System Administration
      Back to home
      1. SafetyIQ Knowledge Base
      2. Safety Indicators
      3. System Administration

      Manage Permission Groups

      OVERVIEW:

      Permission Groups are the key to enabling access to various system attributes such as Modules, Reports and Charts. Below, you will learn how to create a Permission Group; specify the areas and levels of access for that Group; and begin adding Users.

      A User can be assigned to as many Permission Groups as necessary to provide the information they need to fulfill their responsibilities.

       

      Note that only Administrators are able to create, manage, and add Users to Permission Groups.

       

      CREATING A PERMISSION GROUP  

       

      STEP 1

      •   Click the Gear/Settings Icon at the bottom of the left main menu

      A  With Permission Groups selected in the left menu, click + Create New to create a new Permission Group
       

      PermissionGroups-1

       

      STEP 2
      A  Enter a Name and a brief Description for the new Permission Group

      B  Click to open each of the pre-defined Access Groups listed. Then, for each of the items under it, check the boxes to specify the types or levels of access being granted to this Permission Group.

      • You may allow Group members to only View the items, and you may also allow them to Add, Edit, Delete and Delete History with regard to those items. 
      • Normal Access allows Users to view, edit and delete items in a given module. Limited access will only allow Users to view, add and edit items that they are a creator, assignee or stakeholder of. 

      C  Click on the green Save icon at the bottom

      Close out of the Permission Groups window, and the Process & Permission Control window. You’re done.

       

      PermissionGroups-2

      MODIFYING PERMISSIONS FOR A PERMISSION GROUP  

      STEP 1

      •   Click the Gear/Settings Icon at the bottom of the left main menu

      A  With Permission Groups selected in the left menu, double-click the name of the Permission Group you’d like to modify

      PermissionGroups-3

      STEP 2

      A  Click to open the the Access Group you want to revise. Then check or uncheck to modify access privileges for that Permission Group.

      B  Click on the green Save icon at the bottom.

      Close out of the Permission Groups window, and the Process & Permission Control window

      PermissionGroups-4

      • Note that in the Access Groups window, Administrators can also use the left menu to assign Group members access to the User list, Report forwarding, Dashboards and Insite Groups.

        ADDING A USER TO A PERMISSION GROUP  

      STEP 1
      A  Click Administrative Tools in the left main menu
      B In the Personnel Card, click once on Employees 

      PermissionGroups-5


      STEP 2

      A  In the Employees list, find the person’s name, then double-click it. Note that the list may have more than one page.

      OR 

      B  Select the person's name, then click Edit at top (pencil icon) 

      OR 

      C  Enter the person’s name in the Search box (Last Name, Comma, First Name), then Return,
      then double-click their name

      PermissionGroups-6

                    

      STEP 3

      A  In the left menu, click Permission Groups

      B  At the top, click + Assign Permission Groups

      PermissionGroups-7

                     

      STEP 4

      A  Check the box(es) next to the Permission Group(s) that you want to add the User to

      B  At the bottom, click + Add Selected

      Close the Employee Details window. You’re done.
       

      PermissionGroups-8