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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.
To access the user list, go to Administration > Users > User List.
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The user accounts are created after adding staff members via Staff screen.
STEP 1: To access the Manage Users area, navigate to the Administration > Manage Users
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STEP 3: Type in a username and welcome salutation. Consider using the same naming protocol as in your network. This saves users from having to remember more than one username. Where the system is self-hosted, integration with Active Directory can ensure a universal logon for your users.
STEP 4: Select a security role for a user. You can select a combination of security roles for a user, however the highest security level will override the lower levels. If one role allows you permission to carry out a certain action and another role doesn’t, the user WILL be allowed to carry out that action. For example, if a User has Reader AND Director permissions, he or she WILL be allowed to update actions within the Directorate. See the section Security for section Security for more information.
STEP 5: Select the name of the staff member from the 'Linked Staff' drop-down list. The linked staff member must be the same person as you are setting up the login for (which is set up within the Staff area). This linkage allows the system to recognize the user and display the homepage responsibilities correctly.
STEP 6: Define a password and set the user as Active by ticking the box. Inactive users will not appear in Staff lists throughout the system.
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Planning and Performance Management | Administration | Unlimited Access |
Framework | Unlimited Access | |
Quick Update | Unlimited Access | |
Strategic Planning Area | Unlimited Access | |
Service Delivery | Unlimited Access | |
Business Unit Area | Unlimited Access | |
Performance Management | Unlimited Access | |
Move Alls | Unlimited Access | |
Reports | Unlimited Access | |
Rollover 'Next Period'* | Unlimited Access | |
Executive | Executive Module | Unlimited Access |
Financial Interface | Financial Interface | Unlimited Access |
EIS | Executive Intelligence | Unlimited 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 | Unlimited Access |
cammsproject® | Project Management | Edit own projects only |
Refer Rollover Securities for information on how to configure specific securities around rollover.
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You can also link staff to the relevant organisational level via the Staff section. |
STEP 5: Click 'REMOVE' to unlink any staff member from the selected organisational hierarchy. The "unlinked" staff member is then displayed on the right side of the screen.
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