Who sees each site

Manual — Companies and hierarchy · chapter 2 of 9

Each person’s access to sites comes from the assignments in their user record: each assignment combines a profile, a site and the Recursive mark. Assignments are registered by the administrator in the user record (manual Users, groups and profiles).

• Assignment without Recursive — the person reaches only that site.
• Recursive assignment — reaches the site and every site below it, including sub-sites created later.
• Assignments add up: someone with one assignment in Client A and another in Client B reaches both.
• An assignment that is recursive on the Root reaches the whole tree.
• The profile chosen in the header decides what the person can do (the menu items and the buttons); the site selector shows the sites where that profile applies.

System rule

Reach always goes down the tree, never up: someone with an assignment only on a construction site does not see the client or the company above it.

Recursive records

Some records have the recursive option — for example, the location (Visible in sub-sites (recursive)) and the site document (Visible in sub-sites (recursive), chapter 6). A recursive record still belongs to the site where it was created, but also appears in every site below it.

• Typical use: register once, in the company, what applies to all construction sites — for example, a company document with Visible in sub-sites or a location shared by all the sites below.
• The recursive record of a sub-site does not go up to the parent site.
• In the sites below, the record appears marked — the document with the Inherited badge; the location with the recursive badge. The inherited document has no trash icon in the sub-site: it can only be removed in the record of the site where it was uploaded.

The Sites / Entities right

The Sites screen is unlocked by the Sites / Entities right of the profile (People › Profiles › profile › Permissions tab, People group). Without the Read right, the Sites item does not appear in the menu.

Figure 2. People › Profiles › a profile › Permissions tab, with the People group open: the Sites / Entities row and the levels Read, Edit, Create, Trash and Delete. Click a level to switch it on or off, then save.

1. 1People group — click to open or close it.
2. 2Sites / Entities right.
3. 3The levels of the right; the colored ones are on.

Level	What it allows on the Sites screen
Read	see the list and the record of each site, with the Documents, Notes, Users, History and Statistics tabs, and download the documents.
Create	New Site and New Sub-site, upload the logo, upload documents and add notes.
Edit	Edit the site data. Fetch site logo requires Edit or Create.
Trash	Delete the site, remove documents and remove notes. Note: despite the name of the level, deleting a site does not go through the trash — it is permanent (chapter 7).
Delete	not used by the Sites screen.

System rule

Each button only appears with the level it requires: without Create, the record does not show New Sub-site, Upload or the notes field, and the logo box does not open; without Trash, Delete and the trash icons of documents and notes disappear. Edit, Delete, the logo and New Sub-site also check the profile that applies on the site itself (the assignment on it or, recursive, on a site above): if that profile does not have the level, H2O refuses with Your profile on the given site does not allow this action. and nothing is saved.

The site document can also be downloaded by anyone with Read in the Tickets right, even without access to the Sites screen — this is the case of the documents used in the ticket report (chapter 6).