How to create a permission filter.

Permission filters control all data access on the portal. These filters are created through the Permissions tab on the Location Management page. A user can have any number of filters to provide data access to their locations.

Step 1

Log in to the Asset Portal.

Step 2

Select "Location Management" link from the User Menu.

Step 3

Select the Permissions tab.

Step 4

Create a new filter by selecting the New Filter button.

Step 5

Enter the parameters for the filter.

1 . Name: Enter a descriptive name for the filter

2. Access Type: Select wether you want to filter based on location or by selected facilities.

Select Facilities:

Supplies you with a list of locations that you have access to. This option allows you to invite users to a specific set of locations.

Filter By Location:

Allows you to invite users to specific regions, brands or organizations.

2. Select access permissions.

Select what invited users can do with this filter.

3. Select desired access level.

By Facility:

Select which facilities you want to grant access to.

By Location:

Select the location you want to grant access to.

The first option to select is Organization, saving at this level will allow access to all locations within the selected Organization. Narrow the filter further by selecting country, region, or city. 

Step 6

Save the filter. This will bring you back to the Filter Management page where you can invite users to access your filters.

Questions? Please contact Ecofit Support at [e-mail].