×
Menu
Index

Security

 
 
 
Security settings in PMWeb are configured by user groups. A security "group" can consist of many users or only one.
 
Important note: Security rights assigned here can be modified by configuration and setting choices in other parts of PMWeb, in for example:
Permissions can also be extended in some instances by including users in Visual Workflow for a record that they would not normally have access to.
 
Security
1

CONTROL PANEL

1. CONTROL PANEL
2

BREADCRUMBS BAR

2. BREADCRUMBS BAR
3

TABS

3. TABS
 
Generally, to define security settings for your database, complete the tabs in left-to-right order.
4

HEADER TOOLBAR

4. HEADER TOOLBAR
 
Use the dropdown list to select a user group to view
5

DATA FIELDS

5. DATA FIELDS
  • Group Field - Required. Enter a unique ID for the group.
  • Description Field - Required. A name for the group.
6

OPTIONS TABLE

6. OPTIONS TABLE
 
Use this table to grant special permissions to the selected group:
  • --Default-- - If checked this group will default when creating new users on the Define Users Tab
  • --Guest-- - Check this box if the group is comprised of users with a License Type of "Guest" (see Define Users Tab). Checking this box disables some of the options listed below.
  • Can change Due Date in Procurement - users assigned to the group can edit the Due Date field in Bid Package Header Fields
  • Can Copy Project - users assigned to the group can click the Copy Project button in Projects
  • Can Edit WBS in Program - users assigned to the group can edit the default WBS in the Programs Projects Tab
  • Can Edit WBS in Project - users assigned to the group can edit the default WBS in Projects
  • Can Execute Move - users assigned the group can click the Execute Moves button in the Move Plans
  • Can Lock/Unlock Schedule - users assigned to the group can click the Locked/Unlocked toggle button in Schedules
  • Can Make Companies Active/Inactive - users assigned to the group can click the Active/Inactive toggle button in Companies
  • Can Make Locations Active/Inactive - users assigned to the group can click the Active/Inactive toggle button in the Locations
  • Can Make Projects Active/Inactive - users assigned to the group can click the Active/Inactive toggle button in the  Projects
  • Can Send Notifications - users assigned to the group can click the Notification Button in the header toolbar of records and click the Add button in the toolbar in the Notifications Tab of records
  • Custom Form Administrator - users assigned to the group can edit fields on the Form Builder Permissions Tab
  • Document Manager Administrator - users assigned to the group can add, delete, and edit document folders including the use of the Edit Folder Dialog
  • Events Administrator - users assigned to the group can snooze, dismiss, and delete events for all users (not just themselves) in the Event Center
  • Lease Administrator - users assigned to the group can view, create, edit, and delete Lease Administrator records. A special permission is needed here because Lease Administrator records can contain data from more than one location.
  • PMWeb Report Administrator - users assigned to the group can edit permissions for PMWeb Reporting records
  • Report Manager Administrator - users assigned to the group can add and delete custom reports in BI Reporting
7

PERMISSIONS TABLE

7. PERMISSIONS TABLE
Use this table to assign rights to modules, record types, sections, and tabs. Expand the table to edit rights by checking and unchecking boxes.
 
Module and record type permissions are:
  • Full Control - users assigned to the group can view, create, delete, and edit records of that type. Checking this box automatically checks all of the others in the line.
  • View - users assigned to the group can view records of that type in the Manager Page and in the Select Record Dropdown
  • Create - users assigned to the group can create new records of that type
  • Delete - users assigned to the group can delete records of that type
  • Edit - users assigned to the group can edit records of that type
 
Expand lines in the table to view sub-tables with additional settings. Note that checking boxes at the table level can also check them at sub-table level but only when the sub-table is expanded. The example below shows the Meeting Minutes record type expanded to display security permissions for individual fields in the record header:
 
Field and tab permissions are:
  • View - users assigned to the group can view the tab or field in records of that type
  • Edit - users assigned to the group can edit the field or lines in the tab in records of that type