Security Groups

Plan: All Plans

Edition: All Editions

Security Groups relate to the access permissions that are granted to each CMap user account (e.g. which parts of the system you require them to use / view and the abilities you would like to grant them).

In this article, you’ll learn how to:

• Create a new Security Group
• Set a Default Dashboard for a Security Group
• Add users to a Security Group

Create a new Security Group

1. On your Dashboard, go to the Admin tab, by selecting the   icon, which you will find in the right-hand corner of your Dashboard when you log in to CMap. 

2. On the left-hand side of your screen, you will see the USERS & SECURITY navigation side extension. Select Security Groups and you will see a list of your Security Groups. 

2. Enter a Name and a Description in the text field at the bottom of the table for the new Security Group and click Add. CMap will then automatically open the relevant Security Group screen where you are able to set up the permissions for the Security Group.

The Permissions are set into three categories:

• Access Levels – controls the areas of CMAP that the users can access and the levels of access (full control vs read only for example).
• Reports – controls the reports available within the Reports Module.
• Dashboards – controls the dashboards that can be added to a User’s Dashboard.

3. For each Permission, select the relevant option. Note that Project permissions are also further separated by “My Projects” and “Other Projects”.  My Projects relates to any projects where a User has been allocated as Project Owner, Project Manager or Co-pilot.  For instance you could have Full Control for “My Projects” but Read Only for “Other Projects”.   

Details in regards to the definition of each Security Group Permission can be found below:

Note: You can copy an existing Security Group, so you do not have to start from a blank set of Permissions. This is handy if the new Security Group’s permissions are only slightly different from an existing Security Group. To do this, navigate to the Actions Menu and select Copy.

To Edit or Delete a Security Group, navigate to the Actions Menu against the relevant Security Group and click Edit or Delete.

 

Set a Default Dashboard for a Security Group

The Dashboard screen is the default page you will see when you log in to CMap. The purpose of the Default Dashboard tool is to give each user personalised and relevant information depending on which Security Group they belong to. All of the data found in the Dashboard is relevant to the User who has logged in. 

1. Go into the Admin tab, find the Security Groups tool and click it. All Security Groups will be listed here. 

2. Click on the Actions Menu next to the relevant Security Group.

3.  Click Setup Default Dashboard in the drop-down list. You will then be taken to the Edit   Dashboard Page where you can create and save your Default Dashboard.

4. Click Add and a tick box list will appear. Any boxes that you tick on this menu will add additional Dashboard boxes to the Default Dashboard layout.

5. Once you have selected all of the relevant boxes, you can choose to move these boxes around your screen by clicking on the Move icon in the top right-hand corner of the box. You can then drag the box to where you want it to be. CMAP makes rearranging Dashboard boxes even easier as they sit on top of a grid to help you align them.

6. If you want to re-size the Dashboard boxes so they sit together nicely, just hover your cursor over the bottom left-hand corner of the Dashboard box. Your cursor will change to a double headed arrow which you can then click and drag up, down, left or right to re-size.

7. If you decide you no longer want a specific box of information on the Default Dashboard, you can delete it from your Dashboard by clicking the “X” button in the top right-hand corner of the box.

8. Click on Exit Edit Mode in the blue bar at the top of the page. This will save any changes you have made to the Default Dashboard layout.

Note: Once you have created the Default Dashboard, you are able to push it out to all members of the Security Group meaning everybody has the same Dashboard view.

9. Click into the Actions Menu next to the relevant Security Group and select Refresh Dashboards.

10. A warning will appear as a reminder that once confirmed, the changes will be applied to all Users’ Dashboards that are members of that Security Group. Click Confirm and the Default Dashboard will be pushed out to all members of that Security Group.

Add Users to a Security Group

There are two ways to add a User to a Security Group:

Option 1 – enables multiple Users to be added to a Security Group at once:

1. Go into the Admin tab, find the Security Groups tool and click it. All Security Groups will be listed here.

2. Click Actions and Add Users for the relevant Security Group.

3. Type the relevant Users and click

Option 2 – enables a single User to be added to a Security Group at once:

1. Go into the Admin tab, find the Your Users tool and click it.

2. Find the relevant User and click the Edit pencil icon.

3. At the bottom of the User Record select the relevant Security Group from the Drop-Down List and click Save.