Anvl Roles & Permissions Overview
ANVL Platform Roles
TECH: Access the Anvl mobile applicationto complete workflows. Core role designed for frontline workers.
ADMIN: View site-level data. Key role for managers andsupervisors.
Admin Portal Permissions
Admin Portal = Highest level of acess
Permissions (configured at user-level)
Create Users
Manage Users
Create Groups
Manage Groups
Workflow Management Permissions (Mobilize & Editor)
Create, edit, & publish workflows.
Permissions (configured at the user-level)
Create: Create new workflows.
Edit: Edit existing workflows.
View: View existing workflows.
DeleteDraft: Delete in-progress workflows not yet published.
Publish-UAT: Publish workflows to Testing groups.
Publish-ALL: Publish workflows to Testing groups and Production groups.
Admin Portal Overview
Manage users, groups, and permissions in one place for streamlined system oversight.
Anvl Hierarchy Overview
Customizable Hierarchy 🏷️
Apply tags to users or groups for flexibility in reporting and management.
Scalability 📈
Supports growth and evolving organizational needs.
Groups Overview
A Group in Anvl represents an individualsite with access to the Anvl platform.
The Group stores the site's Workflows(Audits), Users, and Assignments.
A Group can also store metadata about the site, such as its Operating Group, Region, and Division. This metadata is stored as Group Tags.
Users Overview
A User in Anvl represents an individual person with access to the Anvl platform.
The User record stores the user's contact details, language, permissions & access, Supervisor assignment, and notifications settings.
A User record can also store metadata about the individual, such as their Job Title. This metadata is stored as Tags.
Users can have access to one or manyGroups.
User Tags
User Tags function similarly to Group Tags.
User Tags do not impact a User's access orpermissions within Anvl. Instead, they captureinformation critical for reporting & analytics.
Tags can also be used to store HRIS data.
Users are currently configured with the "Job Title"tag.
Admin Portal Functions - How to use the Admin Portal
Access the Admin Portal
Login to ANVL Manager(insights.anvl.com)
In the top right corner select the downcarat next to Welcome, YOUR NAME!
Select Admin Portal
Admin Portal Functions Overview
Disclaimer: Changes can and will impact users.
Bulk Group Creation: Create new Groups
Group Management: View Groups
Bulk User Creation: Create new Users
User Management: Manage Users
Update User account details
Assign/Re-Assign Supervisor
Activate/Inactivate
Update User Roles, Permissions, & Group Access
Force Logout
User Management
User Management Overview
Update User Account Details
Name
Email
Phone
Preferred Language
Assign/Re-Assign Supervisor
Activate/Inactivate
Update User Roles & Permissions
Roles: TECH, ADMIN
Hidden [On/Off] (for test users only)
Can modify user: grants access to USERS tab in ANVL Manager
Force Logout
Note: User Details can be edited in bulk or one at a time in-line.
User Profile Fields
User Identifiers & Access
ID (UUID): Unique identifier for the user profile.
Sub (UUID): Unique identifier used for supervisor assignments.
Username: User’s login credential, linked to SSO.
Roles & Permissions
Roles: Defines product access (TECH, ADMIN).
Can Modify User: Grants access to manage users via Users tab (checkbox).
User Details
First Name / Last Name: User's name.
Email: User's email address.
Phone: User's contact number.
Preferred Language: IETF language setting (e.g., en-US, fr-FR).
Status & Visibility
Status: User’s current state(Active, Inactive).
Hidden: IT/testing-only users(hidden from assignments, checkbox).
Organization & Membership
Supervisor: ID field of user's supervisor. Links user to their supervisor for reporting hierarchy.
Organization ID: Unique identifier for the org.
Division IDs: List of all groups the user has access to.
Division ID: Primary group the user belongs to.
Metadata & Tracking
Created At / Updated At: Timestamps in UTC.
Tags: Metadata associated with the user profile (JSON format).
User Management Fields
Field Label | Description | Values |
ID | Unique Identifier for User Profile | Unique Alphanumeric ID (UUID) |
Sub | Unique Identifier used as Supervisor ID | Unique Integer ID (UUID) |
Username | User's login credential, linked to SSO | Email Address / AD Account Username (e.g., user@example.com) |
First Name | User's first name | String (e.g., John) |
Last Name | User's last name | String (e.g., Doe) |
Roles | Defines product access (Workflow side, Manager side, or both) | List (e.g., ['tech'], ['admin'], ['tech', 'admin']) |
Supervisor ID | The ID of the user's supervisor. | Unique Integer ID (UUID) |
Phone | User's phone contact. | Phone number including country code. (e.g. +1555-555-5555) |
Status | Current status of the user | Enum (Active, Inactive) |
Email | User's email address | Email (e.g., user@example.com) |
Created At | Timestamp of account creation (UTC) | Datetime (e.g., 2024-01-01T12:00:00Z) |
Updated At | Timestamp of last update to the account (UTC) | Datetime (e.g., 2024-02-01T15:30:00Z) |
Hidden | Indicates if a user is hidden for IT/testing purposes | Boolean (Checked/Unchecked) |
Organization ID | Unique Identifier for the organization/subscriber | Unique Alphanumeric ID (UUID) |
Preferred Language | User's language preference in IETF format | String (e.g., en-US, fr-FR) |
Can Modify User | Indicates if the user can access and modify other users | Boolean (Checked/Unchecked) |
Tags | Metadata tags associated with the user profile | JSON format (e.g., [{'tag':'value'}]) |
Division IDs | List of integer IDs representing groups the user has access to | List of Integers (e.g., [101, 202, 303]) |
Division ID | Primary integer ID representing the main group the user belongs to | Integer (e.g., 730) |
Bulk Update Users
Use Case: Edit User profile information formultiple Users at once. These updates area FULL REPLACE.
