Configuring Users and Permissions is a fundamental part of managing a multi-user application. In addition to allowing access to the software, you have to restrict access for some Users, and take licenses into consideration. Setting up Users in SIX is a breeze, and there is flexibility when configuring permissions. Also, Users and Permissions are managed from the SIX Client so you don’t have to go to the server every time you need to add or modify a User account. Click the blue Start button > Setup > Control Panel to get to the Users interface.
The Manage Users interface allows you to manage Users, Groups, Roles and Permissions.
Click the green “New” button to add a User to the list. A name and email is required, but the ability to sign into the software is not (see Users and Resources section below). Check the “Can Sign In” box if you will be creating a login for this User. If a User forgets their Username and /or password and is unable to log into SIX, it can recovered through the login screen.
The “Forgot your password?” link will ask for the email address of the User account, then send the login information to that email address. This eliminates the need to reset the User account.
Each User should have their own login, and the number of Users that can be logged in concurrently is limited by the number of licenses you have purchased.
Groups allow you to organize a set of permissions to assign to Users. By default, SIX will create the “admin” login and assigns it to the Administrator group during installation. The Administrator group, of course, has all permissions allowed and cannot be changed. To create a Group, click the “User Groups” button.
This opens the Manage User Groups interface.
You may want to name your User Groups to correspond with the Roles that you have created. Roles are intended to identify what each User/Resource does within your company. They have nothing to do with permissions, but will allow you to organize your Users. Click the “Roles” button to add or modify Roles.
The Manage Roles interface will open. Click the green “New” button to add a role, or select a Role on the list and type in the Name field to modify.
The Users with the Role “Sales Rep” could be assigned to the User Group “Sales”.
A Sales Rep may not need access to Stencils and Blocks because they will not create drawings, but will need access to Projects. However, they may only need access to their own projects, which would require further permission restriction by unchecking the box “View All Projects”. Also, restricting the ability to delete is important as well.
For a detailed explanation of all of the permissions, please see User Groups and Permissions on our Support Site.
My Account allows you to view your Permissions, Server connection, and Registration information.
Although Permissions, Server, and Registration is read-only, a User can view and change their login information on this screen. Changes to the account are immediate. This is convenient because the User can manage their own login information.
Users and Resources
User – a person granted the ability to log into SIX, a “User” of SIX.
Resource – a person who can be assigned to Projects, Tasks, and Service Orders. You may or may not grant the ability to log into SIX to a resource.
So, the logic statement here is: “Every User is a Resource, but not every Resource is a User.” Why is this important? You can add to the list every person you may ever need for a job without having to create a login for them all. Only those who will actually log into the software needs a User account. Everyone is a Resource.
Let’s say that Jack cannot log into SIX, but Mike does have a login. Both of these resources can be assigned to a work order task to complete installation of equipment.
And since all resources have an email address in the Manage Users interface, the work order can be emailed. There’s no need to log into SIX to see the task.