Users
You can navigate to the Users menu via the Administration menu section in the Strategy Navigation button as shown below.
...
Overview
This area allows you to manage various settings related to users such as user management, security permissions, linking them to the organisation structure, etc.
User List
Manage Users
Staff Grouping
User List
The User List displays the usernames, salutations, linked staff, organisational links, the number of times each user has logged in and the active/inactive state of the users. Clicking the hyperlinked username will take you to the Manage Users screen.
...
You will be directed to the page where all the users are listed.
...
Manage Users
The Manage Users area is used to manage user accounts including their access details and security permissions.
...
You can also link staff to the relevant organisational level via the Framework > Staff area.
Security
The security model has developed so that each user group has different permissions, allowing security permissions to be linked to individual staff members. All security levels may not be applicable within your organisation as some are linked to individual CAMMS products.
...
RevuMap Administrator
RevuMap Planning Manager
User Roles
Administrator
The Administrator has access to the entire system excluding the Financial Interface where available. This is the only security level which can edit details in the Framework section and has access to the relevant areas for user maintenance, passwords and rollover.
...
Refer Rollover Securities for information on how to configure specific securities around rollover.
Access Archive Period
This security level is used for users (other than Administrators) to be able to view the archived system periods. Administrators can view the archived periods as default, however this role gives the ability for other users to be able to view archive periods, without needing to give them a higher security role like an Administrator.
...
*Cannot link KPIs to organisation levels higher than service profiles.
Business Unit Manager
This level has editing capabilities limited to the Business Unit they belong to. They do not have editing abilities in the performance management area, except for updating their actuals for KPIs (targets can only be modified by the Administrator, Strategic Planner, and Business Planner). The Business Unit Manager level is able to access the Executive Reporting area for the purpose of signing off Executive Comments / Business Highlights.
...
*Cannot create new executive reports but can view and sign off comments/highlights.
Confidential
This security level is used only if you have the confidential functionality. The confidential functionality is based on a tick box at Action and KPI level only - ability to make actions and KPIs hidden (confidential) from all users unless they have this security access level.
This security level is given to Users who need access and editing privileges to the 'Confidential Actions and KPIs'. They will also be able to see certain filters 'Show Confidential' in some standard reports.
Director
This security level is for someone who may have a number of business units below them. They can view any area of the system apart from the financial interface and administration area. They are only able to create, edit and delete information under their own directorate (i.e. Business Units under their directorate). Director level does not have the ability to edit data in the service delivery section – only the Administrator, Strategic Planner and Business Planner have access to this. Director level has full use of the Executive Reporting section.
...
*They do not have editing abilities in the performance management area; except for updating their actuals for KPIs (targets can only be modified by the Administrator, Strategic Planner, Business Planner and Performance Manager).
Executive Intelligence
The Executive Intelligence security level allows the user s to view the Executive Intelligence System (EIS) when they do not have an Administrator, Director or Business Unit Manager security level. This includes having the EIS button active on their home page for the user to access.
...
*Strategic risk link is visible as read only
Financial Controller
This level is for someone responsible for using the financial interface and is the only user who has the ability to access it. This user has read only access for all other areas of the system, except for the ability to update actions and KPIs and the budget section of the action page.
...
*Except for entering and updating budget information and updating actions within own BU.
Next Business Cycle
This level enables the user to switch from the current period to the next period created from completion of Stage 1 of Rollover. Depending on the user’s other permissions, the user can potentially undertake business planning in the next period.
...
*Strategic risk link is visible as read only.
Operational User
This level is for the general user of the system. They are not able to edit actions or performance measures, other than updating progress and actuals.
Planning and Performance Management
| Administration | No Access |
Framework | Read Only | |
Quick Update | Update Own items Only | |
Strategic Planning Area | Read Only | |
Service Delivery | Read Only | |
Business Unit Area | Read/Update own Actions Only | |
Performance Management | Update actuals for own KPIs only | |
Move Alls | No Access | |
Reports | Unlimited Access (Except they cannot view Financial and Administrator Reports) | |
Rollover 'Next Period'* | No Access | |
Executive | Executive Module | No Access |
Financial Interface | Financial Interface | No Access |
EIS | Executive Intelligence | No Access |
Risk Management | Operational Risk | Edit Own risks only |
Project Risk | Edit own risks only | |
Strategic Risk | Edit own risks only | |
Risk Linking | Operational Risk linking only | |
Risk Settings | Read Only | |
Task | Task Management | Edit Own tasks only |
cammsproject® | Project Management | Edit Own projects only |
Performance Manager
This level is for someone who is responsible for performance management and therefore has unlimited access to the performance management area, enabling them to create, edit and link KPIs, Scorecards and Dashboards. The Performance Manager only has updating access to other areas of the system.
