Facility Management - Admin (Access and Permissions)
Before a user can access reports within Facility Management, they will need to be given the correct access and permissions.
- Access to Facility Management is assigned within the naus Platform
- User permissions are then set by assigning users to a Group within Facility Management.
The following article provides information for each of these steps.
1. Giving Users Access to Facility Management
Facility Management is accessed by clicking on the blue Facility Management tile within the naus Platform. This tile will not be visible to a user unless they have been granted access.
A naus administrator will need to edit add the required permissions to a user’s naus account permissions.
1/ Select admin from the top right-hand corner of the naus home page and click on Manage Users.
2/ Locate the user and hover over actions and select Edit.
3/ Use the checkboxes to assign the relevant role from the two Facility Management permissions.
FM Product Admin: This role will give the user permission to manage users and groups within Facility Management.
FM Product Admin users will not be able to access reports. To do this they must also be assigned as an FM User.
FM User: All Facility Management users must be assigned this role to access information within Facility Management. If this role is not assigned, the user will not see the Facility Management tile within the naus Platform.
2. Available User Permissions Within Facility Management
An example of both the Standard and Premium subscriptions have been provided below.
Permissions and Report Types have been highlighted in colour to illustrate which reporting area they relate to within the left-hand menu.
Premium Subscription:
2.1. Permissions
Mass Management Administrator: Will give the user the ability to update configuration settings within mass management. We suggest this permission is restricted as the configuration will feed through to the ticketing system.
Data Exports: Will give the user access to request and view data exports from the data export tool.
2.2. Report Types
Assigning a Report Type permission will give users the ability to see that report type.
Mass Breach: Access to view Overloaded Vehicles Report.
Operational: Access to view and Run Operational Reports.
Operational- Edit: Access to view and edit any operational custom reports. Restricted Access Advised.
Administration: Access to View and Run Administration Reports.
System Status: Access to View and Run System Status Reports.
Security & Audit: Access to View and Run Security & Audit Reports.
Insights View: Access to View Facilities Insights.
3. Assigning Group Permissions Within Facility Management
Once a user has been granted permission to access Facility Management, they must be assigned to a Group before they can access reports.
The group that a user belongs to within Facility Management will determine which reports and functions the user will have access to.
- Only users assigned the FM Product Admin role will have the ability to update group permissions.
- Group permissions are managed within the Facility Management product.
- The Admin tab within Facility Management will only be visible to users who have the FM Product Admin role assigned.
- The permissions that you see within the Admin tab will be determined by the Facility Analytics & Reporting subscription that you have (Standard or Premium).
Once a user has been assigned to a Group, they will only see the menu items that relate to the permissions they have been given.
4. Managing Groups Within Facility Management
There will be no Groups pre-defined within your subscription so you will need to create your own Groups.
The reports that your users can access will be determined by the Group they are assigned to and the permissions that have been set within that Group.
4.1. How to Create a New Group
1/ - Select Groups from the left-hand menu.
2/ Select Create Group.
3/ Enter a Group Name.
4/ Enter a Group Description (optional).
5/ Use the checkboxes to assign permissions to the group.
6/ Click Save.
4.2. How to Edit or Delete an Existing Group
1/ Select Groups from the left-hand menu.
2/ Click on the three dots on the right-hand side of an existing group.
3/ Choose Edit or Delete.
If you delete a group remember that users assigned to that group will need to be re-assigned to another group.
5. Managing Users Within Facility Management
The Group a user is assigned to will determine which reports they can access.
5.1. How to Add Users to a Group
1/ Select Users from the left-handed menu.
2/ Use the search field to help you locate Users.
3/ Once you have located the User you wish to edit, click Edit.
4/ Click Change Group.
5/ Select the relevant group from the dropdown.
6/ Click Save.
6. Troubleshooting
- All new users once added to Facility Management will be added to a Default group, this group will have no permissions. Please ensure you allocate a group to all users to ensure they can access relevant Facility Management Areas.
- If a new user does not appear, log out of Facility Management and back in to refresh your page.
- New users may experience a delay of up to one hour before they can see report data. If this delay extends past one hour, please contact Mandalay support.