USERS CONFIGURATION
HOW TO CONFIGURE THE DIFFERENT USERS JOBTYPE & ROLE
The Users Management section allows you to define and configure the roles and permissions of different users within Optima.
This applies the most to User of full licences who have by default access to all pages and functions.
Within this section, several pages facilitate the configuration and assignment of users to job types and user groups.
Jobtypes
Each user is assigned a Jobtype that can be created here. Click the edit icon to view the details of each job type and edit them if necessary.
Every Jobtype linked to a full licence can be configured to restrict access to certain pages and functions based on their needs and role within the company. see Settings / Users Management / Jobtype details.
For example, access to the Configuration and Settings pages and functions can be assigned only to administrator role
Most of the job types are defined during the implementation phase and can only be changed by the system administrator.
To create a new job type, contact your system administrator.
From this page, each jobtype is assigned permissions for full or restricted access to specific pages and functions.
The items are displayed in a hierarchical interactive tree.
By double-clicking on different nodes of the tree, users can toggle the authorisation of menu entries, pages, and functions within the application:
- Double-clicking on a menu entry that contains sub-entries will disable the selected entry and all its child entries.
- Double-clicking on a menu entry that does not contain sub-entries will disable only the selected entry.
These permissions are defined during the implementation phase and can only be changed by the system administrator.
To edit the permissions of a job type, contact your system administrator.
User groups indicate the function of employees within the organisation. This data is useful for creating reports or filtered views.
The system offers a wide range of actions that users can use to generate interactive reports or specific views.
To learn more about the available functionalities and the reports and views that can be generated via the "Actions" menu items, refer to the "How to use the action menu" article.
These user groups are defined during the implementation phase and only the system administrator can change them.
To create or edit a user group, contact your system administrator.
In this section, new users of Optima can be created and existing users can be modified.
By clicking on a user's name in the left column, the complete details of the user appear on the right side of the screen.
The upper part displays Master Data; the lower part contains further details of the user.
To delete a user, click the edit button in the Master Data section and then delete the user.
USER MASTER DATA
Each row can be edited by clicking the Edit icon.
Click the Create button to add new records.
Each entry can also be deleted by clicking the Delete button.
USER DATA GROUPS
This area allows you to assign specific data groups to each user, such as access to a particular location or department.
To create a new entry, click the + sign. To modify the data, click the edit icon.
Job Types
In this area, Job
Types can be associated to the users.
To Create new entry click on the + Sign.
By clicking on the Edit Icon the data can be modified or the entry can be deleted.
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