Assign Security Roles
If a Crew member has been on boarded to a Project, but needs to be assigned a security role, the following steps need to be taken:
*Note, only Project or Account Admins can assign security roles.
Project Admin
Log in and navigate to the ‘Project Admin’ screen via the ‘Gear’ icon in the top right-hand side.
In the Departments tab, click on the department that the Crew member is in.
Once you have found the Crew member, you will need to open their Crew member record and select the ‘Security Roles’ tab.
Click the ‘ADD A NEW ROLE’ button and If the role you wish to assign to the Crew member is project-wide, you will need to select ‘Project Role. If the Role is for a specific department(s) only, you will need to select ‘Departmental Role’.
Select the relevant role type from one of two options:
- Project Role (If the Role is to be exercised across the project as a whole.
- Department Role (If the Role is limited to a specific department)
If you have selected a Departmental Role, you can specify which departments the crew member can use the role in:
Once you have selected the desired department, the role should then in the Crew member’s user record.
Account Admin
Log in and click the Administration button on the left-hand pane.
Select the desired project that the Crew member is on:
In the ‘People’ tab, search for the crew member and open their Crew member record
In the ‘People’ tab, search for the crew member and open their Crew member record
Click on the ‘Security Roles’ Tab to access the ‘Security roles section for the Crew member.
If you wish to make them an account admin, you will need to click ‘ADD A NEW ACCOUNT ROLE’.
However, if you wish to give them a different security role, you will need to select the relevant Company and Project from the drop-down menu where you can then click one of the following options depending on the type of Role you wish to give them:
ADD A NEW PROJECT ROLE (This option allows you to provide the Crew member with a role for a specified project)
ADD A NEW PROJECT ROLE (This option allows you to provide the Crew member with a role for a specified project)
ADD A NEW DEPARTMENT ROLE (This option allows you to provide the Crew member with a role for a specified Department within a specified Project)
ADD ROLE TO DIFFERENT DEPARTMENT (This option allows you to provide the Crew member with the same role in an additional department).
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