VISUAL PLANNING 5.3 DOCUMENTATION

Management of the permissions

DEFINITION

The Management of the Permissions allows to protect each planner and to limit the rights of some users groups.

The definition of the rights of a planner is done in two steps:

  1. Allocate groups and/or users that are authorized,
  2. Define the permissions of visualization and modification on the planner.

Then, define in the ADMIN CENTER the rights for each group on the planner.

This feature requires VISUAL PLANNING ENTERPRISE

ADMINISTRATION

View the permissions of the planner

The permissions of a planner are accessible from the ADMIN CENTER,

by clicking on the Planners button:

Then, Right-Click on the planner > Edit permissions

The Permissions window is then opened:

In this window, the existing permissions are easily visible with a left click on each permission.

In addition, it is possible to quickly view the permissions of only one group by selecting it in the list of the authorized groups.

Exemple:

Selecting the group Group 1 in this list allows to only view the permissions of the Group 1.

Create a permission

The creation of a permission is done in the ADMIN CENTER,

by clicking on the Planners button:

Then, Right-Click on the planner > Edit permissions

The Permissions window is then opened:

Select the group which will have the permission in the following list:

Exemple:

Select the group Group 1 in this list will allow to create a permission for the Group 1 only.

Then, select the entity on which the permission will be created via the button:

It is also possible to create a permission by a Right-Click on the entity > Add > … Permission

According to the selected entity, it is possible to create different types of permissions:

  • Visualization permission,
  • Creation permission,
  • Modification permission,
  • Deletion permission.
  • Permissions “read only”

The right part of the window is then opened. The characteristics of the permissions will be precised:

  • according to its type,
  • and its entity.

cf. Types of permissions

Modify a permission

Delete a permission

The deletion of a permission is done in the ADMIN CENTER,

by clicking on the Planners button:

Then, Right-Click on the planner > Edit permissions

The Permissions window is the opened:

Select the permission to delete, and:

  • Click on the button
  • Or Right-Click > Delete:

The permission is deleted for all the groups using this one.

A deletion of a permission can not be cancelled.

Activate permissions

All the permissions can be activated or not.

cf. Activation des permissions

TYPES OF PERMISSIONS

There are four types of permissions:

  • Visualization
  • Creation
  • Modification
  • Deletion

The entities/functionalities on which permissions can be defined are:

Click on the ✔ symbol to directly access to the functionality

VisualizationCreationModificationDeletion
Dimensions
Resources
Forms
Period types
Hourly calendars models
Hourly calendars
Daily calendars models
Daily calendars
Events
Valuation items
Events filters
Resources filters
Target constraints
Coherency constraints
Events creation rules
Events hierarchy
Workloads
Events reports
Time periods
Favorite displays
Exports events
Exports resources
Imports events
Imports resources

The permission “read only” allows to forbid all the rights for all the groups. This type of permission is called “Forbidden to xxx”

Permissions on the Dimensions

To know more about the dimensions: cf. Dimensions

Creation of the Dimensions

The characteristics of this permission are:

Name

This is the name of this permission. If checked, it replaces the default name of the permission and it is visible in the tree on the left.

Description

It is an optional description of the permission. This description will appear in the tooltip of the permission (It is particulary useful when there are many permissions of the same type).

Groups

It is the list of the groups that have this permission.

Forbid

This checkbox allows, if checked, to forbid the creation of all the dimensions.

Deletion

It is the definition of the groups that have the permission of deletion on the dimensions that were created.

The groups can be:

  • All: all the groups that can modify the dimensions can delete the dimensions that were created.
  • Creators groups: only the groups which have the rights to create those dimensions can delete the dimensions.
  • Permission groups: only the groups which have the permissions can delete the dimension.
Modification

It is the definition of the groups that have the permission of modification on the dimensions that were created.

The groups can be:

  • All: all the groups that can modify the dimensions can delete the dimensions that were created.
  • Creators groups: only the groups which have the rights to create those dimensions can delete the dimensions.
  • Permission groups: only the groups which have the permissions can delete the dimension.

