Set Up Security Roles and Permissions

Task	How to do it
This feature allows you to add a new employee and to edit contact, logininformation.	To add an employee Select Configure > Employees from the menu bar. The Employees screen opens. Select New Employee from the toolbar. The New Employee screen opens. Enter the employee contact and other information in the appropriate fields in the Employee tab, and then select the User tab. If the employee will also log in to CCC ONE, select the This employee is an active user of the system option. You cannot assign a role to the user or create a login ID unless this option is selected. Enter an ID in the User ID field, and then select Check Availability. Select one or more roles from the Available user roles pane, and then click the right arrow button. Click Save and Close from the menu bar. The information is saved and the New Employee window closes. Note: If you have more than one employee to set up, click the Save and New button to save the employee information, close the New Employee window and open a New Employee window.

Task

How to do it

This feature allows you to add a new employee and to edit contact, logininformation.

To add an employee

Select Configure > Employees from the menu bar. The Employees screen opens.
Select New Employee from the toolbar. The New Employee screen opens.
Enter the employee contact and other information in the appropriate fields in the Employee tab, and then select the User tab.
If the employee will also log in to CCC ONE, select the This employee is an active user of the system option. You cannot assign a role to the user or create a login ID unless this option is selected.
Enter an ID in the User ID field, and then select Check Availability.
Select one or more roles from the Available user roles pane, and then click the right arrow button.
Click Save and Close from the menu bar. The information is saved and the New Employee window closes.

Note: If you have more than one employee to set up, click the Save and New button to save the employee information, close the New Employee window and open a New Employee window.

Adding a Security Role

The Security Roles feature allows you to allow or deny permissions to users. These include user permissions for Core, Reporting, and Estimating. The employee must be an active user of the system in order to utilize this feature.

Permissions can be allowed or denied for individual employees. You can assign a user multiple roles, and modify existing permissions for users as needed.

Task	How to do it
This feature allows you to create a new security role, select permissions for the role, and to add users to the security role. Once the role has been created, users and permissions in the security role can be assigned or edited.	To add a new security role Select Configure > Security Roles from the menu bar. The Security Roles screen opens. Select New Role from the toolbar.The Untitled - Role screen opens. Enter a name and description for the new security role. From the Select user permissions for this role from the list below pane in the Role tab, select the permissions to assign to the role. Select the Users tab, and then select the users to add. Click OK. The selected information is saved, and the (user) Role window closes.

Task

How to do it

This feature allows you to create a new security role, select permissions for the role, and to add users to the security role.

Once the role has been created, users and permissions in the security role can be assigned or edited.

To add a new security role

Select Configure > Security Roles from the menu bar. The Security Roles screen opens.
Select New Role from the toolbar.The Untitled - Role screen opens.
Enter a name and description for the new security role.
From the Select user permissions for this role from the list below pane in the Role tab, select the permissions to assign to the role.
Select the Users tab, and then select the users to add.
Click OK. The selected information is saved, and the (user) Role window closes.

Adding Users to a Security Role

Task	How to do it
Employees may have more than one security role assigned to them as a user. Use this feature to add or remove security roles for employee users. The security role Users tab contains a list of users who can be granted or denied access to the selected security role. The user must be an active user of the program. This feature is used in conjunction with creating or editing an employee record.	To add a user to a security role Select Configure > Security Roles from the menu bar. The Security Roles screen opens. Select the security role, and then select Edit from the mini-toolbar. Select the Users tab. Click on a user from the Users denied role pane, and then click on the right arrow to add the selected user to the Users granted role pane. Click OK. The information is saved, and the window closes. Note: The employee record must first have the This employee is an active user of the system option selected before you can add the user to a security role.

Task

How to do it

Employees may have more than one security role assigned to them as a user. Use this feature to add or remove security roles for employee users.

The security role Users tab contains a list of users who can be granted or denied access to the selected security role.

The user must be an active user of the program.

This feature is used in conjunction with creating or editing an employee record.

To add a user to a security role

Select Configure > Security Roles from the menu bar. The Security Roles screen opens.
Select the security role, and then select Edit from the mini-toolbar.
Select the Users tab.
Click on a user from the Users denied role pane, and then click on the right arrow to add the selected user to the Users granted role pane.
Click OK. The information is saved, and the window closes.

Note: The employee record must first have the This employee is an active user of the system option selected before you can add the user to a security role.

Adding User Permissions to a Security Role

Task	How to do it
This feature allows you to select/deselect permissions for the selected security role.	To add user permissions to a security role Click Configure > Security Roles from the menu bar. The Security Roles screen opens. Select the security role account, and then select Edit from the mini-toolbar. The account User - Role screen opens. From the Select user permissions for this role from the list below pane in the Role tab, select/deselect the permissions for the security role. Click OK. The selected information is saved, and the account User - Role screen closes.

Task

How to do it

This feature allows you to select/deselect permissions for the selected security role.

To add user permissions to a security role

Click Configure > Security Roles from the menu bar. The Security Roles screen opens.
Select the security role account, and then select Edit from the mini-toolbar. The account User - Role screen opens.
From the Select user permissions for this role from the list below pane in the Role tab, select/deselect the permissions for the security role.
Click OK. The selected information is saved, and the account User - Role screen closes.