An Admin user can set up roles and permissions for staff to use SAM2.
To set up or edit a user’s roles and permissions, first you look up the staff user. Details are found in the Manage Staff Users
page.
Select the Manage User/ Roles option from under the actions menu for the staff user. This will open the modify user pop up screen.
Under ‘User Roles Level’ collapsed by default section - you are able to see the following roles:
Assets - The level of access that the user has for functionality relating to asset management.
Production - The level of access that the user has for functionality relating to production management.
Products - The level of access that the user has for functionality relating to product management.
Sites - The level of access that the user has for functionality relating to site management.
System - The level of access that the user has for functionality relating to system administration.
For each of the roles you can set a permission level:
Full - 3
Partial - 2
Read only - 1
No access - 0
Access Levels for Asset Functionality
Generally speaking, most users of the SAM2 system will be set up by their manager to have the following permissions:
This means that the following options are NOT available to the users;
Move Asset
Attach/Detach Asset
Create Asset
Modify Asset
Delete Asset
These users are still able to access the following:
When you are IN an Asset Manager - Currently fitted page your operations menu will include the options related to exporting parts for printing (via an excel sheet)
These users will have limited access to Reporting:
Admin users and Reporting Access:
Only system admins will have access to the following reports:
Equipment Benchmark Report,
Component Report,
Forecast Report, New vs Rebuild Comparison.
They only need level 1 system access.
Site Specific
User Site Role Assignments have been simplified to make it quicker and easier to set up the roles.
To summarise:
Checking Sales User will automatically set all roles for that site to Read Only
Partial Access
Full Access
Checking Primary User will automatically set all roles for that site to Full Access
The roles can be changed manually if required