Modification of the Dimensions

The characteristics of this permission are:

Name

This is the name of this permission. If checked, it replaces the default name of the permission and it is visible in the tree on the left.

Description

It is an optional description of the permission. This description will appear in the tooltip of the permission (It is particulary useful when there are many permissions of the same type).

Groups

It is the definition of the groups that have this permission.

Apply to data

It is the dimensions that can be modified with this permission.

Deletion of the Dimensions

A Deletion permission allows to delete one or several dimensions.

Name

This is the name of this permission. If checked, it replaces the default name of the permission and it is visible in the tree on the left.

Description

It is an optional description of the permission. This description will appear in the tooltip of the permission (It is particulary useful when there are many permissions of the same type).

Groups

It is the definition of the groups which have this permission.

Apply to data

It allows to define the dimensions that can be deleted.

Permissions on the Resources

To know more about the resources: cf. Resources

Visualization of the Resources

When creating this permission, select the Dimension of the resources.

Define a Visualization permission for each dimension.

The characteristics of this permission are:

Name

This is the name of this permission. If checked, it replaces the default name of the permission and it is visible in the tree on the left.

Description

It is an optional description of the permission. This description will appear in the tooltip of the permission (It is particulary useful when there are many permissions of the same type).

All headings

This checkbox makes all the headings of the dimension visible.

Apply to headings

If the previous box is unchecked, define which headings of the dimension are visible.

Groups

Define the groups that have this permission.

Input condition

Define the resources that are visible with this permission.

To do so:

  • Select a Resources filter that exists in the list
  • Create a new customized Resources filter of the dimension for this permission.

Creation of the Resources

When creating the permission, select the dimension of the resources.

If necessary, define a Creation permission for each dimension.

The characteristics of this permission are:

Name

This is the name of this permission. If checked, it replaces the default name of the permission and it is visible in the tree on the left.

Description

It is an optional description of the permission. This description will appear in the tooltip of the permission (It is particulary useful when there are many permissions of the same type).

All headings

This checkbox allows to precise that it is possible to create all the headings of the resources.

Apply to headings

If the previous box is unchecked, define which headings can be seize when creating resources.

Mandatory heading

It define which headings has to be necessarily seize when creating resources.

All settings

The settings of the resources are:

  • the hourly calendar
  • the daily calendar
  • the icon
  • the color
  • the events creation rule

This checkbox allows to precise if it is possible to seize all these resources parameters.

Apply settings

If the previous box is unchecked, define the parameters to seize when creating resources.

Groups

Define the groups that have this permission.

Forbid all

This checkbox forbids the creation of any resource of the dimensions.

In case of multi-group or multi-permissions: This option overrides other permissions.

This means that if it is checked, the prohibition wins over all others.

Output condition

Define the state in which the created resources must be after the creation.

To do so:

  • either select an existing resources filter of the dimension into the list
  • or create a new customized filter of the dimension for this permission.

If the creation does not respect the output condition, then, the creation is not made.

Modification of the Resources

When creating this permission, select the dimension of the resources.

It may be necessary to define a modification permission for each dimension.

The characteristics of this permission are:

Name

This is the name of this permission. If checked, it replaces the default name of the permission and it is visible in the tree on the left.

Description

It is an optional description of the permission. This description will appear in the tooltip of the permission (It is particulary useful when there are many permissions of the same type).

All headings

This checkbox allows to precise if it is possible to modify all the headings of the resources.

Apply to headings

If the previous box is unchecked, define which headings are modifiable on the resources that can be modified.

Mandatory heading

It define which modifiable headings has to be necessarily filled when resources are modified.

All settings

The parameters of the resources are:

  • the hourly calendar
  • the daily calendar
  • the icon
  • the colour
  • the events creation rule

This checkbox allows to precise if it is possible to modify all these parameters.

Apply settings

If the previous box is unchecked, define which parameters are modifiable on the resources that can be modified.

