Managing Permissions and Access Control

Permissions can be set at different levels in the system (the company level or project and 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- or shell-level (User mode) features from the company-level, the new permission settings will take effect on future projects or shells the user is assigned to, but not on current projects or shells. To grant permissions to a user for a current project, be sure to change the permissions from the project or shell level user record.

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

In This Section

Permission 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 Sunday, July 20, 2025