Home → Training Manager for WIndows KB → Personnel Records → How can I set permissions for a user?
3.2. How can I set permissions for a user?
Training Manager users are managed on the main Personnel tab. A user who has been given a login name and password on the Personnel form can be assigned any of the following permissions:
- Read-only: Can view all areas of the database but cannot make any changes to the data.
- Training Records Administrator: Can view and edit all areas of the database except user permissions.
- System Administrator: Can view and edit all areas of the database including user permissions.
To set up a user with read-only permissions:
- Locate the personnel record for the user, or create a new one if needed.
- Assign a Login Name and set a Password if desired on the personnel form for this user.
- Ensure that none of the System Roles have been checked for this user.
- Save and Close the record.
- Install the software on the user's computer if needed, and inform them of their Login Name and Password.
To set up a user with Administrator permissions:
- Locate the personnel record for the user, or create a new one if needed.
- Assign a Login Name and set a Password on the personnel form for this user.
- Select the "System Administrator" or "Training Records Administrator" option in the System Roles section of the Personnel form.
- Save and Close the record.
- Install the software on the user's computer if needed, and inform them of their Login Name and Password.
The matrix below shows the permissions for each system role:
|
Permission |
System Administrator |
Training Records Administrator |
No role assigned |
|
Can view all records |
Yes |
Yes |
Yes |
|
Can insert/edit/delete Courses |
Yes |
Yes |
No |
|
Can insert /edit/delete Class Sessions |
Yes |
Yes |
No |
|
Can insert /edit/delete Personnel |
Yes |
Yes |
No |
|
Can insert /edit/delete Assignments |
Yes |
Yes |
No |
|
Can change other users passwords |
Yes |
No |
No |
|
Can change login accounts |
Yes |
No |
No |
|
Can assign system roles to a user |
Yes |
No |
No |
|
Can manage the audit trail. |
Yes |
No |
No |