Groups

Define the groups that have this permission.

Forbid all

This checkbox forbids the modification of all the resources of the dimension.

In case of multi-group or multi-permissions: This option overrides other permissions.

This means that if it is checked, the prohibition wins over all others.

Input condition

Define the state in which the resources must be before the modification.

To do so:

  • either select an existing resources filter of the dimension into the list
  • or create a new customized filter of the dimension for this permission.
Output condition

Define the state in which the resources must be after the modification.

To do so:

  • either select an existing resources filter of the dimension into the list
  • or create a new customized filter of the dimension for this permission.

If the modification respects the input condition but does not respect the output condition, then, the modification is not made.

Deletion of the Resources

A deletion permission allows to delete one or several entities.

Name

This is the name of this permission. If checked, it replaces the default name of the permission and it is visible in the tree on the left.

Description

It is an optional description of the permission. This description will appear in the tooltip of the permission (It is particulary useful when there are many permissions of the same type).

Groups

Define the groups that have this permission.

Forbid all

This checkbox allows to forbid any resources deletion for the defined groups.

In case of multi-group or multi-permissions: This option overrides other permissions.

This means that if it is checked, the prohibition wins over all others.

Input condition

If the previous box is checked, this characteristics allows to define with a filter the resources that can be deleted.

Permissions on the forms

The permissions of the forms are handled the same way as those of the dimensions.

cf. Permissions on the dimensions

To know more about the forms: cf. Forms

Permissions on the Period types

The permissions of the Period types are handled the same way as those of the dimensions.

cf. Permissions on the dimensions

To know more about the Period types: cf. Period Type

Permissions on the Hourly calendars models

The permissions on the Hourly calendars models are handled the same way as those on the dimensions.

cf. Permissions on the dimensions

To know more about the Hourly calendars models: cf. Hourly calendars models

Permissions on the Hourly calendars

The permissions on the Hourly calendars are handled the same way as those on the dimensions.

cf. Permissions on the dimensions

To know more about the Hourly calendars: cf. Hourly Calendar

Permissions on the Daily calendars models

The permissions on the Daily calendars models are handled the same way as those on the dimensions.

cf. Permissions on the dimensions

To know more about the Daily calendars models: cf. Daily calendars models

Permissions on the Daily calendars

The permissions on the Daily calendars are handled the same way as those on the dimensions.

cf. Permissions on the dimensions

To know more about the Daily calendars: cf. Daily calendars

Permissions on the Events

To know more about the events: cf. Events

Visualization of the events

The characteristics of this permission are:

Name

This is the name of this permission. If checked, it replaces the default name of the permission and it is visible in the tree on the left.

Description

It is an optional description of the permission. This description will appear in the tooltip of the permission (It is particulary useful when there are many permissions of the same type).

All headings

This checkbox allows to precise that all the headings of the forms are visible.

Apply to headings

If the previous box is unchecked, precise which forms headings are visible.

All items

This checkbox allows to precise that all the valuation items are visible.

Apply to valuations items

If the previous box is unchecked, precise which valuation items are visible.

Groups

Define the groups that have this permission.

Input condition

Define which resources are visible with this permission.

To do so:

  • either select an existing events filter into the list
  • or create a new customized events filter for this permission.

Creation of the Events

The characteristics of this permission are:

Name

This is the name of this permission. If checked, it replaces the default name of the permission and it is visible in the tree on the left.

Description

It is an optional description of the permission. This description will appear in the tooltip of the permission (It is particulary useful when there are many permissions of the same type).

All attributes

The attributes of the events are:

  • the start date
  • the end date
  • the duration
  • the load
  • the type of load
  • the achievement
  • the automatic achievement
  • the note
  • the event type
  • the working notion

This checkbox precises if it is possible to seize all these attributes when creating events.

Apply to

If the previous box is unchecked, precise which attributes may be seized when creating events.

All headings

This checkbox authorises to seize all the headings of the forms when creating events.

