Permission Profiles

Permission Profiles

Permission Profiles

The "Profiles" tab in Permissions allows for the assignment of imported permissions or job/cost code structures, along with other items such as, employee, locations, tasks, devices, forms, assets and custom lists. This allows you to create a profile with a set of individual permissions that can be assigned to new employees.  Below are a few examples. 

Permission Profile Example 1

In this example, the following requirements are needed:

  • * Your company uses imported permissions and needs them to be given automatically to all of your employees.

  • * You need devices to be assigned automatically when they are created.

  • * You need new forms automatically assigned to employees.

  • * You need new assets automatically assigned to employees.


Steps to Set Up

  1. 1. In the “Profiles” tab of Permissions, select the profile you wish to alter. Under the Imported Permissions column of the Permissions section, select “All (existing and New).” 
     
     

  1. 2. Under the Employee column of the Employee section, select “All (existing and New).” 
     
     


  1. 3. Under the Devices column of the Devices section, select “All (existing and New).” 
     
     
     

  1. 4. Under the Forms column of the Forms section (if available), select “All (existing and New).” 
     
     
     

  1. 5. Under the Asset column of the Asset section (if available), select “All (existing and new).” 
     
     

If you create a permission profile like the one demonstrated above, all of your employees will be assigned all imported permission sets, all devices, all forms, and all assets, present and future.

Permission Profile Example 2

In this example, the following requirements are needed:

  • * You need your jobs, tasks, assets, etc. organized by Department as they are imported into WorkMax. 
    Note: This workflow would be the same for grouping permission profiles by division or employee groups. It is possible to add department or division to employees, jobs, and assets upon import. Division can be added in ConnectMax, but Departments need to be associated with each record according to your database.  For additional questions, please contact WorkMax Support.


Steps to Set Up

In this example, “Department 2” is used for all department selections.

  1. 1. Under the Employee Departments column of the Employee section, enable the desired department. 
     

  1. 2. Under the location Departments column of the locations section, enable the desired department. 
     

  1. 3. The Confirm Operation popup box appears. Select [Continue].  
     


  1. 4. Under the Task Departments column of the Task section, enable the desired department. 
     

  1. 5. Under the Device Departments column of the Devices section, enable the desired department. 
     


  1. 6. Under the Asset Departments column of the Asset section (if available), enable the desired department. 
     

This was an example of what a company might do to set up their permission profiles according to specific departments. If departments needed to be set up in this fashion, the user would repeat steps 1 through 5 for each department.  There are many different variations of how this can be used, the above example is just one demonstration.