Permission Profile Example 1

• 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
  

Step 1 Imported Permissions: Select All (existing and New)

Step 2 Employee: Select All (existing and New)

Step 3 Devices: Select All (existing and New)

Step 4 Forms: Select All (existing and New)

Step 5 Asset: Select All (existing and New)

Review

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

Permission Profile Example 2

• Your company is organized by Department
  

• You need your jobs, tasks, assets, etc organized by Department as they are imported into WorkMax
  

**It is possible to add department or division to employees, jobs and assets upon import. Division can be added in ConnectMax but Departments would need to be associated with each record according to your database.  For additional questions, please contact WorkMax Support.

For this example, I am choosing Concrete Contractor department for all of my department selections.

Step 1 Select the Employee Department of choice

Step 2 Select Location Department of choice

Step 3 Select Task Department of Choice