Allow change

This checkbox defines if the form can be changed or not when creating events.

Apply to headings

If the All headings box is unchecked, define which headings of the forms may be seized when creating events.

All dimensions

This checkbox authorises to seize all the resources of the events when creating events.

Apply dimensions

If the previous box is unchecked, define which resources can be seized when creating events.

All items

This checkbox authorises to seize all the valuation items when creating events.

Allow change

This checkbox defines if the valuation item (adding, deleting a valuation item) is authorised or not for this permission.

Apply to valuations items

If the All items box is unchecked, define which valuation items may be seized for the events.

Groups

This is the list of the groups that have this permission assigned.

Forbid all

If checked, this box forbids the events creation.

In case of multi-group or multi-permissions: This option overrides other permissions.

This means that if it is checked, the prohibition wins over all others.

Output condition

Define the state in which the created events must be after the creation.

To do so:

  • either select an existing events filter into the list
  • or create a new customized events filter for this permission.

If the creation does not respect the output condition, then, the creation is not made.

Modification of the Events

The characteristics of this permission are:

Name

This is the name of this permission. If checked, it replaces the default name of the permission and it is visible in the tree on the left.

Description

It is an optional description of the permission. This description will appear in the tooltip of the permission (It is particulary useful when there are many permissions of the same type).

All attributes

The attributes of the events are:

  • the start date
  • the end date
  • the duration
  • the load
  • the type of load
  • the achievement
  • the automatic achievement
  • the note
  • the type of event
  • the working notion

If checked, this box permits the modification of all these attributes.

Apply to

If the previous box is unchecked, define which attributes are modifiable on the events that can be modified.

All headings

This checkbox allows the modification of all the headings of the forms.

Allow change

This checkbox allows to define if the form can be changed or not in this permission.

Apply to headings

If the All headings box is unchecked, define which headings of the forms can be modified.

All dimensions

This checkbox allows the modification of all the resources of the events.

Apply dimensions

If the previous box is unchecked, define which dimensions are modifiable on the events that can be modified.

All items

This checkbox authorises the modification or not of all the valuation items.

Allow change

This checkbox allows to define if the valuation item (adding, deleting a valuation item) may be changed or not in this permission.

Apply to valuations items

If the All items box is unchecked, define which valuation items can be modified for the events.

Groups

Define which groups have this permission.

Forbid all

This checkbox forbids all the modifications for all the events.

In case of multi-group or multi-permissions: This option overrides other permissions.

This means that if it is checked, the prohibition wins over all others.

Input condition

Define which events can be modified for this permission.

To do so:

  • either select an existing events filter into the list
  • or create a new customized events filter for this permission.
Output condition

Define the final state in which the modified events must be after the modification.

To do so:

  • either select an existing events filter into the list
  • or create a new customized events filter for this permission.

Deletion of the events

A deletion permission allows to delete one or several entities.

Name

This is the name of this permission. If checked, it replaces the default name of the permission and it is visible in the tree on the left.

Description

It is an optional description of the permission. This description will appear in the tooltip of the permission (It is particulary useful when there are many permissions of the same type).

Groups

Define the groups that have this permission.

Forbid all

This checkbox forbids any deletion of events for the groups of the permission.

In case of multi-group or multi-permissions: This option overrides other permissions.

This means that if it is checked, the prohibition wins over all others.

Input condition

If the previous box is checked, it allows to define with an events filter which events can be deleted.

Permissions on the valuation items

To know more about the valuation items: cf. Valuation items

Visualization of the Valuation items

The characteristics of this permission are:

Name

This is the name of this permission. If checked, it replaces the default name of the permission and it is visible in the tree on the left.

Description

It is an optional description of the permission. This description will appear in the tooltip of the permission (It is particulary useful when there are many permissions of the same type).

Groups

Define the groups that have this permission.

Apply to data

Define the valuation items that are visible with this permission.

Creation of the Valuation items

The characteristics of this permission are:

Name

This is the name of this permission. If checked, it replaces the default name of the permission and it is visible in the tree on the left.

