If it is necessary to restrict components and make them available only to certain users, sections can be used.
Note: Using sections often leads to problems and confusion, such as when a user creates a job for another user on a component that belongs to a section the second user does not have access to. Therefore, ensure it is absolutely necessary to use sections before implementing them, as they can cause more confusion than benefit if not managed properly.
Rules
- A user assigned to a section can see components and jobs in that section, as well as components and jobs that are not assigned to any section.
- A user who is not assigned to a section can see all components and jobs. For this reason, administrators typically should not be assigned to any section. To hide components and jobs from other users, those users must be assigned to a section.
- A user can only be assigned to one section.
- A section can have multiple subsections.
- If a parent component is assigned to a section, all its child components will automatically belong to the same section.
Example
We have a component called HSQE (Health, Safety, Quality, and Environment), which is for all jobs related to HSQE tasks. We want to hide these jobs from all other users except our HSQE personnel. To achieve this, we create an HSQE section and assign this section to our HSQE users.
HSQE User:
Other User:
Create section
- Go to Users / Sections.
- Click "New Section".
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Enter a section number.
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Enter a name for the section.
If you already have sections that you want to include in this section, you can add them as subsections.
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Add the component(s) that should be visible to users with access to this section.
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Add the user(s) who should have access to the section.
- Click "Create".
Delete Section
A section must be assigned to at least one user in order to be saved, and a section cannot be deleted if it is assigned to a user. To remove a section, you must first remove the section from the assigned users.
It is possible to remove all users except one from a section. After this, the last user must be edited, and the "section" field for the user must be cleared. Once this is done, the section can be deleted.
- Click on the user under Users in the section.
- Edit User
- Remove the text in the "Section Number" field.
- Save.
- Go back to "Sections."
- Select the section to be deleted (which now has no users assigned).
- Click "Delete."
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