HAM asset permissions

[mariaegordon]

We implemented HAM at the end of 2023 and are encountering an issue with our techs being able to update the assigned to, location, room, comments, etc. for an item.  We find that we only have the option to grant someone the role of asset manager with all the permissions or no permissions at all.  Does anyone have experience with defining specific permissions with asset users or another work around that allows techs to update this information in HAM?

[Amarjeet Pal]

Hello @mariaegordon ,

We faced the same issue during our implementation. The solution for this is the creation of custom roles.

I understand your concern that the asset role is inherited with many roles. I faced the same issue and created a custom role and set up ACL according to our requirements.

you have the ability to create custom roles and define specific permissions. This way, you can provide your technicians with the necessary access to update certain fields without granting them full asset manager permissions.

Hope this is helpful to you.

Please mark helpful and correct solutions if you are happy with the answer.

Thanks

Amarjeet Pal

[mariaegordon]

Thanks for this guidance, @Amarjeet Pal .  Can you point me in the right direction for instructions on setting up custom roles or any other guidance you found helpful during this process?  

Many thanks,

Maria

[mariaegordon]

Thanks for this guidance, @Amarjeet Pal .  Do you have any instructions or can you point me in the right direction for finding instructions on setting up custom roles in this manner?

Best wishes,

Maria

[amarbro]

Hope this detailed information helps !!

1. Create a New Role:

   • Navigate to System Security > Roles.
   • Click on 'New'.
   • Enter the name of the role (e.g., 'asset_tech') and provide an appropriate description.
   • Click on 'Submit' to create the role.

2. Assign Permissions to the Role:

   • Navigate to System Security > Access Control (ACL).
   • Click on 'New'.
   • Fill out the form:
     • Type: Record
     • Operation: Write (or as needed)
     • Name: [name of table or field]
     • Requires Role: [your new role] (asset_tech in this scenario)
     • Script: Conditions for when this rule should apply
   • Click 'Submit'.

3. Assign Users to the Role: Now, you can assign users this role by group management. Create a group add users to it and assign roles to the group.

Remember, changes like these should be done carefully due to their system-wide effects. Always test thoroughly in a non-production environment before applying them in production.

Thanks

Amarjeet Pal