Prerequisites
A project has been created https://help.asset55.io/en_GB/projects/project-management
Users have been added https://help.asset55.io/en_GB/validate/user-management
The main method for allowing your users to access a project is through security groups. A security group dictates what actions can be performed in each area of the software.
- To manage security groups click on the “Manage security groups” menu item for the project.
- This will take you to a table showing all existing groups for the project
Creating a new security group
- To create a new security group, click the “Create” menu item at the top of the page.
- This will open the “Create security group” form. The group must have a unique name for the project, and a collection of dropdowns are provided for each main feature. Simply select a set of actions for each feature that you wish to allow users to be able to perform. The possible actions are, broadly speaking:
- “Read” allows a user to view data on tables and in readonly sheets
- “Write” allows a user to create and edit entities for the feature
- “Upload” allows a user to upload a collection of entities in a CSV file
- “Archive” allows a user to archive and unarchive an entity
- “Export” allows a user to export a collection of entities in a CSV file
Assigning users to a security group
Once security groups have been defined for a project, you can assign users on the tenant to the project.
- From the projects page, click on the “Manage project users” menu item.
This opens a table with all users on the tenants and a list of the roles the users have been assigned to. A user can have multiple roles.
To edit the security groups for a user, select the “Manage security groups for user” menu item.
- This will open a form with a dropdown showing all available security groups. Choose the collection of roles for the user and save the form. A user can have multiple roles - they will be given all permissions from each role.
