Roles

Roles control which features you can use in Helm CONNECT, including the items you see on the screen, such as menus, menu items, and tabs, as well as actions you can perform, including adding maintenance tasks, viewing change logs, and correcting history.

Add a role

To add a role

1. Go to the Setup > Users > Roles tab.
2. Click New Role.
3. In the Name field, enter the name of the role.
4. From the Role Restrictions list, select one of the following:
   • Asset: displays all the available asset features.
   • Shore: displays all the available shore features.

   Note Each role you add can provide access to either shore features or asset features, but not both. Once you save the role restrictions, you can't change them. If a user, other than an administrator, needs access to both shore and asset features, you can assign that user two roles.

5. From the Features list, select the ones you want everyone with that role to have access to.
6. When you're finished, click Save Changes.

More about permissions

Now that you know how to add a role, let's take a closer look at some of the permissions you can give your users.

Permission for menus, menu items, and tabs

Most check boxes in the Features list to control items you see on the screen, such as menus, menu items, and tabs users.

Permission to read or edit some set up features

For each tab in Users and Locations on the Setup menu, you can control whether users have full permission (Edit) to use the tab, or only read-only permission (Read) to look at the tab. You'll find these permissions in the Setup group.

Permission for maintenance tasks

You can control whether or not users can perform specific actions associated with maintenance tasks. You'll find these permissions in the Settings group, under Maintenance.

Here's what each permission does:

• Add New Task This gives users permission to add a new task. To use this feature, a user also needs permission to use either Logs on the Onboard menu or Overview on the Maintenance menu.
• Assign Maintenance Tasks to specific individuals or vendors on Shore This permission allows users to select a name from the Assignee or Vendor lists when assigning a task to shore.
• Assign Maintenance Tasks to specific individuals or vendors in Dry Dock This permission allows users to select a name from the Assignee or Vendor lists when assigning a task to dry dock.
• Assign Maintenance Tasks to specific individuals or vendors Onboard This permission allows users to select a name from the Assignee or Vendor lists when assigning a task to an asset.
• Set Scheduled Dates This permission allows users to set or change scheduled dates for tasks and checklists. If users with this role don't have this permission, they will be able to see the scheduled date but not change it.
• Can record cumulative readings outside range limit This permission allows users to enter cumulative reading values outside the range defined on a maintenance template.
• Can Bulk Correct Maintenance Templates This permission allows users to see and use the Bulk Correct Maintenance Templates window.

Permission to view change logs

You can control whether or not users can view change logs throughout the system. You'll find this permission in the Setup group.

Permission to correct history

You can control whether or not users can correct history. You'll find this permission in the Role Settings group.

The Admin role

The default Admin role is intended for administrators. It gives users full permission to all the Helm CONNECT features your company subscribes to, including both shore and asset features. You must assign the Admin role to at least one user in your company.

Watch the video

Watch this video to see how to set up roles in Helm CONNECT: