Set up user groups


User groups can be defined as a set of individuals who focus on particular tasks. For large organizations, it is advised to set up additional user groups that mirror roles and responsibilities.

You can set up these additional user groups by duplicating an existing one as a starting point. For example, if you already have a user group that applies to all technicians, you can create an additional user group that applies only to engine technicians. An engine technician would then be assigned both the technician and engine technician user groups to make sure that they have all necessary permissions and receive the appropriate notifications.

Creating a new user group

Tip: Creating a new user group can take time due to the number of menu and page permission options. To save time, work from a user group that is close to what you need and use the copy function. For example, if you want to create a user group with slightly less access than managers, copy the managers group, rename it, and then remove the items you don't want this group to have. It is a lot quicker than starting from scratch! 

1. Select Settings, User Groups and New


1. Users tab

The Users tab will show any any users who you assign to your newly created group. As this is a new group there are currently no users to display. You will add users to your new group through the individual's user account. More information on assigning users to specific groups can be found here.


2. Assigned Assets

The Assigned Assets tab will show any assets in which the user group is assigned to. To assign a user group to assets you will need to assign them through the actual assets, more information on this can be found here



3. Menu Permissions

This determines what the users can see in the in the left menu. For some users such as shift supervisors, it may be advantageous to give them permission to add new equipment, staff or parts to the system. For groups like Human Resources for example, they only need access to the Add New Users tab. Each of the headings in the Menu Permissions tab reflect an option listed on the left, however just selecting the top menu item for Dashboard for example will not allow access to the items such as calendar etc that are listed below the Dashboard once it has been expanded. In the attached screenshot the Settings Menu Item is highlighted.

You will notice the indented menu items below settings. Choosing the top menu item will not allow access to the sub menu items, you will need to select the desired options from the list. This principle is the same for all menu Items, Dashboard Maintenance etc. You will have to set these according to your specific requirements. You will need to set your page permissions accordingly too. These page permissions will be covered below.


4. Page Permissions

Page permissions go into the finer details of what the users can do when on particular pages. There are a large number of Page Permissions so extreme time and care is needed when setting these permissions. 


Below is a screenshot showing the Work Orders page permissions as an example. You will need to select the required options and click Save.

This process will need to be replicated for every page you want to give your team access to. This can be quite time consuming but is a necessary step to ensure your team only have access to the pages you want and can only carry out the actions you have defined.


5. Purchasing Permissions

The Purchasing Permissions allow you to define what actions your team can take when it comes to the transition of purchase order status. You will need to set these specific to your needs. If you do not want the group to have any purchasing powers you can simply leave this tab as it is.



6. Api Permissions

The Api Permissions tab defines what permissions users have while using the mobile app. If you want your team to have the same permissions on mobile as they do on the desktop version of the CMMS you can simply click Infer Page Permissions From Page Permissions as highlighted in the attached screenshot. Certain permissions are predefined here and cannot be changed or removed. It is important to remember that not all features & functionality available to you on the desktop are available on mobile.


Tip: If you have an existing Group set up whose permissions will be similar to that of the new group you want to create you can save time by duplicating the existing group and modifying the permissions.


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