To change user permissions in Fusion:


NOTE:

  • CHECK WITH KERN BEFORE CHANGING ANYTHING!!!!!!
  • All permission changes within Fusion must be approved by a manager of that department...ie if the requested permission is for the parts department the parts manager or operations manager must add the approval (Check UltiPro for manager)

  • Transfer Requests - The requesting manager will be asked to specify an expiration date for the old permissions, if they do not specify, then the old permissions will be immediately removed.
    • EXAMPLE:  A Parts Counter employee transfers to the Service Counter, but needs permissions for both during the transition.
    • Add a separate Help Desk Ticket for the removal of the permissions that references the date they need to be removed.
    • EXAMPLE:  SUBJECT OF THE TICKET
      • Jake Suchocki -- Permission Removal -- 2/29/2022
  • IF DEALING WITH COST, CC RICH YEZZI

  • FUSION PERMISSIONS CHANGE NOTIFICATION LIST
    • The following people MUST BE CC'd on every Ticket/Email Request:


  • FUSION DUAL PERMISSION(s) - OVERLAPPING PARTS AND SERVICE PERMISSIONS:
    • Notifications:

      (Service Manager)

      (Regional Ops Manager)

      Jerry Brickheimer

      (Parts Manager)
      Chelsea Hoffman

    • Nick Laidlaw

  • Fusion Change Type Includes - Service/Service (Branch)
    • Notifications:

      (Service Managers - all locations involved)

      (Regional Ops Manager)

      Jerry Brickheimer
      Nick Laidlaw

  • Fusion Change Type Includes - Service/Service (Roles)
    • Notifications:

      (Service Manager)

      (Regional Ops Manager)

      Jerry Brickheimer
      Nick Laidlaw

  • Fusion Change Type Includes - Parts/Parts (Branch)
    • Notifications:

      (Parts Managers - all locations involved)

      (Regional Ops Manager)
      Chelsea Hoffman

  • Fusion Change Type Includes - Parts/Parts (Roles)
    • Notifications:

      (Parts Manager)

      (Regional Ops Manager)

      Chelsea Hoffman

  • Acct / Finance Permissions Go Through -    Mark M


  • Additional branch or department requests - The requesting manager will be asked to provide an expiration date, if an expiration date is not given we will remove access after one week
    • Approval must be provided from the branch/department of the new permission. The requesting manager is not always the one that needs to provide approval
    • Add a separate Help Desk Ticket for the removal of the permissions that references the date they need to be removed.


  • Search for the user under System > System Management > User
    • Clear the Branch field if necessary
  • Double click the user in the results box below.
  • Select User Branch Department



If a user is requesting a NEW permission:


  • Select New (top of screen)
  • Fill out requested Branch, Department, and User Group
    • Note: The most effective way to determine the correct Department and User Group is to ask the requestor's manager if there is another user whose permissions you can mirror for the requestor.


  • Once you determine the correct Branch, Department, and User Group, check with other users who have matching User Group access (or user to mirror) to determine their Department Access Settings and Branch Access Settings.



  • Once all of the permissions are confirmed, select Save


  • The new permissions will now show up in the Records list.


If a user is requesting a permission edit:


  • Double click on the permission in question in the Records list
    • Verify that the Branch, Department, and User Group is the correct permission you want to edit
  • Select Edit (top of screen)
  • Make appropriate changes and select Save