Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.
In order to apply permissions, users will need Manage permissions for Users
What are Permissions?
Permissions are what allows users to access various areas of the SiteMax app. Managing Permissions allows you to grant or restrict access to your team based on yours and their requirements.
Understanding Tiers and Permissions
Our Permissions are set up by Tiers, and we have implemented color coding to make it easy to understand, which tiers have which access.
Collaborator (Free User): Identified by a light shade of grey.
Lite User: Recognizable through a light shade of yellow.
User: Now distinguished by a light shade of blue.
Note: If you assign a permission for a user whose tier is lower than the permission you've checked, Sitemax will automatically attempt to assign that tier to the user.
(For example, if John is a Collaborator (grey permissions), but you check a permission that is designated for Lite Users (yellow permissions), John will become a Lite User in your system - provided there are available seats)
When Permissions have been checked, the icon will be shaded, indicating that they have been assigned. Unshaded icons indicate permissions that have not been assigned.
Managing Permissions
You can manage your team's permissions from either the Users, Permissions, or Groups tabs of the Team module.
You can apply permissions individually or in bulk
Individual User - Applying Permissions
Individual User - Applying Permissions
There are two ways to apply permissions to individuals:
1. By selecting the pre-assigned permission template
Change the permissions of a single user in their profile through a pre-assigned permission template by clicking on the user's name. The user's profile screen will pop up, and you can then go to the "permissions template" dropdown menu and select the template you want for that user.
Note: Permissions templates are the ideal way to manage multiple users. It allows you to update one template that will then apply to all assigned to that template.
2. By manually selecting permissions
If, for any reason, you would like to manually modify a specific permission of a user, simply click on the user's name, to bring up their profile screen. Navigate to the "Permissions" tab, where you can change or add specific permissions for that user.
Multiple Users - Applying Permissions
Multiple Users - Applying Permissions
There are three ways to apply permissions to multiple users:
1. Through Permission Template from the "Bulk Edit"
Check the boxes of the users you wish to grant permission to, then click the "Actions" dropdown menu. From there, select "Bulk Edit" and a page will open. Locate the "Permission Template" option and choose the desired template for the selected users.
2. By Selecting the "Groups" tab
Change the permissions of a crew by Selecting the Crew. When the Crew Details modal appears, click the Actions menu, then Apply Permissions to Crew.
3. By Selecting the "Permissions" tab
Change the permissions of multiple users by navigating to the "Permissions" tab. On the "Permissions" page, you'll find a list of templates. Choose the desired permission template and click the "Apply to Users" button. A new page will appear, allowing you to add users to the selected template using "Name," "Tag," or "Title."
Managing Permissions
Managing Permissions
See which users are assigned to which templates, see the templates assigned to your users at a glance, keep track of changes made to permissions. Manage your permissions with ease!
Keep Track of Who is Assigned to What Template
Make sure all the necessary team members are assigned to the correct permissions template by seeing who it assigned to each of your templates
Open the Permissions tab in your Team module
Locate the template you want to review (you can see how many users are assigned to the template under the User Count column)
Click the three-dot button at the far right
Select "Users" from the dropdown
A new screen will appear, listing the users assigned to the template
Review your Users' Assigned Templates At-a-Glance
In the Users tab of the Team module, you can ensure that you see the template each individual has been assigned using your settings and your list view.
Use your Settings to ensure you can see the Permission Templates easily by moving the column to where you need it in your list.
Click on the gear icon to open your Settings menu
In this screen, you can choose to hide columns or put them into view, as well as move them around as needed.
Review Permissions History
Determine what changes have been made and by whom to individual permissions.
Select the User. Within the Team module, under the Users tab, select the specific user for whom you wish to review the permission change history.
Utilize the Back in Time function. This is the backwards clock icon at the top right of the user's profile.
You'll notice there are two icons, click the one on the far right (in blue)
Explore Change History. Upon clicking the icon, a new page will emerge, presenting a comprehensive record of the user's permission changes. This history details who made the changes, what changes were made, and the timing of these alterations.
Comparing Changes. To aid in understanding the changes, SiteMax Systems allows you to compare different modification instances. Open multiple changes side by side to easily discern what adjustments have taken place over time.
Restoring User Permission Changes
Any changes made to a user's permissions can be reverted back to its original or preferred settings by using the Restore feature when reviewing the changes.
View Change History. Follow the instructions outlined above for reviewing changes made
Initiate Restoration. Once you've selected the relevant permission update line, SiteMax Systems will display the pertinent details. Look for the "Restore" options, which allow you to revert to the previous permission settings.
NOTE: “Your system administrator decides on the permissions and access that are given to you. The team can assist in understanding functionalities and behavior but cannot grant access on the system administrator's behalf to individual users.”