Assigning Selection Criteria Access Rights to a Role

The Selection Criteria tab of the Assign Role Access Rights component lets you set limitations for resources to which a user has access.

On each row of the component, the system displays an access right selection criteria filter for resources. This filter allows you to limit access rights to specific resources that match specified criteria.

Resources that can be limited include contracts, payment estimates, contract claims, contract times, daily diaries, daily work reports, facilities, item families, labs, sources, daily source reports, material categories, material tests, mix designs, prime projects, projects, proposals, lettings, administrative offices, code tables, items, vendors, subcontracts, test equipment, qualifications, remarks, concepts, cost estimates, cost estimate categories, agency views, person information, user information, and security roles.

The filter used to limit resources contains the same three elements (Column, Operator, and Value) as the standard list filter, although there are two choices for the Value in this filter. One choice allows you to compare it to a static value, the other choices allows you to compare it to an attribute.

Click New to create a new row.

For more information about setting up a filter, see Filters and Using Operators with the Advanced Filter.

To remove a Selection Criteria row, select Delete from the Actions menu on the section criteria's row. The system shades the row gray to indicate it is marked for deletion. To reverse the delete action, click the Undo button.

When you are finished adding or changing selection criteria, click the Save button to save the new selection criteria for the role (including deleted rows). The system displays a message to confirm that the new information was added to the database.

Example 1

A user working in a Bridge unit can be limited to working only with projects having to do with bridge construction. Selecting Projects in the Resource ID field will list only the fields associated with Projects in the filter. Set the filter as shown below:

Field/Column	Operator	Value
Project Type	Is Equal To	06-Bridge Construction

Example 2

Another example is comparing a field on the resource with a field on the user for that role, allowing it to be dynamic. This enables you to set up a single role instead of multiple instances. An example of a filter of a dynamic value is limiting a user to being able to work only with projects they have created. Selecting Projects in the Resource ID field will list only the fields associated with Projects in the filter. Set the filter as shown below:

Field/Column	Operator	Value
Created by	Contains	User ID

Example 3

An administrator managing users in the Preconstruction module of the software can limit the roles retrieved by search features to only those roles associated with the Preconstruction business area. Selecting Roles in the Resource ID field will list only the fields associated with roles in the filter. Set the filter as shown below:

Field/Column	Operator	Value
Role ID	Contains	Precon