Lesson 3: Users

Roles

Roles control the features that groups of users, such as deckhands or captains, have access to in Helm CONNECT. They also control who can perform specific actions in the system, including assign maintenance tasks, view change logs, and correct history.

Important NoteAll users must have a role. If someone without a role tries to log in to Helm CONNECT, he or she will see an error message.

Permission to software features

When you're adding or editing a role, you can use the checkboxes in the Features list to control which areas, modules, and tabs someone with a particular role can access.

Permission to assign maintenance tasks

In the Features list, the checkboxes in the Settings group under Maintenance control which types of maintenance tasks someone with a particular role can assign to individuals or vendors.

When users plan tasks, they decide whether to assign each task to shore, vessel (onboard), or dry dock. Once they've done so, their role controls whether they can then select the name of an individual from the Assignee or Vendor lists.

ExampleWith the settings below, your captains can select names from the Assignee or Vendor lists for any tasks they assign to shore or the vessel (onboard), but not for tasks they assign to dry dock.

Permission to view change logs

In the Features list, the Change Log checkbox in the Setup group controls whether or not someone with a particular role has permission to view change logs throughout the system.

Permission to correct history

In the Features list, the Correct History checkbox in the Role Settings group controls whether or not someone with a particular role has permission to correct history.

Before you start

Before you add a role, keep these things in mind.

Default Admin role

You already have a default role called Admin. Anyone you assign this Admin role to will have full permission to all the Helm CONNECT features you subscribe to.

NoteHelm CONNECT requires the Admin role and at least one admin user. You can't delete the Admin role or your last remaining admin user.

Role Restrictions

Most roles can provide access to either shore-based features or vessel-based features, but not both. Once you've set the restrictions for a role, they can't be changed.

NoteThe default Admin role is unique because it's the only one that can provide access to both shore-based and vessel-based features.

You can assign more than one role to an individual. If someone, other than an administrator, needs access to both shore-based and vessel-based features, you can assign them two roles: one for access to shore-based features and one for access to vessel-based features.

Watch the video

You can add a new role on the Roles tab in Users. Watch this video to see how to set up roles in Helm CONNECT: