Managing Permissions and Access Control

Permissions can be set at different levels in the system (the company level or project/shell level).

The permission settings can be done in these functional nodes:

A user can be granted permissions individually or can inherit them from the groups to which the user belongs.

If a user is in more than one group, the highest level of permissions granted in any group for a module will prevail.

Users can be granted individual permissions in addition to group permissions. If the user-level and group-level permissions are different for a module, the highest level will be granted to the user.

Note: If you grant permissions to project/shell-level (User mode) features from the company-level, the new permission settings will take effect on future projects/shells the user is assigned to, but not on current projects/shells. To grant permissions to a user for a current project, be sure to change the permissions from the project/shell level user record.

Permissions in a project/shell template from which the project/shell is created override the company-level permissions.

In This Section

Permissions Tab versus Access Control

Edit User or Group Permissions Using Access Control

Create or Edit a Permission Template

Generate and Print an Access Information Report


Last Published Tuesday, June 4, 2024