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
Where can I see my users' permissions?
You can view and modify your users' permissions through the following steps:
Navigate to the Team Module: Go to the dashboard and locate the "Team" module.
Select a User: Once you're in the "Team" module, choose the user whose permissions you want to manage.
Access Permissions Tab: Within the user's profile, you'll find a "Permissions" tab. Click on it to view and adjust the permissions associated with that user.
Note: If you want to give permission to your users, you can do it for one user (Individual User - Applying Permission) at a time or for multiple users together (Multiple Users - Applying Permission).
Individual User - Applying Permission
2 ways to apply permissions to an individual user
1. By selecting the pre-assigned permission template
Change the permissions of a single user in their profile through a pre-assigned permission template (that was setup by SiteMax) by clicking on the user's name. A screen will show up, then go to the "permissions template" dropdown menu and select the template you want for that user.
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, and a screen will appear. Navigate to the "Permissions" tab, where you can change or add specific permissions for that user.
Multiple Users - Applying Permission
3 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 "Crews" 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."
“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.”