Steps:
Search or Filter for User by anycolumn header value.
Select the checkbox to the left of eachUser profile to include in the bulkupdate.
Select Bulk Update Users.
Enter the desired value(s) for each ofthe User field(s) to update.
Leave any fields you don't want toupdate blank.
Select Update.
Verify the updates were successful.
Bulk Update Options
Supervisor: Must be Integer value identifier (ID)of the supervisor
Language Preference: Must be IETF StandardCode (list can be provided)
Phone Number
Format: Country code & number
Ex: +1c5555555555
User Tags
Format: key:value
Ex. Job Title:Technician
Roles: ADMIN and/or TECH
Verifying if Updates are Successful
After you submit an update in the User Management tab, validate the success or failure of the submission.
Successful Submissions
Returns one row per user profile when the update submission is successful.
Even if the update is submitted successfully, some profiles may not be updated.
Check for the "errorType" message. This indicates the associated profile was not updated.
Failed Submissions
Returns one row per user file when the update submission fails.
If a submission fails, there is likely an error with the data format entered.
Bulk Update Division IDs
Use Case: Edit Group membership formultiple Users at once.
Steps:
Search or Filter for User by any columnheader value.
Select the checkbox to the left of eachUser profile to include in the bulk update.
Select Bulk Update Division IDs.
Enter the Division IDs: string of Integervalues.
Select Add to add IDs to the list or Remove to remove IDs from the list.
Select Remove Division IDs or Add Division IDs.
Remove Division IDs removes the user from the Group.
Add Division IDs adds the user to the Group.
Verify the updates were successful.
Edit In-Line
Use Case: Edit one User field value at a time. Unique values like names or one-off changes can be made by editing in line.
Steps:
Search or Filter for User by any column header value.
Select the field to update by clicking into the cell.
Make the edit (Ex. First Name from John to Jack)
Select Save to save the change or Cancel to cancel the change.
Verify the updates were successful.
Note: Some fields cannot be edited e.g.ID, Sub, Username, Created At, UpdatedAt
Pro-Tips
Filter:
Filter by any column header value.
Use AND or OR logic for advanced filters.
Sort: All column headers are sortable.
Inactivate Users: Shuts off all account access (bulk action).
Force Logout:
Refreshes user acount immediately by signing theuser out of Anvl.
User must be Online for logout to apply.
Helpful if user receives 'Failed to Load' error.
Single User: Force Logout
Multiple Users: Bulk User Logout
Group Management
Use Group Management to:
Find Group IDs for User Division assignment
Add Work Item Categories (only for Work-first Orgs)
Add Workflow Categories (e.g. "Safety," "Quality")
Find Group IDs
Use Case: Find Group IDs to support Bulk User Creation and User Management.
Steps:
Filter or Sort for Group by any column header value.
Locate the Group ID in the ID column.
Add Work Item Categories (Work-First Orgs)
Use Case: Create new Work Item Categories for Work management. Work ItemsCategories appear to end users when creating or editing Work Items.
Steps:
Filter for Groups by any column header value.
Select the checkbox to the left of each User profile to include in the bulk update.
Select + Work Item Categories.
Enter the Category Name. Check the is Default? Box to set the category as the default.
Select + Work Item Categories. Repeat for each Category. The list of added values will appear in the box below.
Select Save.
Note: New Groups do not inherit the Work Item Categories from previously created Groups. Work Item Categories must be manually added for each new Anvl Group.
Add Workflow Categories
Use Case: Create new Workflow Categories for Workflow Template organization. WorkflowCategories appear to end users when starting a Workflow.
Steps:
Filter for Groups by any column header value.
Select the checkbox to the left of each User profile to include in the bulkupdate.
Select + Workflow Categories.
Enter the Category Name, Description, Color, and Order.
Type in the Category Type in ALL CAPS. (E.g. Name = Safety, Type =SAFETY)
Select + Workflow Categories. Repeat for each Category. The list of addedvalues will appear in the box below.
Select Save.
Note: New Groups do not inherit the Workflow Categories from previously created Groups. Workflow Categories must be manually added for each new Anvl Group.
Bulk Group/User Creation
Bulk Group Creation Overview
Open the CSV file template provided to you by your Anvl point-of-contact.
Follow the instructions in the template and fill out the required information for each user.
Save as a CSV file.
Select or drag and drop the CSV file in the Bulk Group Creation file box.
Bulk User Creation Overview
Open the CSV file template provided to you by your Anvl point-of-contact.
Follow the instructions in the template and fill out the required information for each user.
Save as a CSV file.
Select or drag and drop the CSV file in the Bulk Group Creation file box.
Bulk Group/User Creation Submission
Validate the information and make changes if needed.
If changes are made, select Save to save the changes or Cancel to cancel the changes before submitting.
Once the information is validated, select Submit Rows to create the Groups.
Note: Edit directly in the cells as needed.
