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 page displays two tabs: Active and Inactive. Each tab has its own grid.
Deactivating a user prevents them from logging in without deleting their record or history. Reactivate them at any time to restore access.
Active Users Grid
The Active tab shows a DevExpress grid with search panel, filter row, and header filters. Columns:
| Column | Description |
|---|
| Name | User’s full name |
| Username | Active Directory / LDAP username: only visible when LDAP authentication is enabled |
| Email | Login email address |
| Password Set? | Yes/No: whether the user has a password configured in the system |
| Role | Inline radio buttons to switch between Administrator and CAM directly in the grid |
| Permissions | ”Assign Access to User” link: opens the Work Package Permissions modal. Only shown for CAM users; not shown for Administrators. |
| Resource Code Security | ”Assign Resource Code” link: opens the Resource Code Security modal. Only shown when the CAM-Access-To-Resource-Codes Registry setting is enabled. |
| Edit / Delete | History icon (when audit tracking is enabled), Edit icon, and Deactivate (delete) icon |
Changing a User’s Role Inline
The Role column contains inline radio buttons; you can switch a user between Administrator and CAM directly in the grid without opening the edit modal. The change saves immediately.
When switching a user from CAM to Administrator, a confirmation dialog warns that all existing CAM permissions (work package assignments) will be wiped. The role change and permission removal take effect immediately once confirmed.
Adding a User
- Click Add User.
- Fill in the required fields (see User Fields below).
- Configure the password setup options.
- Click Save & Close or Save & Add Another.
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 system-wide | Yes |
| Active Directory Username | Domain username for LDAP environments: required when LDAP is enabled | LDAP only |
| Set Up Password? | Yes/No: whether to configure a password for this user now | No |
| Password Type | Appears when Set Up Password is Yes: Admin generates (enter password now) or User sets their own (user receives a link to set their password) | When password setup is Yes |
| Password / Confirm Password | The password to assign: only shown when Password Type is “Admin generates” and at least 6 characters required | When admin-generated |
| Send User Email | Whether to send a welcome email with login instructions | No |
| Hide Account | Yes/No: hides the user from pickers and assignment lists without deactivating them | No |
When editing an existing user, the Save & Add Another button is hidden (it only appears on the Add User form). Password fields are also hidden on edit; use the password setup options only when creating a new user or if you need to reset a password.
Editing a User
Click the Edit (pencil) icon on any active user row. The same modal opens pre-filled with the user’s current data. You can update the name, email, and Hide Account status. The Send User Email and password options are hidden in edit mode.
Deactivating a User
Click the Deactivate (delete) icon on an active user row. A confirmation dialog asks:
“Are you sure you want to make this user inactive? They will no longer be able to login, however, all of their data will remain in Dash360. You can reactivate them at a later date, if needed.”
Confirm to move the user to the Inactive tab. Their data and history are fully preserved.
Inactive Users Grid
The Inactive tab shows a simpler grid:
| Column | Description |
|---|
| Name | User’s full name |
| Email | Login email address |
| Reactivate | Approve icon to reactivate the user; Delete icon to permanently delete the user |
Reactivating a User
Click the Reactivate (approve) icon on any inactive user row. A confirmation dialog asks for confirmation before restoring access.
Permanently Deleting a User
Clicking Delete on the Inactive tab opens the Delete User modal. Before deletion proceeds, Dash360 checks all data linked to this user and displays it grouped by project in an accordion:
| Data Type | What Is Listed |
|---|
| Cost Estimates | WBS + Work Package for each cost estimate owned by this user |
| Risks | Title and description of each risk assigned to this user |
| CAMs Resource Codes | Resource codes assigned to this user as a CAM |
| Signature Steps | Signature steps where this user is the designated approver |
| Completed Signature Steps | Completed signatures with sign-off date and total cost |
| Variance Narrative Entries | WBS + Work Package for each variance narrative entry |
| Variance Narrative Yellow Flags | WBS + Work Package for flagged variance entries |
| Schedule Status Updates | Reporting period, start date, and end date |
| Project Backups | Date created for each backup this user created |
| Tableau Refreshes | Percent complete and date created for each Tableau refresh job |
Permanently deleting a user removes their account from the system entirely. All data linked to them (cost estimates, risks, resource code assignments, signatures, etc.) is reassigned to the chosen replacement user. This action cannot be undone.
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.
Click Assign Access to User in the Permissions column on any CAM user row to open the Access Permissions modal.
Current Permissions Table
The modal displays all existing permissions for the user in a table:
| Column | Description |
|---|
| Module | Which module the permission applies to (All, or a specific module like Estimating, Schedule, etc.) |
| Project | The project this permission applies to |
| WBS | The WBS element, or “All WBS in Project” |
| Work Package | The work package, or “All WP in WBS” |
| Access Type | Read Only or Full Access |
| Delete | Link to remove this permission entry |
Adding a Permission
Use the form below the current permissions table:
| Field | Description |
|---|
| Module | Select All to grant access across all modules, or choose a specific module |
| Project | Select the project: required; WBS and Work Package options cascade from this selection |
| WBS | Select a specific WBS element, or leave as “All WBS in Project” to grant access to the entire project |
| Work Package | Select a specific work package, or leave as “All WP in WBS” to grant access to all work packages under the selected WBS |
| Access Type | Read-Only (view only) or Full Access (view and edit) |
Granting access to a parent WBS element automatically grants access to all of its child WBS elements. You do not need to add separate entries for each child.
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.
The Resource Code Security column only appears on the active users grid when the CAM-Access-To-Resource-Codes setting is enabled in the Registry. If the column is not visible, this feature is not enabled for any project. Resource Code Security Modal
The modal contains:
- Project dropdown: select the project to configure resource code access for
- Resource codes list (multi-select): the resource codes available in the selected project. Pre-selected codes are the ones already assigned to the user. Select or deselect individual codes using the multi-select widget.
- Assign All / Unassign All: quick buttons to select or clear all codes at once
- Save: saves the current selection for the selected project
Switch the project selector to configure resource code access for a different project without closing the modal.
Resource code security only takes effect for projects where the CAM-Access-To-Resource-Codes registry setting is enabled. If the project does not have this feature active, users see all resource codes regardless of assignments made here.
History Tracking
When history tracking is enabled (via the EnableHistoryTracking registry setting), a History icon appears on each active user row. Click it to view a full audit trail of all changes to that user’s record, with timestamps and the user who made each change.
