Perms on User profiles Gestiona

Before creating a user, you must define the profiles and the permissions each user will have. If you want to know how to create a profile, access the article: Profile: Registration, Search, and Deletion.

In this article, we will cover:

Introduction
Administrator Permissions
User Permissions

Introduction

In the profile registration, you can define the permissions and functionalities that each type of user can have.

On this screen, there are two groups of permissions:

Administrator permissions.
User permissions.

The difference between these two groups is that the permissions of the Administrator group are applied to the Gestiona Admin Panel, the environment where all tool configurations are made. The permissions of the User group are applied only to the user’s dashboard.

That way, you can create various types of profiles, for example:

Users with access only to the Admin Panel, therefore, without access to the Dashboard;
Users with access only to the Dashboard, therefore, without access to the Admin Panel;
Users with access to both the Admin Panel and the Gestiona Dashboard.

To enable permissions for the profile, just click on the icon in the desired permissions in each group.

There are two options:

permission enabled.
permission disabled.

To facilitate viewing, you can sort permissions by their name or status (enabled or disabled).

At the end, click Save.

Administrator Permissions

The permissions of the Administrator group are applicable only to the Gestiona Admin Panel, the environment where all tool configurations are made.

See below the list of permissions available for this group:

Administrator Permissions:

General Goals Approval	Allows approval of all control item goals for all users within the company. This can be done via import or directly from the selected user’s dashboard.
Access Passwords	Allows changing users’ passwords.
Access Control Items Table	Allows access to other users’ control item tables.
Access Subordinates Only	Allows access only to subordinate users.
Schedule Meetings (Admin)	Allows scheduling meetings through the Administrative Panel.
View Meetings (Admin)	Allows viewing users’ meeting data.
Manage Bonus	Allows managing and editing bonus control items.
Schedule Meetings	Allows editing users’ meeting data.
Configure Data Protection Calendar	Allows configuring the client’s Data Protection calendar.
Configure Subordination (Admin)	Allows setting subordination relationships between users.
Copy and Move Control Items (Admin)	Allows access to the tool for copying and moving control items between users.
Edit Client	Allows editing client registration data, except for “Client Name” and “Number of Licenses” columns.
Edit Companies	Allows editing company registration data.
Edit Profiles	Allows editing user profiles and their permissions.
Edit Users	Allows editing user registration data.
EGU Administrator	Allows extracting EGU variables.
Delete Companies	Allows deleting companies. Note: This action cannot be undone.
Delete Profiles	Allows deleting user profiles. Note: This action cannot be undone.
Delete Users	Allows deleting users. Note: This action cannot be undone.
ICG Facilitator	Allows setting the user as a facilitator for other users.
Import Data	Allows importing measurements, Pareto, bar charts, ranges, etc., into Gestiona.
Import Data Without Calendar Restriction	Allows importing data even if a protection calendar is active.
Import Control Items	Allows importing control items.
Import Multi-Charts	Allows importing Multi-Charts.
Import Users	Allows importing users.
Add Companies	Allows adding new companies.
Add Profiles	Allows adding new user profiles.
Add Users	Allows adding new users.
No Administrator Functionality	Revokes all administrator permissions for the user in the Administrative Panel.
Action Plan Report	Allows access to and export of Action Plan reports.
Reports	Allows access to and export of various Gestiona reports.
Control Item Renamer	Allows access to the tool to rename control items for all users.

User Permissions

The Administrator group’s permissions apply only to the Gestiona user dashboard. Below is the list of permissions available for this group:

User Permissions:

Access to Stratega	Allows access to and use of the Stratega Map.
Access to AI Chat	Allows access to Quattrícia.
Access MDC	Allows use of the MDC.
Access Daily ICG	Allows access to the Daily ICG.
Access PAA	Allows access to the PAA.
Access Lite	Allows access to the ICG Lite.
Access RPPA	Allows access to the RPPA.
Access Stratega Only	Allows access exclusively to view the Stratega Map, bypassing the Gestiona dashboard.
Access BSC Only	Allows access exclusively to view the Strategy Map, bypassing the Gestiona dashboard.
RPPA Administrator	Allows the user to be set as an Administrator in the RPPA.
Change EGU Weights	Allows changing the weights of EGU criteria.
Control Items Presentation	Allows use of the Control Item Presentation feature.
Range Approval	Allows use of the Range Approval feature.
Goal Approval	Allows use of the Goal Approval feature.
Configure Delegation	Allows configuring delegation of control items.
Delegate Actions to Self and Direct Subordinates	Allows the user to delegate actions to themselves and direct subordinates.
Disable Control Item	Allows disabling control items.
Disable Control Item (AUX)	Allows disabling auxiliary control items.
Goal Deployment	Allows use of the Goal Deployment feature.
RPPA Director	Allows the user to be set as a Director in the RPPA.
Edit Auxiliary Fields	Allows editing auxiliary fields found in the MDC Columns Settings tab on the user settings screen.
Edit User Settings	Allows editing fields on the User Configuration screen, except the Routine Control section, on the user’s
Edit Routine Control	Allows editing the Routine Control fields located in the dashboard’s Settings screen.
Edit Annual Tolerance Range	Allows the user to change the Annual Tolerance Range.
Edit Monthly Tolerance Range	Allows the user to change the Monthly Tolerance Range.
Edit Control Item	Allows editing fields on the Control Item Registration screen.
Edit Control Item (AUX)	Allows editing control item fields in auxiliary control items.
Edit Delegated Control Items	Allows editing fields on the Registration screen for delegated control items.
Edit BSC	Allows editing the Strategy Map.
EGU User	Allows extraction of EGU variables for the user and their subordinates.
Simplified Profile	Hides the forecast column and shows actual and goal values. The traffic light color is determined by the goal and actual value.
PAA Facilitator	Allows the user to be set as a facilitator for other users in the PAA.

RPPA Facilitator	Allows the user to be set as a facilitator for other users in the RPPA.
Manage Areas	Allows editing RPPA areas.
Manage Impacts	Allows editing impacts (processes x indicators) in the RPPA.
Manage Virtual Table	Allows creating, editing, and sharing a virtual table.
Manage Units	Allows editing RPPA units.
Add and Edit Multi-Charts	Allows adding and editing charts on the Multi-Charts screen.
Add Control Item	Allows adding new control items.
Add Control Item (AUX)	Allows adding auxiliary control items.
Daily ICG Integration	Allows fetching Daily ICG data to consolidate into ICG Lite.
Monitor	Allows editing RPPA monitoring sessions.
Show Manager(s) on Subordinates Screen	Allows user to access their leader’s or superior’s table.
No User Functionality	Revokes all user permissions.
EGU Score	Allows performing the EGU score calculation
User Schedule Meetings	Allows scheduling and editing meeting data.
User View Meetings	Allows viewing users’ meeting data.
View BSC	Allows viewing the Strategy Map.
View Bonus	Allows viewing the bonus item tracking panel.

IMPORTANT:
Changes made to user profiles will only take effect the next time the user logs into Gestiona.