Users – Manage Users
1. Overview |
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.
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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 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.
Note: When specifying a password, do not use the following characters, as this may cause potential harm to the functionality of the system:
< – lesser than character
> – greater than character, if a lesser than sign is not used prior to it
& – ampersand character
"" – double quotes
+,-,% – characters found in program code
<script> – tags (or any tags)
space, tab space, and new line characters (\n)
non-ASCII characters
STEP 7: Click the save icon.
You can also link staff to the relevant organisational level via the Framework > Staff area.
2. 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.
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:
WPC Administrator
RevuMap Specific Roles:
RevuMap Administrator
RevuMap Planning Manager
3. User Roles |
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.
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.
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).
Planning and Performance Management
| Administration | No Access |
Framework | Read Only | |
Quick Update | Unlimited Access | |
Strategic Planning Area | Read Only | |
Service Delivery | Unlimited Access | |
Business Unit Area | Unlimited Access | |
Performance Management | Unlimited Access* | |
Move Alls | Limited to Business Planning areas |