User Permission Sets

WELCOME TO USER PERMISSION SETS
Through User Permissions Sets, HammerTech provides advanced capability to configure custom roles, defining a user's access at a granular level, right down to individual modules within the system. This allows you to ensure the right people have the right access.

Below you will find an overview of how User Permissions Sets work, how to set them up and how to apply them to any user.

You can jump to any section directly by clicking on it in the below table of contents.

• WHY USE USER PERMISSION SETS?
• HOW TO CREATE A USER PERMISSION SET
• HOW TO EDIT A USER PERMISSION SET
• HOW TO DELETE A USER PERMISSION SET
• USER PERMISSION SETS > COMPANY LEVEL vs PROJECT LEVEL
• HOW TO APPLY A USER PERMISSION SET AGAINST A USER
• HOW TO BULK ASSIGN A USER PERMISSION SET TO MULTIPLE USERS

WHY USER PERMISSION SETS?

User Permissions Sets will allow you to either restrict or open up access for certain users to certain modules in the HammerTech system. This helps you ensure that users can only see and do the specific items that their roles requires them to do.

A good example of this would be where you may have a user who needs to be able to view and edit equipment that Sub Contractors have submitted for approval, but is not permitted to make the final decision to approve the equipment. Normally a Standard User Role can approve equipment to go onsite, but in this instance you can remove the Standard User's ability to approve equipment whilst retaining that level of access on other modules (i.e. SWMS).

Example of Standard User available actions:

Example of Standard User with restrictions applied via a Permission Set:

HOW TO CREATE A USER PERMISSION SET

1. Log into HammerTech
2. Click on Administration
3. Click on User Permission Sets
4. Click on the blue + symbol
5. Name the Permission Set, clearly defining it purpose (i.e. Std User > Review only on equipment)
6. Select the Role this Permission Set will have as its base to start from (Note: the User Permission Set created for the particular role can only be applied to users with that role. For example, a User Permission Set set for a Standard User, can only be applied to Standard Users and not to an Admin User)
7. After you have Selected the Role the screen will expand to show all the default permissions
   At this point you can begin to either ADD or REMOVE permissions for each module
8. To ADD permissions, click on the small dot, it will change to a larger ticked dot
   
   
   
9. To REMOVE permissions, click on the larger ticked dot of the desired permission. By doing this you indicate that is the level you want, and it will remove the permission from the level up.
   
   
   
10. To COMPLETELY REMOVE ACCESS to an entire module, click the ON button to turn it off
    
    
    
11. Once you are happy with the User Permission Set you have created, scroll all the way to the bottom of the screen and click Create

HOW TO EDIT A USER PERMISSION SET

1. Log into HammerTech
2. Click on Administration
3. Click on User Permission Sets
4. Click on the User Permission Set that you would like to edit
5. You can edit the following items...
     Name: Change the name of the Permission Set
     Permissions: Add or remove permissions as needed
   You can't edit the following items...
     Role: This can not be edited after the initial creation of the Permission Set
     Assigned Users: This is an FYI only and can't be edited
6. Once the desired changes are made, scroll to the bottom of the screen and click Create

HOW TO DELETE A USER PERMISSION SET

1. Log into HammerTech
2. Click on Administration
3. Click on User Permission Sets
4. Click on the User Permission Set that you would like to delete
5. Click on Options and then select Delete
6. You will be taken to a screen where you are required to type a confirmation message
7. Once you type the confirmation message, click DELETE and the process is complete
   NOTE: If a User Permission Set is in use / applied to users you will NOT be able to delete it
              You will be presented an error message advising you the request can't be processed

USER PERMISSION SETS > COMPANY LEVEL vs PROJECT LEVEL

Before we show you how to apply a User Permission Set to a User, we need to first highlight that a Permission Set can be applied to a user both at a Company level and also at a Project level.

It is important to understand the difference between these two and how it may impact your desired result. We will explain everything you need to know below to help navigate the best application of User Permission Sets at both these levels.

Company Level User Permissions
When applying the Permission Set to a user at a Company level the Permission Set will apply at a Company Overview level as well as to ALL Projects that user has access to. So any restrictions or additions to their role will be applied, regardless of which project they select and are working on.

