Security in Building and Floors
Early Access
The Building Restricted Access Enhancement, is part of the 2025 June Serraview Product Release.
Access to the Building and Floors module is managed using the following:
- Secured Actions
- Restrict Building Actions
Secured Actions
The System Administrator is responsible for which users are given access and the following secured actions relate to this module:
| Secure Action | Description |
|---|---|
|
Building Access - Admin Control |
This enables user to edit the access lists, and will also allow them to see restricted buildings in Block and Stack (VBS) and Spaces |
|
Building & Floors - Access |
Access to the Building & Floors module. |
| Buildings & Floors - Create |
Ability to create a Building, Floor, or Zone. |
| Buildings & Floors - Delete |
Ability to delete a Building, Floor, or Zone. If you need to delete a Building, Floor, or Zone, contact the Serraview support team. For more information, see Before you delete that Building, Floor, or Zone, read this article!. |
| Buildings & Floors - Update |
Ability to update a Building, Floor, or Zone. |
|
Building & Floors - Edit Occupancy Ratio |
|
| Buildings & Floors - Export Floorplans |
Access to the Export Floorplans icon.
|
| Buildings & Floors - Upload Floorplans |
|
|
Building & Floors - Floor Form - Edit floor comments |
|
|
Building & Floors - Floor Form - Edit Overview Tab |
|
|
Building & Floors - Floor Form - Edit Space & Costs Tab |
|
|
Building & Floors - Floor Form - Update Floorplan Detailed Status |
|
|
Building & Floors - Floor Form - Upload Original CAD Floorplans |
|
|
Building & Floors - Floor Form - Upload Simplified CAD & Img Floorplans |
|
|
Building & Floors - Floor Form - View Floorplan |
Users will need this secured action to access the Floorplan panel. |
|
Building & Floors - Floor Form - View Invalid Workstations |
|
| Building & Floors - Floor Form - View Space & Costs Tab |
If you require access, then contact your System Administrator. For information on how to add secured actions to a role, see Manage User Roles.
Restrict Building Access
You can restrict the building's access to individual users, roles, or both. Then these users (or the users with the role) can see the building in the Spaces module or Block & Stack (VBS) module.
Important note that this also restricts the buildings users can select in the Reporting module. If a report is run against the entire portfolio or region, all data from the portfolio or region will be included in the report results, including the restricted buildings.
We recommend the following:
- Be aware of which users have access to reports that contain sensitive building data.
- If you want to make sure the restrictions are in place, then you can remove the Reports-Access from those roles.
- Add reports to the Spaces module and the Block & Stack (VBS) module's Quick Reports, so the users can only run the report for buildings they can navigate to.
- Navigate to Resources > Building & Floors.
- From the list, click the building you want to restrict and the building details displays.
- Click the Restricted Access List
icon.
- If the access is toggle OFF, then click the Restrict building access toggle to ON.
Access can be granted at the user level, role level, or both.
User
Add user
- In the Add Member field, enter the user's name and as you type the user list displays.
- Select the user and the user is added to the list
- Click the Update button.
Remove user
- For the user you want to remove, click the X icon.
Role
You can either remove or add a role(s):
Add role
- Click the Filter
icon. - In the filter field, enter in the name of the role and the list is filtered.
- Click the role check box to add the role.
Remove role
- In the Roles list, beside any role to be removed, uncheck the role check box.
When you have finished editing, the building's access, click the Update button.