Assigning Permissions to Users from the Users Page

This page is a general overview of managing permissions. For information on what specific access each privilege grants, see Basic Permissions for what appears on the User Table view, Feature Access to restrict access to specific pages, and Advanced Permissions for what appears on each user's page.

User Permissions can be granted from the Home --> Users screen. Only owners and users with "Write: User Permissions" access may edit the Users page.

Checking the boxes on "Write" permissions allows users the ability to make changes on related screens. User Permissions may also be managed by Permission Groups. See below for more information about specific permissions.

You can also enable users as hourly employees from this screen, if you want them to use timesheets.

Assigning Permissions to Users from the Individual User Page

Clicking on the User name on the Users page leads to that User's individual page. This page includes:

• Active Part Timers
• Active Station Timers
• Recently Ended Part/Rack Timers
• Recently Ended Station Timers
• Billed Labor Hours
• Permissions, Permission Groups, Time Tracking, and Feature Access

Some permission controls are only available from this page. They may be managed here individually. They may also be managed by using Permission Groups.

Feature Accessibility on the Individual User Page

User privileges for viewing pages in Steelhead can be controlled from the individual users page. To adjust feature accessibility:

• Navigate to the User's page
• Under Feature Access, toggle the desired options on or off
• Refresh the page when done to view the adjustments

Assigning Permissions using Permission Groups

Permission Groups allow for many users to be given blanket permissions rapidly.

Adding a user to an existing Permission Group give the user all the permissions included in the group. It does not remove permissions already granted! Once users are assigned to a permissions group, their permissions may be adjusted individually.

To set up and use Permission Groups:

1. From the "Home" page, navigate to "Users"
2. Click "Permission Groups" at the top of the page
3. Click "+ New"
4. On the Create Permission Group dialog:
   1. Enter a Name for the Permission Group
   2. Choose one or more Users to add to the Group
   3. Choose which Permissions to include in the Group
5. Click "Save" to apply the changes
   1. Large numbers of changes may take a few seconds to complete