Edit & Manage a User’s Permissions
- Navigate to “System” > “Roles & Permissions” > “Manage Users”
- Click on the user you want to edit
- A slide-over panel opens on the right, where you can edit the user’s roles and permissions by module
- Click “Save Changes”
Edit & Manage a User’s Responsibilities
Depending on a users assigned responsibilities they will show up in the following lists within projects:
- Project Manager
- Engineer in Training
- Engineer of Record
- Independent Reviewer
Manage Users Tab
If you are wanting to manage a user’s responsibilities on an individual basis set them through the “Manage Users” tab.
- Navigate to “System” > “Roles & Permission” > “Manage Users”
- Click on the user you want to edit
- A slide-over panel opens on the right, where you can edit the user’s responsibilities
You will find Responsibilities after permissions within the slide-over panel.
- Click “Save Changes”
Manage Roles Tab
If you are wanting to manage responsibilities by adding them to roles do so through the “Manage Roles” tab.
- Navigate to “System”> “Roles & Permissions” > “Manage Roles”
- Click on the role you want to edit
- A slide-over panel opens on the right, where you can edit the role
- Click “Save Changes”
Create a New Role
- Navigate to “System” > “Roles & Permissions” > “Manage Roles”
- Click “Add Role”
- Complete the role detail fields, including role name and optional description
- Select the modules and individual permission the role should have access to
You can copy roles and permissions from an existing user by using the “Copy Roles & Permissions” dropdown.
- Click “Save Changes”