You can define user permissions to access a particular module by setting project role permissions.
Login to CTMS as Administrator
Click Project Management > Click on 3 dots button on selected Project> and then click Permissions.
The Project Role that you created earlier in the Data Setup will also appear here. Select a Project role, then click on the Pencil button.
You can set any access rights that can be accessed by the project role by selecting the menu in Part A, for part B you must set it in the Data Setup menu > Project Roles.
Do not delete the project role that is being applied to the form workflow, this will cause an error in the form.
Do not rename the project role while the project role is still being applied to the workflow form. This can cause confusion for other users because the project role name and workflow form do not match.
Even though it is checked, the "Vendor available" can also be used for maincon users. But it would be better to separate project roles on maincon and subcon. Example: Applicant (maincon) and Subcon Applicant (subcon)
CTMS provides module to customize CTMS users with user roles on the real site location. Following the steps to set up the Project Roles: Login to CTMS as an Administrator user. Click on Data Setup > Project Roles On the Project Role ...
Inspector (HSSE) User: Maincon user Permission: Conduct Inspection (HSSE INSPECTION) Allowed to manage conduct HSSE Inspection Raise Finding (HSSE INSPECTION) Allowed to read inspection Allowed to raise finding Allowed to make the approval on ...
1. Assign User to Project This is a way to assign users to projects, users can have one or more project roles in a project (Multiple Project Role). Login to CTMS as Administrator or Project Admin Click on Project Setup Click Users Select Project ...
Login to CTMS as Administrator user Click Project Setup Click Users menu Select Project, then click Add New Assignment button (+ Orange Button) Select User, in the Role selection choose Project Engineer then click SAVE.
Login to CTMS as Administrator user Click Project Setup Click Users menu Select Project, then click Add New Assignment button (+ Orange Button) Select User, in the Role selection choose Project Supervisor then click SAVE. User successfully assigned