...
Cannot delete KPI nodes, only Administrator is able to delete the KPI nodes.
Reader
A reader is able to view all areas of the system however they cannot edit or modify anything.
Planning and Performance Management | Administration | No Access |
Framework | Read Only | |
Quick Update | Update Own items Only | |
Strategic Planning Area | Read Only | |
Service Delivery | Read Only | |
Business Unit Area | Read Only | |
Performance Management | Update actuals for own KPIs only | |
Move Alls | No Access | |
Reports | Unlimited Access | |
Rollover 'Next Period'* | No Access | |
Executive | Executive Module | No Access |
Financial Interface | Financial Interface | No Access |
EIS | Executive Intelligence | No Access |
Risk Management | Operational Risk | Edit Own risks only |
Project Risk | Edit own risks only Create new risks for own Actions only | |
Strategic Risk | Edit own risks only | |
Risk Linking | Read Only | |
Risk Settings | Read Only | |
Task | Task Management | Update own Tasks only |
cammsproject® | Project Management | Edit Own projects only |
Strategic Planner
Access is given to all areas of the system apart from the Administration area and the Financial Interface (where activated). Strategic Planners can create, edit and delete in all other areas of the system, including the Executive Reporting area. They are unable to edit the Framework section however except for Business Units.
...
*Can create/edit Directorate and Business unit section within ‘Framework’ area.
Risk Manager
The Risk Manager is able to view, create, update and delete Operational, Project and Strategic Risk Assessments in the Risk Management area.
Planning and Performance Management | Administration | No Access |
Framework | No Access | |
Quick Update | Update own items Only | |
Strategic Planning Area | No Access | |
Service Delivery | No Access | |
Business Unit Area | No Access | |
Performance Management | No Access | |
Move Alls | No Access | |
Reports | Unlimited Access | |
Rollover 'Next Period'* | No Access | |
Executive | Executive Module | No Access |
Financial Interface | Financial Interface | No Access |
EIS | Executive Intelligence | No Access |
Risk Management | Operational Risk | Unlimited Access |
Project Risk | Unlimited Access | |
Strategic Risk | Unlimited Access | |
Risk Linking | Unlimited Access | |
Risk Settings | Unlimited Access | |
Task | Task Management | Create and Edit tasks within own Business Unit only |
cammsproject® | Project Management | Edit Own projects only |
Operational Risk Editor
This security level allows the user to edit all operational risks. You would give this security level to an operational user who needs the ability to edit operational risks during a specific time frame or it can be used to give them this power user editing ability without having to give them a 'manager' role to edit all risks.
Project Risk Editor
This security level allows the user to edit all project risks. You would give this security level to an operational user who needs the ability to edit project risks during a specific time frame or it can be used to give them this power user editing ability without having to give them a 'manager' role to edit all risks.
Strategic Risk Editor
This security level allows the user to edit all Strategic risks. You would give this security level to an operational user who needs the ability to edit Strategic risks during a specific time frame or it can be used to give them this power user editing ability without having to give them a 'manager' role to edit all risks.
Strategic Risk Viewer
This security level allows the user s who do not have access to view all strategic risks (this role works when 'can view' security setting is on).
Please contact CAMMS Administrator to activate this setting if you would like to use this role.
Operational Risk Viewer
This security level allows the user s who do not have access to view all Operational risks (this role works when 'can view' security setting is on).
Please contact CAMMS Administrator to activate this setting if you would like to use this role.
Project Risk Viewer
This security level allows the user s who do not have access to view all Project risks (this role works when 'can view' security setting is on).
Please contact CAMMS Administrator to activate this setting if you would like to use this role.
Project Creator
Project creator role is ideally given to project assistants so that they would be allowed to create projects on behalf of the project manager. Project creator will have the permission to create a new project or duplicate a project and edit and manage the project until the initiation of phase one sign off. However, they will not be allowed to delete any project created. This can be done only by the IPM administrator.
Project board and team supersede project creator role. Therefore, if a particular user with the project creator role is attached to the board and team of a particular project, the board and team role permissions would apply.
