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Tip: After a staff member is added to the system, assign a User login and security role via Manage Users area. Refer the Staff Management area for more information. |
Flex Hierarchy Users
For users in the flexible hierarchy permission structure, the following permissions will be required to be enabled to access this page and add, edit, or delete staff members:
Camms.Risk Menu > Administration > Role Management > [Product = CAMMSRISK] > [enable Permissions = Administration > Staff > View/Add/Edit/Delete].
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To define a new Staff member follow the steps below:
STEP 1: In the 'Details' tab follow all steps as in the Static Hierarchy Users steps above, and save details.
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Note: The 'Organisational Link' dropdown will not be displayed for flex hierarchy users. An 'Assign Role' tab will be displayed instead. |
STEP 2: Once details are saved in the 'Details' tab, an 'Assign Role' tab, will be displayed to fill in hierarchy and node details. Click on the 'Add New' button to add details.
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STEP 3: Select the 'Hierarchy', which will filter 'Hierarchy Level' details, which will then filter 'Hierarchy Nodes' to be selected for the user.
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Note: If a user's Register permissions is selected as 'View Node Only' (under Camms.Risk Menu > Administration > Role Management), then only the records selected under the Hierarchy Nodes will be displayed for these users. |
STEP 4: Select the 'Product' and then select the 'Roles' that are created for that product, to assign to the user. The Roles displayed, will be created under Camms.Risk Menu > Administration > Role Management (see article Permissions and Staff Management under title 'Risk – Flex Permissions' for details on the different roles for Camms.Risk and article Administration – Role Management, for details on creating and amending roles).
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Note: Roles displayed for a selected Product, will be displayed based on which product the role was saved under last, in the Role Management area (Camms.Risk Menu > Administration > Role Management).
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STEP 5: Save details by clicking on the 'Save' button once done.
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STEP 6: Roles can be edited and deleted as well in the 'Assign Role' tab, if the Edit and Delete permissions are given under Administration > Role Management > [Product = CAMMSRISK] > [enable Permissions = Administration > Staff.
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