Roles and Permissions

Overview

Capriccio Fuzion uses Role based security to give users access to only the information that they need without divulging sensitive company information unnecessarily.

Assigning Roles and Permissions

1) Each user will have to be assigned a Role (which comes with a set of permissions), or a set of Roles (multiple permissions).
2) For users who will only be utilizing the web version, the “Web Only User” checkbox will be selected. This checkbox will automatically assign the Web Only Users role to the current user and give them access to only the web version.
3) Roles can be added to a user by clicking on the green plus, new icon located under the Roles Tab.

Tip: When a new user is created, they will automatically be assigned to the “Default” Role. This Default Role needs to be removed if you want to give Administrative privileges. A list of all of the roles/permissions can be found in the Roles/Permissions section of this Help Manual.

4) For users who will need access to the entire application, the “Administrators Role” will be selected.
5) For users who will need to see all timecards in the entire organization, the “Timecard Administrators” Role will be selected.
6) For users who will need to see all charge numbers in the entire organization, the “Charge Number Administrators” Role will be selected.
7) For users who need to be locked down and then added only specific permissions for designated areas of the software, the “Default” Role will be selected. 
8) “Model Administrators” should only be added to users that need to make global changes in the organization's model. This role should only be applied to the Administrator account when needed.
9) Upon selection of appropriate Roles, you can click the “Save and Close” icon located in the ribbon bar at the top of the application (or shortcut on keyboard – “ctrl” and “enter/return”).

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