Restricting User Access
The User permissions system is accessible from the "User Admin".
It is extremely granular which allows for almost any permission system. However this also makes this area of the program a little more difficult to understand.
To view the permissions and roles of any user:
Click on the lock icon to the left of the user.
You'll be presented with tabs for "Permissions" and "Roles"
Role Tab: A "Role" is a pre-set group of permissions that allows you to apply a permissions set very easily to a user.
To add a Role to a user use the "Add Role" drop down on the bottom right, select a role and click "Add"
Default Roles set up for you.
* Non-admin = All modules except User Admin & System Admin
Permissions Tab: Permissions is a line by line method of giving access to users. This is not typically used except in the rare instance that one individual will need a different type of access than any other group of users.
Typically it's best to think through your permissions needs company wide and then discuss it with the Support Dept for Smooth Projects whereas we can make recommendations to you.
Custom Roles:
It is extremely granular which allows for almost any permission system. However this also makes this area of the program a little more difficult to understand.
To view the permissions and roles of any user:
Click on the lock icon to the left of the user.
You'll be presented with tabs for "Permissions" and "Roles"
Role Tab: A "Role" is a pre-set group of permissions that allows you to apply a permissions set very easily to a user.
To add a Role to a user use the "Add Role" drop down on the bottom right, select a role and click "Add"
Default Roles set up for you.
- Administrator: If select will allow access to any area of the program
- Anonymous: This is a feature that is being considered, however currently it is not available as a secure project management system precludes this type of access.
- Company Defined: Explained below under "Custom Roles"
- Guest User: Allows Access & View privileges to all *Non-Admin modules
- Project Worker: Allows Access, Add, Delete, Edit & View privileges to all *Non-Admin modules
* Non-admin = All modules except User Admin & System Admin
Permissions Tab: Permissions is a line by line method of giving access to users. This is not typically used except in the rare instance that one individual will need a different type of access than any other group of users.
Typically it's best to think through your permissions needs company wide and then discuss it with the Support Dept for Smooth Projects whereas we can make recommendations to you.
Custom Roles:
- Company Defined:
We have set up the "Company Defined" Role to allow you to hide or show projects based on the company that a user is assigned to. This method worked very well in most cases because each project must be assigned to a company.
Example 1: You could use the Company Defined Role to handle separate department permissions by simply setting up a company for each department. ( I.e. MyCompany, Finance | MyCompany, Sales)
Example 2: You could use the Company Defined Role to allow your clients to log in viewing only their projects. (You would set up a Company for each client.)
To use Company Defined, when you set up a new user click on the "Roles" tab.
Select "Company Defined from the Add Role drop down and click "Add"
Click on the "Permissions" tab.
From the "Add Permissions" drop down select "Companies".
Then click the "..." button and a window will open allowing you to select the company(s) you want the user to be able to interact with.
Then select the privileges: Access (must be on), View (Must be on), Add, Edit, Delete (Optional)
Click the "Add" button.
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