How to create and configure access levels?

Access levels are a way to restrict access for work groups by area.

To create an access level, follow these steps:

1. Go to Settings | Assets | Access Levels;

2. In the list of access levels, click on Create;

3. On the creation screen, fill in the access level details:

   • Access Level;

   • Description (required);

   • Is Default (only one access level can be the default);

   • Employees, Locations, Equipment and Tools sections: in the first column, select the records you want to associate with the access level. To find a record, use the search and, to view only the records already chosen, use the Selected only option;

   • Remarks;

4. Click:

   • Save and New to save the access level and start a new record;

   • Save, on the arrow next to the Save and New button, to save only the access level.

When creating and editing access levels, the following rules apply:

• It is not mandatory to have an access level;

• If there is no default access level, all assets are available.

Access to routes depends on the access levels:

• If there is an access level, the user must have access to all the assets on the route. Otherwise, the route is not shown to that user;

• If there are no access levels, the user has access to all routes.