User Security Roles and Permissions

Access to WebCert is via a user profile that has been set up in your name. As part of that profile, you will need to be assigned a role or roles that give you access to the database elements and processes available against that data. These Roles are defined by way of Permissions that are either enabled or disabled for that particular Role. Each Role created is configured as a Consultancy, Client or Project type role.

In each user profile, the user is assigned one or more Roles at the level of:

1. Consultancy
   
2. Client
   
3. Project
   

In assigning roles to a user, you may only assign a "Client" type Role at the "Client" level for that user. Other roles may be assigned at other levels or further roles at the same level.

A Role assigned at the Consultancy level for a user will have access to all Clients and Client Projects able to process, view or report against project data subject to the permissions assigned to the role(s) held.

A Role assigned at the Client level for a user will have access to all projects for that particular Client (which is selected when you assign the role) and have no visibility of any other clients or their data set up on your WebCert licence.

Any Role assigned to a user at the Project level will be restricted to that individual Project.

The exceptions are where you have multiple roles at multiple levels assigned to a single user in which case the higher level roles take precedence of order over the lower level roles.

If a permission is disabled in a role at say Client level, but enabled in a role assigned at the Project level, then that user will be deemed to have that permission but only for that particular Project.

All of this provides for a totally flexible and customisable configuration of how you want your users to work with WebCert.

• Related Articles

• WebCert roles and assigning them to users

  As you are aware, roles are defined to fulfill certain actions based on permissions at the Consultant, Client or Project level. You then assign roles to individual users by picking the level you wish to assign a role at and then selecting which role, ...

• Quick process for creating a new client project with assigned users

  The following steps will walk you through a quick straight forward process for creating a new project for a new client. For a complete understanding of the processes you should refer to the WebCert User Guide. The processes assume you have the ...

• 11th Oct 2020 - Major system update Release 4.1.0-1

  Last night a major update to the WebCErt 4 system was completed to deliver a series of feature enhancements, customisations and bug fixes. The details of the updates applied in Release 4.1.0-1 are summarised below.   Change Requests ...

• 27 Sep 2021 System Release 4.3.1-45

  Changes and Updates (Effective 27 Sep 2021)  Extended functionality Deploy CR [D0113-5] Key Document Linked to Milestone  WebCert now provides the ability to set up documents held in the Project Document Registry linked to one or more project ...

• 16 Sep, 2021 System Release 4.3.1-35

  Changes and Updates (Effective 16 Sep 2021)  Extended functionality Deploy CR [D0113-5] Key Document Linked to Milestone  WebCert now provides the ability to set up documents held in the Project Document Registry linked to one or more project ...