Project Level User Permissions
When applying the Permission Set to a user at a Project level the Permission Set will apply to only the Project you have applied it to. So any restrictions or additions to their role will be only be applied whilst the user has the applicable project selected.

Why have different Permission Sets at a Company and Project level?
The use of a different set at a Company Level and at a Project Level comes in handy when you require a user to have either extra or less access for just one Project. You may decide to have a Permission Set at a Company level that allows the user to delete items, but do not want such a high level of access on just one project, thus the ability to change it at a Project level.

Can you apply a User Permission Set at just a Project level and not apply it at a Company level?
Yes, absolutely. This is handy where you want a user to have normal unmodified access across all but one Project. You can then increase or decrease their access, using Permission Sets, on just one project.

HOW TO APPLY A USER PERMISSION SET AGAINST A USER

To apply a User Permission Set to a user at a COMPANY level:

1. Log into HammerTech
2. Click on Administration
3. Click on User Management
4. Click on the User you wish to apply the User Permission Set to
5. Scroll down to Applicable Permission Set
6. Select the User Permission you wish to apply
   NOTE: After selecting the User Permission you can click on Permission Details to see it in detail
   NOTE: If the User is a Region Admin it will apply the User Permission Set to the Admin region/s
              You can deselect the checkbox and apply a different User Permission Set to the Admin region
            
7. Scroll to the bottom of the page and click Save Changes
   
   

To apply a User Permission Set to a user at a PROJECT level:

1. Log into HammerTech
2. Select the Project
3. Click on Project Settings to expand the drop down menu
4. Click on Users
5. Select the User you wish to edit
6. At this point, when viewing the user, it will show you if they DO or DO NOT have a Company Level User Permission Set applied, and what Set is applied, as follows...
   
   
7. Click on Change the User Permission for this Project
8. Select the User Permission Set you would like to apply for just this Project
   NOTE: After selecting the User Permission you can click on Permission Details to see it in detail
9. Click on Save Changes

HOW TO BULK ASSIGN A USER PERMISSION SET TO MULTIPLE USERS

To bulk apply a User Permission Set at a COMPANY level:

1. Log into HammerTech
2. Select Administration
3. Select User Management
4. In User Management, click on Options and select Bulk Assign User Permission Set
5. Select the User Type you would like to apply the Permission Set to
6. Download the selected User Type by clicking the Download button
   NOTE: Before selecting download, you can filter what Users that will be included in the download
   > The available options to filter your download are Job Titles, Permission Sets and Status
   > Job Title: allows you to limit your download to Users with a certain job title
   > Permission Sets: allows you to limit your download to Users with an existing Permission applied
   > Status: allows you to limit your download to Users with certain Status
   
   
7. Once you have clicked Download, a CSV file will be automatically downloaded
8. Now click Continue
   IMPORTANT: Before continuing, review the downloaded CSV file to ensure the included Users are correct and are the people you want to apply the Permission Set to. This will give you an opportunity to remove any particular Users you do not want impacted by the change.
   
   
9. Click the Choose File button
10. Select the CSV file you downloaded in step 7
    NOTE: A summary of the upload will be displayed, showing both successful and unsuccessful results. You can click on Download Summary, which will provide a CSV, which has an Upload Status column indicating the Users that were unsuccessful and a reason why.
    
    
11. Now click Continue
12. Select the User Permission Set you wish to apply to the Users
    A Permissions Preview will appear, It can't be modified here and is read only.
    
    
13. Now click Continue
14. A check will now be done to see if there are any Project Level Permission Sets already in place
    NOTE: This indicates where a User has a different Permission Set already applied at a Project level.
    A message will appear to advise if any were found. If none found, click Continue
    If found, you can click on to review the Project and the applied permission set.
    You will have to choose if you want to override the existing Project User Permission or not.
     > Override: the new Company Permission Set will replace the existing Project Permission Set
     > Keep:       the existing Project Permission Set will be retained on that Project
    
    
15. You are now on the final screen where you need to do a Confirmation
    Run your eyes over all the data displayed and make sure you are happy
    Click Submit
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