Description

It is an optional description of the permission. This description will appear in the tooltip of the permission (It is particulary useful when there are many permissions of the same type).

Groups

Define the groups that have this permission.

Forbid

If checked, this box forbids the creation of all the valuation items.

Allow only private

If unchecked, this checkbox authorises only the creation of private valuation items.

Deletion

Define the groups that have a deletion permission on the valuation items that were created.

These groups can be:

  • All : all the groups that have the rights to modify the valuation items can delete the valuation item that were created.
  • Creators groups : only the groups that have the rights to create these valuation items can delete the valuation item that were created.
  • Permission groups : only the groups that have the permission can delete the valuation item that were created.
Modification

Define the groups that have a modification permission on the valuation items that were created.

These groups can be:

  • All : all the groups that have the rights to modify the valuation items can modify the valuation item that were created.
  • Creators groups : only the groups that have the rights to create these valuation items can modify the valuation item that were created.
  • Permission groups : only the groups that have the permission can modify the valuation item that were created.
Visualization

Define the groups that have a visualization permission on the valuation items that were created.

These groups can be:

  • All : all the groups that have the rights to modify the valuation items can visualize the valuation item that were created.
  • Creators groups : only the groups that have the rights to create these valuation items can visualize the valuation item that were created.
  • Permission groups : only the groups that have the permission can visualize the valuation item that were created.

Modification of the Valuation items

The characteristics of this permission are:

Name

This is the name of this permission. If checked, it replaces the default name of the permission and it is visible in the tree on the left.

Description

It is an optional description of the permission. This description will appear in the tooltip of the permission (It is particulary useful when there are many permissions of the same type).

Groups

Define the groups that have this permission.

Apply to data

Define the valuation items that are modifiable with this permission.

Deletion of the Valuation items

A deletion permission allows to delete one or several valuation items.

Name

This is the name of this permission. If checked, it replaces the default name of the permission and it is visible in the tree on the left.

Description

It is an optional description of the permission. This description will appear in the tooltip of the permission (It is particulary useful when there are many permissions of the same type).

Groups

Define the groups that have this permission.

Apply to data

It defines which valuation items can be deleted.

Permissions on the Events filters

The permissions on the events filters are managed the same way as those on the valuation items.

cf. Permissions on the valuation items

To know more about the events filters: cf. Events filters

Permissions on the Resources filters

The permissions on the resources filters are managed the same way as those on the valuation items. But before, choose the right dimension.

cf. Permissions on the valuation items

To know more about the resources filters: cf. Resources filters

Permissions on the Target constraints

The permissions on the Target constraints are managed the same way as those on the dimensions.

cf. Permissions on the dimensions

To know more about the target constraints: cf. Target Constraints

Permissions on the Coherency constraints

The permissions on the Coherency constraints are managed the same way as those on the dimensions.

cf. Permissions on the dimensions

To know more about the coherency constraints: cf. Coherency Constraints

Permissions on the Events creation rule

The permissions on the Events creation rule are managed the same way as those on the dimensions.

cf. Permissions on the dimensions

To know more about the Events creation rule: cf. Events creation rule

Permissions on the Events hierarchy

The permissions on the Events hierarchy are managed the same way as those on the dimensions.

cf. Permissions on the dimensions

To know more about the Events hierarchy: cf. Events hierarchies

Permissions on the Workloads

The permissions on the Workloads are managed the same way as those on the valuation items.

cf. Permissions on the valuation items

To know more about the Workloads: cf. Workloads

Permissions on the Events reports

The permissions on the Events reports are managed the same way as those on the valuation items.

cf. Permissions on the valuation items

To know more about the Events reports: cf. Events reports

Permissions on the Time period

The permissions on the Time period are managed the same way as those on the dimensions.

cf. Permissions on the dimensions

To know more about the Time period: cf. Time period

Permissions on the Favorite displays

The permissions on the Favorite displays are managed the same way as those on the valuation items.

cf. Permissions on the valuation items

To know more about the Favorite displays: cf. Favorite displays

Permissions on the Predefined views

The permissions on the Predefined views are managed the same way as those on the valuation items.

cf. Permissions on the valuation items

To know more about the Predefined views: cf. Predefined views

Permissions on the Exports events

To know more about the Exports events: cf. Export Events

Visualization of the Exports events

The characteristics of this permission are:

Name

This is the name of this permission. If checked, it replaces the default name of the permission and it is visible in the tree on the left.

