Set permissions

The procedure is the same for every entity: what changes is where you start and which groups you find. For what the groups mean, see the reference of the entity you are working on — project · office · person · supplier · multi-company.

Note

Only users in the Project admin group can set permissions.

1. Open the entity: the project, the office, the person’s card, the supplier window, or the multi-company panel from the Start menu.
2. From its menu, go to Administration and select Permissions.
3. The section has two sub-menus: Groups and Users.
4. Open Groups to see the predefined groups of that entity.
5. Select the group, and in Details you see the users it contains.
6. Click new and enter an email address to add a user, or select one and remove them.

To see everyone with direct access to the entity, open the Users sub-menu.

Caution

The Users list shows only direct access. Someone reaching this entity through a relation will not appear here — see Direct and indirect access.

Permissions per functional area

On an office you can be more granular: instead of a general role, assign a user to the group of a single area — Training, Health surveillance, Personal protection, Procedures, Maintenance. Combined with a lower role on the project, this limits both what they see and where they can write.

1. Open the office, go to Administration → Permissions → Groups.
2. Select the area group, for example Maintenance manager.
3. In Details, click new and enter the email address.