The Manage Users area is used to manage user accounts including their access details and security permissions.

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.

The Manage Users area displays all the current system users along the left.

Open

Figure 1.1

STEP 2: To create a new user click on the Button.

Open

• 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 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 recognise 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.

• STEP 7: Click the save icon.

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.

Camms.Strategy® specific roles:

• Administrator

• Access Archive Period

• Business Planner

• Business Unit Manager

• Confidential

• Director

• Executive Intelligence

• Financial Controller

• Next Business Cycle

• Operational User

• Performance Manager

• Reader

• Strategic Planner

Camms.Risk® specific roles:

• Risk Manager

• Operational Risk Editor

• Project Risk Editor

• Strategic Risk Editor

• Strategic Risk Viewer

• Operational Risk Viewer

• Project Risk Viewer

Camms.Project® specific roles:

• Project Creator

• Project Manager

• IPM Administrator

• Resource Administrator

Personnel Evaluation (Camms.Talent®) specific roles:

• PES Administrator

Audit Manager Specific Roles:

• Audit Settings Administrator

• GOV Audit Administrator

• OHS Audit Administrator

IBP Specific Roles:

• IBP Administrator

Workforce Planning (WPC) Specific Roles:

1. WPC Administrator

RevuMap Specific Roles:

1. RevuMap Administrator

2. RevuMap Planning Manager

3.1 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.

3.2 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.

This will give them the ability to view the archive periods within the Tools drop-down menu, and however exclude them from viewing the rest of the rollover functionality. The archive periods are ‘read only’ for all users.

Please see the Rollover Archive Periods for more information on this section.

3.3 Business Planner

This is a security level for organisations which may have a corporate wide Business Planner. The Business Planner can create new service profiles and service profile groupings which are not restricted to their business unit.  The level does not allow editing of data in the strategic planning level or access to the executive reporting area. Business Planners make use of the performance management section for the purpose of business planning (i.e. they cannot link to goals, outcomes, strategies or organisation levels higher than service profiles).