Manage User / Roles

Owned by Bec Honey (Deactivated)
Last updated: Feb 21, 2022
3 min read

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 https://tyedesk.atlassian.net/wiki/spaces/S2UG/pages/2571206683

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:

Options for a user when they are in the Home Dashboard

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

  • Checking Primary User will automatically set all roles for that site to Full Access

  • The roles can be changed manually if required

 

 

 

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