Description

It is an optional description of the permission. This description will appear in the tooltip of the permission (It is particulary useful when there are many permissions of the same type).

Groups

Define the groups that have this permission.

Apply to data

Define the Exports events contexts that are visible with this permission.

Creation of the Exports events

The characteristics of this permission are:

Name

This is the name of this permission. If checked, it replaces the default name of the permission and it is visible in the tree on the left.

Description

It is an optional description of the permission. This description will appear in the tooltip of the permission (It is particulary useful when there are many permissions of the same type).

Groups

Define the groups that have this permission.

Forbid

If checked, this box forbids the creation of all the Exports events contexts.

Deletion

Define the groups that have the deletion permission on the Exports events contexts that were created.

These groups can be:

  • All: all the groups that have the rights to create the Exports events contexts can delete the Exports events contexts that were created.
  • Creators groups: only the groups that have the rights to create the Exports events contexts can delete the Exports events contexts that were created.
  • Permission groups: only the groups that have the permission can delete the Exports events contexts that were created.
Modification

Define the groups that have the modification permission on the Exports events contexts that were created.

These groups can be:

  • All: all the groups that have the rights to create the Exports events contexts can modify the Exports events contexts that were created.
  • Creators groups: only the groups that have the rights to create the Exports events contexts can modify the Exports events contexts that were created.
  • Permission groups: only the groups that have the permission can modify the Exports events contexts that were created.
Visualization

Define the groups that have the visualization permission on the Exports events contexts that were created.

These groups can be:

  • All: all the groups that have the rights to create the Exports events contexts can visualize the Exports events contexts that were created.
  • Creators groups: only the groups that have the rights to create the Exports events contexts can visualize the Exports events contexts that were created.
  • Permission groups: only the groups that have the permission can visualize the Exports events contexts that were created.

Modification of the Exports events

The characteristics of this permission are:

Name

This is the name of this permission. If checked, it replaces the default name of the permission and it is visible in the tree on the left.

Description

It is an optional description of the permission. This description will appear in the tooltip of the permission (It is particulary useful when there are many permissions of the same type).

Groups

Define the groups that have this permission.

Apply to data

Define all the Exports events contexts that can be modified with this permission.

Deletion of the Exports events

A deletion permission allows to delete one or several Exports events contexts.

Name

This is the name of this permission. If checked, it replaces the default name of the permission and it is visible in the tree on the left.

Description

It is an optional description of the permission. This description will appear in the tooltip of the permission (It is particulary useful when there are many permissions of the same type).

Groups

Define which groups have the permissions.

Apply to data

Define which Exports events contexts can be deleted with this permission.

Permissions on the Exports resources

The Exports resources permissions are managed the same way as the Exports events permissions.

cf. Permissions on the Exports events

To know more about the Exports resources: cf. Export Resources

Permissions on the Imports events

The Imports events permissions are managed the same way as the Exports events permissions.

cf. Permissions on the Exports events

To know more about the Imports events: cf. Import Events

Permissions on the Imports resources

The Imports resources permissions are managed the same way as the Exports events permissions.

cf. Permissions on the Exports events

To know more about the Imports resources: cf. Import Resources

Permissions on the Chatrooms

Only Visualization permissions are provided.

The Chatrooms Visualization permissions are managed the same way as the Visualization permissions of the Valuation items .

cf. Permissions on the Valuation items

To know more about the Valuation items: cf. Valuation item

Print/export
Languages
Translations of this page: