Understand access levels: None, Own Documents, Manager

What None, User: Own Documents and Manager mean for each app, and how they differ from the Administrator role.

Settings & Administration 5 steps 0:57 video Administrator
Where to find it SettingsAdministrationUsers

Every user has a System Role and, for each app, an access level.

The levels

Level What the user can do
None The app is hidden and blocked.
User: Own Documents Create records and work on their own, or those assigned to them.
Manager See all records, use the reports, delete, and change the app's configuration.

An Administrator has full access to every app, plus Settings. For an administrator the levels are greyed out.

Steps

  1. Open Settings > Administration > Users. Click a user in the list.
  2. Look at System Role. An Administrator shows the message that they have full access to all modules.
  3. For a User, Module Access Rights lists every installed app with one Access Level each.
  4. Click an Access Level to see the three choices: None, User: Own Documents and Manager. Pick one, then click Save.
  5. Check the result by asking the person to sign in: apps set to None are not on their home screen.

Tip

Give most people User: Own Documents. Give Manager to the head of each team, and None for apps a person never needs.

Important

Access is enforced by SiaOne itself, not just hidden on screen.

What happens next

Create a login with the right levels: Add a user and set access rights.

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