Module permissions in Capex Plan are essential for controlling what users can see, do, and edit across different parts of the system. This guide will walk you through how to apply user-specific permissions, and how these relate to profiles and roles.
Overview of Module Permissions
There are three key components to understand:
| Component | Description |
| Users | Individuals with specific access rights. |
| Profiles | Predefined sets of permissions that can be reused. |
| Roles | Used to link profiles to Capex requests (covered later). |
Understanding Profiles
A Profile is a reusable template of permissions. Instead of configuring access for each user individually, you can create a profile once and apply it to multiple users.
Benefits of Using Profiles:
- Consistency: All users in the same group (e.g., Engineers, Finance Managers) receive identical permissions.
- Efficiency: Update the profile once, and all linked users get the updated permissions instantly.
- Scalability: Ideal for organizations with large teams.
Example:
If you have 50 engineers, instead of configuring permissions 50 times:
- Set permissions for one engineer (e.g., John).
- Save these settings as a profile named Engineer.
- Apply the Engineer profile to the remaining 49 users.
Assigning Permissions to a User
Let’s walk through the process using an example. User: John Roberts (Finance Manager)
- Go to the User Management section.
- Select John Roberts to view his current permissions.
- Review the available permission sections:
- General Settings
- Budget
- Contracts
- Tracking
- Make the necessary changes based on John’s responsibilities.
Saving as a Profile:
If these permissions need to be reused for other finance managers:
- Click Save as Profile.
- Name the profile appropriately (e.g., Finance Managers).
- Now this profile can be applied to other similar users in the future.
