it will change to a larger ticked dot.

    mceclip11.png

  7. To remove permissions, click on the larger ticked dot of the desired permission. By doing this, you indicate that is the level you want, and it will remove the permission from the level up.

    mceclip12.png

  8. To disable a module (i.e. make it not visible to users), click the ON button to turn it off
    Note: once a module is disabled, the users assigned to the permission set will not receive any notifications regarding the module.

    mceclip5.png

  9. Scroll all the way to the bottom of the screen and click Create

 

How to edit a Permission Set

  1. Go to Administration > User Permission Sets
  2. Choose the User Permission Set that you would like to edit
    • Things you can edit:
      - Permission Set name
      - Permissions associated
    • Things you can't edit:
      - Base User Role
      - Assigned Users
  3. Click Save Changes


How to delete a Permission Set

Note: Only Permission Sets with no assigned users can be deleted. If there are Users associated with a Permission Set, you will need to remove the Permission Set from all accounts before proceeding.

  1. Go to Administration > User Permission Sets
  2. Choose the User Permission Set that you would like to delete
  3. Click the Options button on the top right, then select Delete
  4. Type in the confirmation message exactly as it appears on the screen
  5. Click Delete

 

System-Level vs Project-Level Permission Sets

Permission Sets can be applied to users on a System level or Project level.

If a Permission Set is applied at System level, it will modify access for the user in Company Overview and all projects they have access to. If a Permission Set is applied at Project level, it will only modify access for the user on a specific project.

A user can also have one Permission Set applied on System level, and another Permission Set applied just for one project - in such cases, the Project-level Permission Set will override the System-level settings.

 

Apply a Permission Set to a User

System level:

  1. Go to Administration > User Management
  2. Click on the User you wish to apply the User Permission Set to
  3. In the Applicable Permission Set section, choose the Permission Set you wish to apply
    Note: To see permissions associated, click on Permission Details after selecting a Permission Set
    Note: If the user is a Region Admin, you can choose whether or not to apply the Permission Set to the region they are an Admin in:

              mceclip7.png

  4. Save Changes

Project level:

  1. Select the Project you want to apply the changes to
  2. Click Project Settings > Users
  3. Click on the User you wish to apply the User Permission Set to
  4. Check the System-level permission sets applied, if any:

    mceclip9.png

  5. Click on Change the User Permission for this Project and choose the Permission Set you would like to apply for this Project
  6. Save Changes

 

Bulk-Assign a Permission Set

System level:

  1. Go to Administration > User Management
  2. Click the Options cog on the top right, then choose Bulk Assign User Permission Set
  3. Select the User Type you would like to apply the Permission Set to
  4. Download the User List by clicking the Download button, then click Continue
    If you need to filter the list of Users that will be included in the download, you have the following options to do so:
    • Job Title: limit your download to Users with certain job titles
    • Permission Sets: limit your download to Users with an existing Permission applied
    • Status: limit your download to Users with certain Status (Active/Awaiting)
  5. Check the download was successful, review the file to ensure the User list is accurate, then click Continue

    Bulk Assign User Permissions File Download.png
  6. Upload the file just created and review the summary of the User list, ensuring all user entries have been detected successfully, then click Continue
    NOTE: if any entries are unsuccessful, click on Download Summary - the CSV file will include the failure reason.

    Bulk Assign User Permissions File Upload.png
  7. Select the Permission Set you wish to apply, then click Continue
    Note: the Permissions Preview section is read only; permissions can't be modified on this page.

    Select New System Level Permission.png
  8. Review any Project-level Permission Sets already in place for the users on the list.
    If any permission sets are found, you have the following options:
    • Override: the new Company Permission Set will replace the existing Project Permission Set
    • Keep: the existing Project Permission Set will be retained on that Project
  9. Review all the information on the final page, then click Submit

    Bulk Assign User Permissions Confirmation.png

PLEASE NOTE: while you can assign Permission Sets in bulk, you currently cannot un-assign it in bulk. If you need to un-assign Permission Sets from multiple users, you will need to do so manually one user at at time.

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