How to Set Up User Permissions & Groups

User permissions are the authorizations given to participants allowing them to access specific resources in SecturaFAB. 

Note: Only “Admin” user groups can add or change user permissions.

Before getting started:

• Learn How to Create a New User.

Let’s discover how.

1. Navigate to “Users & Permissions” within the SecturaFAB settings menu.

2. Select "Groups."

Users of SecturaFAB are assigned a group, allowing you to direct user access. This is the first step to adjust user permission.

Groups are default into the following:

• Admin: Unrestricted access to SecturaFSAB.
• Console:  Able to access only your SecturaFAB Consoles.
• Power User: Able to access all settings in SecturaFAB.
• Quote User: Able to access all quoting features of SecturaFAB.
• View Only: Able to only view SecturaFAB.

Now, let's create a new group. 

1. Select "New Group."

2. In this example, this group will be named “Sales Department.” Learn more about rules in our knowledge base. 

3. Actions include:

• Name — The name of the permission.
• View — The user can view content.
• Create — The user can create content.
• Edit — The user can edit existing content.
• Delete — The user can delete content.
• Special — The user can import or export content.

4. Select the “plus” sign to add permissions to a group or select the “minus” sign to remove permissions.

Let's check out the permission settings for a SecturaFAB administrator.

Now, let’s explore an example of how a sales user permission could look.

1. In this example the permissions include:

• • CAD Import
  • CNC Program
  • Configurator
  • Emails
    • Email Templates
  • Equipment
  • Estimate
  • Event Log
  • File
  • Inventory
  • Material
  • Notification
  • Operation
    • Operation Calculator
    • Operation Rules
  • Order
  • Part
  • Price Break
  • Price List
  • Product
    • Product Definition
    • Product Part
  • Quote
    • Quote request
    • Request for Quote
  • Receipt