Limit users to assigned assets

You have the option to assign a user to a specific asset and then limit that user to accessing information only for that asset when logging in to Helm CONNECT on shore. If assigned and limited to a specific asset, a user will only be able to access maintenance and compliance information related to that asset from the Onboard menu items. This feature does not affect a user's ability to log in to any local installation they have permission to access.

Note This feature does not currently apply to any items associated with Helm CONNECT Jobs or Helm CONNECT Personnel.

Before you start

For this feature to work as expected, all of the following conditions must apply:

  • The user can log in to Helm CONNECT with his or her own email and password.
  • The user's default division is above, the same as, or below the division of the asset, but not in a different divisional branch.
  • The user's role gives him or her permission to access only the items on the Onboard menu.

Limit a user to an assigned asset

To limit a user to an assigned asset

  1. Go to the Setup > Users > Users tab.
  2. From the list of users, select the one you want to modify.
  3. Click Edit.
  4. Select the Limit to Assigned Asset check box.
  5. Click Save Changes.

Assign a user to an asset

After you've set a user's profile to limit that user to an assigned asset, you now have to make sure that person is assigned to an asset. There are a couple of ways to do this.

To assign a user to an asset

  1. Go to the Management > People > People tab.
  2. Select the person you want to assign.
  3. On the Details sub tab, click Edit.
  4. In the Organization section, select the required asset from the Assigned Asset list.

    Note A user can be assigned to only one asset at a time. If the user was already assigned to a different asset, select the required asset from the list instead.

  5. Click Save.

-OR-

  1. Go to the Management > Assets > Asset tab.
  2. Select the asset where you want to assign the person.
  3. On the Details sub tab, click Edit.
  4. In the Assigned Crew list, select the name of the person you want to assign to this asset.

    Note A user can be assigned to only one asset at a time. If the user was already assigned to a different asset, you will have to remove the user from that asset before you can assign them to another asset.

  5. Click Save.