Project Manager
The Project Manager role is used within the Integrated Project Manager. Users with this security level are able to manage workflows, create new projects and edit existing ones within the project management area. However, they cannot edit the Settings Configurations.
Planning and Performance Management | Administration | No Access |
Framework | No Access | |
Quick Update | No Access | |
Strategic Planning Area | No Access | |
Service Delivery | No Access | |
Business Unit Area | No Access | |
Performance Management | No Access | |
Move Alls | No Access | |
Reports | Unlimited Access | |
Rollover 'Next Period'* | No Access | |
Executive | Executive Module | Read Only |
Financial Interface | Financial Interface | No Access |
EIS | Executive Intelligence | No Access |
Risk Management | Operational Risk | Read Only |
Project Risk | Read Only | |
Strategic Risk | Read Only | |
Risk Linking | No Access | |
Risk Settings | Read Only | |
Task | Task Management | Read Only |
cammsproject® | Project Management | Edit All projects Delete all projects Have access to re-submit all sign offs No Access to Administration areas and cannot re-open projects |
Resource Administrator
The Resource Administrator will give users the ability to view the "Resource Manager' section within the Integrated Project Manager (cammsproject®)/Projects area. If the user does not have this ticked, then the menu item will be hidden from their view.
IPM Administrator
The IPM Administrator role is used within the Integrated Project Manager. This security level allows the user to have unlimited access within the project management area, allowing access to the Framework area for workflow setup, settings configurations and the set-up and management of projects. Only the IPM Administrator has the ability to re-open a project once it has been closed.
Planning and Performance Management | Administration | No Access |
Framework | No Access | |
Quick Update | No Access | |
Strategic Planning Area | No Access | |
Service Delivery | No Access | |
Business Unit Area | No Access | |
Performance Management | No Access | |
Move All | No Access | |
Reports | Unlimited Access | |
Rollover 'Next Period'* | No Access | |
Executive | Executive Module | Read Only |
Financial Interface | Financial Interface | No Access |
EIS | Executive Intelligence | No Access |
Risk Management | Operational Risk | Read Only |
Project Risk | Read Only | |
Strategic Risk | Read Only | |
Risk Linking | Read Only | |
Risk Settings | Read Only | |
Task | Task Management | Read Only |
cammsproject® | Project Management | Unlimited Access |
PES Administrator
The PES Administrator security level is used within the Personnel Evaluation System. This security level allows the users to have access to the Administration area to set up users, manage configurations, emails and assessment elements.
Audit Settings Administrator
Audit Settings Administrator is able to manage the configuration of the Audit area of the organisation. However, this security level allows access only to the Settings area and any other area of Audit Management cannot be accessed. In order to get access to other areas of audit management, this security role must be combined with other roles.
GOV Audit Administrator
The GOV Administrator can create, edit and delete audits, findings and recommendations for GOV audits only.
Only GOV Administrators can reset a GOV audit that has already been signed off by clicking the "Internal Audit Signoff" button shown on the right.
OHS Audit Administrator
The OHS Administrator can create, edit and delete audits, findings and recommendations for OHS audits only.
Only OHS Administrators can reset an OHS audit that has already been signed off by clicking the "Internal Audit Signoff" button shown on the right.
IBP Administrator
When a user is designated as the IBP Administrator, he/she will have unlimited access to all the areas of business plan development. Users with IBP administrative privileges will have the ability to create plans, workflows and add resources.
WPC Administrator
The WPC Administrator will have full editing ability within the Workforce Planning Centre (WPC) solution. Within WPC, Administrators will be able to define the security roles - These roles allow users to define different sets of screen permissions to view, edit, delete and save within various screens in WPC.
RevuMap Administrator
This security level relates to the RevuMap [Service review] product. The Administrator role will give unlimited access to all areas of RevuMap.
...
If you have not purchased this product, then you will not see this security level. Please contact CAMMS if you would like more information on our RevuMap product.
RevuMap Planning Manager
This security level relates to the RevuMap [Service review] product. This security level allows you to create service reviews for all BU or Directorate. However, has limited access when viewing and accessing the service reviews once created, specific to own area. No Access to Administration area.
...
If you have not purchased this product, then you will not see this security level. Please contact CAMMS if you would like more information on our RevuMap product.
Staff Grouping
...
The ‘Staff Grouping’ area is where staff can be linked to or unlinked from the organisational structure. Staff Grouping information editing depends on your assigned security role.
...