Set up Security Groups

Security Groups relate to the access permissions that are granted to each CMap user account (e.g. which parts of the system they can view, edit and update). Managing and regularly reviewing Security Groups is really important to ensure that users continue to have appropriate access to CMap aligned to their role.

In this article, you'll learn about:

  • Default Security Groups
  • Creating a new Security Group
  • Setting security permissions
  • Default Dashboards

Default Security Groups

During your onboarding project with CMap, there will be six default Security Groups set up for you.

Security Group

Description

Full Access

Full access to all aspects of CMap.

Principal/Director

Majority access within the system minus a few financial and admin aspects.

Finance

Full access to finance related options with read only visibility for the rest of the system.

Project Managers

Full access to own projects with visibility to relevant areas of the system.

CRM

Relevant access to information key to maintaining client relations.

Project Worker

Read only access to projects with timesheet and expenses access.

The Security Groups will be set up with appropriate security permissions, but these can be easily changed. Learn more about managing Security Groups here.

Create a new Security Group

Should you need to create a new Security Group, you can either start one from scratch, or you can copy an existing Security Group, so you do not have to start from a blank set of Permissions.

1. To access your Security Groups, from your Dashboard, head to CMap's Admin area by clicking on the  icon, found on the right-hand side of the page.

2. Under the heading USERS & SECURITY, click Security Groups

3. At the bottom of the table, there are two text fields. Enter a Name and a Description and then click Add

CMap will then automatically open the relevant Security Group screen where you are able to set up the permissions for the Security Group.

Copy an existing Security Group

From the list of Security Groups, find the one you would like to make a copy of and click the Actions drop-down menu on the right-hand side and click Copy.

This will create a copy of the Security Group and store it as Copy of. From here, you can then manage the Security Group. Click here to learn more.

Set security permissions

You can set permissions for each CMap module for each Security Group. Permissions are set for three categories:

  • Access Levels: Controls the areas of CMap that the users can access and the levels of access.
  • Pages: Controls the permissions for each Custom Page created in CMap.
  • Reports: Controls the reports available within the Reports Module.
  • Dashboards: Controls the Dashboards that can be added to a User's Dashboard.

Leaving a module unchecked will not permit access to any area of the module. If you do check a module, then CMap will reveal the elements that have specific permissions.

They are applied in 1 of 3 ways:

Access Level

Description

Options

On/Off

All-or-nothing permissions, applied using a simple checkbox.

Checked: On (users have access)

Unchecked: Off (users don't have access)

Granular Controls

Controls the level or access/control users have to that area, applied using drop-down lists.

No Access: Users are prevented from accessing the area.

Read Only: Users can view information, but cannot make any changes.

Edit: Users can make edits to existing information, but cannot create or delete.

Full Control: Users can add, edit and delete information.

Local or Full Control

Limits the extent to which users can access/edit the system,  applied using drop-down lists.

No Access: Users are prevented from accessing the area.

Local Control: Users are able to make edits, but only to their default office.

Full Control: Users are able to make edits across all offices.

Project permissions are also further separated by My Projects and Other Projects. My Projects relates to any projects where a User has been allocated as Project Owner, Project Manager or Co-pilot. Other Projects relates to any projects owned by other users.

Default Dashboards

The CMap Dashboard is the home landing page for each CMap user when they log into CMap. Using the Security Groups Admin Tool enables you to configure the Default Dashboard Layouts for each Security Group and push these out to all existing Users assigned to that Security Group.

Set up multi-page Dashboards

1. From your Dashboard, go to the Admin tab, by selecting the  icon, which you will find in the right-hand corner of your Dashboard when you log in to CMap.

2. On the left-hand side of your screen, you will see the USERS & SECURITY navigation side extension. Select Security Groups and you will see a list of your Security Groups. 

3. Find the Security Group that you would like to setup the Dashboard for and click Actions. Then select Setup Default Dashboards from the drop-down list. 

4. You will be taken into the Edit Dashboard page in the Security Group Admin page. Here, you can manage the Home Dashboard and also add additional Dashboard pages, by selecting the  icon.

If you do add an additional Dashboard Page, then every dashboard page should remain in edit mode, so that you can flick between editable pages.

You can learn more about how to use and manage Dashboards here

5. Once you have finished editing the Dashboard pages for the Security Group, select Exit Edit Mode and the pages will save.

You can edit additional Dashboard page names, but you cannot edit the Home Dashboard name.

Push out multi-page Dashboards

When you have completed setting up the Dashboard (including any additional pages), you can push them out to everyone in the Security Group.

Go back into the Admin tab and open up your Security Groups. Click Actions and select Refresh Dashboards

When using this functionality, you will be prompted by the warning dialogue currently in place:

However, depending on whether you have created only a single page Home Dashboard or a Multi-Page Default Dashboard, this will result in different scenarios when refreshing users’ Dashboards:

Scenario 1: The default Dashboard is only a single page (such as the Home Dashboard)

Only the Home Dashboard updates to the Default. Any other multi-page Dashboard pages that have been created by individual users will not be updated. 

Scenario 2: A multi-page default Dashboard is created

The Home Dashboard will be updated and any additional Dashboard pages that individual users have set up (excluding Portfolios) will be removed. These will be replaced with the new multi-page default Dashboard. 

Portfolio Pages showing on a user's Dashboard should not be affected by this change, so if Dashboards are refreshed and replaced, any Portfolio pages that the user has set up should remain as they were.

Hey presto! Hopefully you now understand the default Security Groups set up In CMap and know how to create new groups. Once you have done this, you'll be able to set the security permissions for all users within the group. Want to learn more about managing Security Groups? Read our guide here.  

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