Overview
The Users admin page is where administrators create and manage user accounts, assign roles, and control what data each user can access. Dash360 has two roles — Administrator and CAM — and supports granular access control down to the work package and resource code level.
Permissions
Administrator role required for all operations on this page.
User Roles
| Role | What They Can Do |
|---|
| Administrator | Full access to all projects, data, and admin pages |
| CAM | Access to projects they are assigned to; can view and update data within their permitted work packages |
Active vs. Inactive Users
The user list has two tabs: Active and Inactive. Deactivating a user prevents them from logging in without deleting their record or history. Reactivate them at any time to restore access.
User Fields
| Field | Description | Required |
|---|
| First Name | User’s first name | Yes |
| Last Name | User’s last name | Yes |
| Email | Login email address — must be unique | Yes |
| Username | Username for LDAP/domain authentication environments | No |
| Password | Password for local authentication | Yes (local auth) |
| Role | Administrator or CAM | Yes |
Adding a User
- Click Add User.
- Fill in the required fields.
- Assign the user’s role.
- Click Save. The user receives an email notification with their login details.
Editing a User
Click any user row to edit their details. You can change their name, email, role, or password. Role changes take effect at the user’s next login.
Deactivating and Reactivating a User
Click Deactivate on a user’s row to mark them inactive. Their data and history are preserved. Click Reactivate on the Inactive tab to restore access.
Replacing a User
When a CAM leaves and their work needs to transfer to another user, use Replace User. This operation:
- Reassigns all work packages, activities, and data records owned by the departing user to the replacement user.
- Optionally deletes the original user record after the transfer.
Use this instead of manually reassigning records one by one during personnel changes.
Work Package Permissions
By default, a CAM user can see all work packages on every project they have access to. Work package permissions let you restrict a user to specific work packages within a project.
To configure work package permissions:
- Open a user’s record.
- Click Work Package Permissions.
- Select the project, then check the WBS elements and work packages the user is allowed to access.
- Save.
When work package permissions are active for a user, they only see data for their permitted work packages across all modules — cost estimates, quick status, reports, etc.
Resource Code Security
Resource code security restricts which resource codes a user can see and use within a specific project. This is useful when different CAMs own different resource pools and should not see each other’s resource assignments.
To configure resource code security:
- Open a user’s record.
- Click Resource Code Security.
- Select the project and choose which resource codes the user is permitted to use.
- Save.
Resource code security is configured at the project level in Project Settings and then assigned per user here.
Resource code security only applies if it is enabled for the project in the Resource Code Security tab of Project Settings. If the project does not have resource code security enabled, all users see all resource codes regardless of this setting.
