Manage a Permission Set

Create a Permission Set

Before You Begin

You must be logged in with administrator privileges.

About This Task

By creating a set of common permissions, you can later assign the set to users or user groups.

Procedure

  1. In the module navigation menu, navigate to Permission Sets.
  2. Select Add New Permission Set.
  3. In the Permission Set Name box, enter a name for the permission set.
  4. Optional: Enter a description.
  5. In the Permissions section, select the check box next to each permission that you want to assign to the permission set.
    Tip: Select a permission category to select or clear all permissions in that category.
  6. Select Save.

Results

The permission set is created and displayed in the Permission Sets table.

What To Do Next

Modify a Permission Set

Before You Begin

  • You must be logged in with administrator privileges.
  • You must have at least one permission set to modify.

About This Task

You can modify existing permission sets.

Important: Removing or altering permissions to existing features can inadvertently disable user access to required features. Any changes to permission sets affects users and associated user groups.

Procedure

  1. In the module navigation menu, navigate to Permission Sets.
  2. Select the row containing the permission set you want to modify.
    Tip: To freeze a column so that it remains visible when you scroll horizontally, or to hide a column, hover over the name of the column you want to freeze or hide, select , and then select your desired action.
  3. Make changes as needed. The permissions set must retain a valid name and at least one feature.
    Tip: Select a permission category to select or clear all permissions in that category.
  4. Select Save.
    The changes to the permission set are saved.

Delete a Permission Set

Before You Begin

  • You must be logged in with administrator privileges.
  • You must have at least one permission set to delete.

About This Task

You can delete existing permission sets.

Procedure

  1. In the module navigation menu, navigate to Administration > Permission Sets.
  2. In the row containing the permission set that you want to delete, select , and then select Delete Permission Set.
    Tip: To freeze a column so that it remains visible when you scroll horizontally, or to hide a column, hover over the name of the column you want to freeze or hide, select , and then select your desired action.
    The Delete Permission Set window appears.
  3. Select Confirm.

Results

The permission set is deleted and removed from the Permission Sets table.

Activate or Disable Permission Sets or Permissions for Assets

Before You Begin

You must be logged into Predix Essentials as a user administrator.

About This Task

Deactivating a permission set for a user removes access to those features. Deactivating the permission set prevents the user from accessing features associated with that permission set. A user without any permission sets can continue to log in to Predix Essentials. However, the user is unable to use any features. You must add permission sets to the user, or assign a user to a user group, to regain access to features. You can also deactivate access to assets for users and user groups. Deactivating all assets also deactivates all asset-related features.

Procedure

  1. In the module navigation menu, select Administration > Users.
  2. Select the row containing the user for whom you want to activate or disable permission sets or permissions for assets.
    Tip: To freeze a column so that it remains visible when you scroll horizontally, or to hide a column, hover over the name of the column you want to freeze or hide, select , and then select your desired action.
    The Edit User page appears.
  3. In the Edit User page, do one of the following:
    Doing thisAchieves this
    In the row containing the permission set you want to remove, select , and then select Remove Assignment.Removes user access to those features.
    Select Assign Permission Set, and then select an existing permission set or create a new permission set.Grants feature access for the user.
  4. Repeat the previous step for each permission set and asset as needed.
  5. Select Done.
    Tip: To disable a user, remove all the assigned permissions sets and groups from that user.

Results

Changes take effect immediately. You must activate the permission set and assets for the user to have access to the assigned features of the permission set and assets.

Sync Permission Sets

Before You Begin

You must be logged into Predix Essentials as a user administrator.

Procedure

  1. In the module navigation menu, navigate to Permission Sets.
  2. Select Sync Permissions to update changes to permission sets.
    A window appears, stating the permission sync was successful.