As of eQuip version 2020.13, we have separated user scope from the user role to give more flexibility in the way that roles and permissions are assigned within the system. This means that organizations who have to provide different data access to almost every user will not need to create so many individual roles.
This also means a few changes to the eQuip interface for adding users.
If you navigate to Admin > Manage Permissions > Roles and edit a role, you will notice that the only tabs that appear there are for setting what the user can do in the system. There are no longer tabs in the role for settings that determine what types of data the user can access. The tabs for Site Permissions, Location Permissions, Asset Categories, People Categories, and Departments have been removed.
The new design separates user role and user scope as follows:
Roles: What the user can do in the system, such as adding and editing, changing data in specific fields, accessing administrative functions, etc. These are the items that are still managed under the tabs in the user roles. The role does not determine what data the user can access, as that is now managed by scope.
Scope: What data in the system the user is allowed to access based on Site, Location, Asset Categories, People Categories, and Departments. This is now managed on a per-user basis and can be accessed by editing the individual user. Scope does not determine what the user can do to the data, as that is managed under their role.
To add a new user in eQuip 2020.13 and higher, follow these steps:
1. Navigate to admin > manage permissions > users.
2. Click the 'Add new record' button. If you are editing, click the pencil to the right of any user to open the record.
3. Enter the user information.
4. Click the 'User Access' button and the User access window will appear as below.
5. Click on the plus sign for 'Add New User Access'.
6. Click on the Role drop-down and choose the appropriate role based on what the user should be able to do in the system.
7. To set the user scope--what data the user is allowed to access--choose the appropriate Site Permissions, Location Categories, People Categories, Department Permissions, and Asset Categories.
8. When finished making your scope and role selections for the user, click the green checkbox in the lower right of the User Access screen.