Set Up a Dashboard User

  • Updated

Who this feature is for

  • Dashboard Users with access to Dashboard Users page in the Assignar Web App
  • Admins responsible for setting up Assignar

 

How to add a Dashboard User

  1. Go to Resources > Dashboard Users
  2. Click +Add new dashboard user
  3. Fill out required fields
  4. Save User

Set up user permissions

After you've created and saved the dashboard user's information, you'll need to set up their user access permissions. These settings control which types of data the user can create and edit in the Assignar Web App.

  1. After you click Save User, you'll be directed to the User Access page.
  2. Select the appropriate permissions for the user
  3. Save access settings
  4. The new dashboard user will now be able to log in to the Assignar Web App using your company's Client ID & their username (or email)

Field Description
View Dashboard When enabled, this user will have access to view the Assignar Dashboard.
Add Projects/Clients When enabled, this user will be able to setup Projects and Clients.
Add Tasks (Roles) /Assets (Equipment) When enabled, this user will be able to setup Certificates, Equipment, Roles.
Documents When enabled, this user will be able to setup Documents.
Skills Competencies When enabled, this user will be able to setup Skills, Competencies and Inductions.
Orders When enabled, this user will be able to setup Orders and Assignments.
View timesheets/Dockets When enabled, this user will be able to manage Timesheets and Dockets.
Add Users When enabled, this user will be able to setup users to Assignar.
SMS When enabled, this user will be able to send or receive SMS messages from Assignar.
View Reports  When enabled, this user will be able to create and generate reports. Note, this needs to be toggled on to see the notifications from the Assignar Web App.
Forms When enabled, this user will be able to set up Forms.
Payroll When enabled, this user will have access to Payroll information.
Invoices When enabled, this user will be able to view invoices.
Charge Rates When enabled, this user will be able to set up Charge Rates.
Pay Rates When enabled, this user will be able to set up Pay Rates.
Chargeable Items When enabled, this user will be able to set up Chargeable Items on an Order.
Suppliers When enabled, this user will be able to set up Supplier information.
Settings When enabled, this user will be able to view and edit company-wide settings.
Data Import When enabled, this user will be able to import data in Settings.
Edit Asset Ranking When enabled, this user will be able to view and edit asset (equipment) ranking.
Edit Supplier Ranking When enabled, this user will be able to view and edit supplier ranking.
Webhooks When enabled, this user will be able to administer webhooks.
Form Results only When enabled, this user will be able to have access to Form Results
Read Only When enabled, users will only be able to view the modules that are enabled above.
Disable Tag Actions  When enabled, users will not be able to add or delete tags.

 

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