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)
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
Step 4 Select Devices Department of choice
Step 5 Select Asset Department of choice
This was an example of what a company might do to set up their permission profiles according to specific departments. If all of my departments needed to be set up in this fashion I would need to repeat steps 1 through 5 for each department. There are many different variations of how this can be used and the above example may not fit your needs.