Primary Role: Site-Level Admin
Learning Focus: Learn
Platform: ANVL Manager (https://insights.anvl.com)
Why This Matters
Permissions determine what users can see, do, and manage in ANVL.
Correct setup prevents access issues, reduces support requests, and ensures users interact only with relevant data.
How Permissions Work in ANVL
Site-Level Admins assign Product Access and Group (Site) access from the Users tab.
Product Access controls what a user can do (ANVL Mobile, ANVL Manager).
Group Access controls where they can do it (which sites or departments).
Product Access options (ANVL Mobile and ANVL Manager) on the Modify User screen. Group (Site) assignments showing which locations a user can access.
Core Product Access (What You Assign in the Users Tab)
ANVL Mobile
Used by frontline teams to:
Complete workflows (JSAs, LPAs, Inspections)
Capture photos, videos, and field data
Common users: Technicians, Operators, Field Users
ANVL Mobile app showing available workflows for frontline users.
ANVL Manager (ANVL Web)
Used by leaders and admins to:
Review submissions in the Live Feed
Access dashboards, analytics, and reports
Common users: Supervisors, Managers, Site-Level Admins
➡️ Users can have both ANVL Mobile and ANVL Manager access.
Group (Site) Access
All permissions are scoped by Group.
Each user must be assigned to at least one Group to see or manage data for that site.
Common Roles and How Permissions Are Used
Role | Typical Responsibilities | ANVL Product Access | Key Requirements | Power BI Access |
Business Administrator (BA) | Own organization-level setup, ensure consistency across sites, manage user strategy, configure special rights | ANVL Manager + ANVL Mobile | Workflow Management and/or Super Admin | Recommended |
Workflow Manager | Create and maintain workflows, manage questions, logic, and templates | ANVL Manager + ANVL Mobile | Mobilize + Editor special rights | Optional |
Site-Level Admin | Add/modify users, assign access and sites, troubleshoot access | ANVL Manager + ANVL Mobile | Can Modify User permission | Optional |
Supervisor | Review field work, respond to interventions and stop-jobs, oversee teams | ANVL Manager + ANVL Mobile | Phone number + ANVL Manager access | Optional |
Manager | Review site activity, monitor performance, view reports | ANVL Manager + ANVL Mobile | Phone number not required | Common |
Program Lead / Owner | Analyze trends, export data, monitor program performance | ANVL Manager + ANVL Mobile | Typically also uses ANVL Workflows | Common / Primary |
Field User / Technician | Complete workflows and capture field data | ANVL Mobile | Assigned to at least one Group | No |
Notes:
Most users across roles have ANVL Mobile (Workflows) access, even if their primary responsibility is review or oversight.
Power BI access is separate from ANVL product access and is typically granted to Managers or Program Leads based on reporting needs.
Workflow Manager is a functional role enabled by special rights, not a standard product toggle.
Role-Based Examples
Plant Manager
Completes LPAs and reviews site-level LPAs in the Live Feed and Power BI.
Product Access: ANVL Mobile + ANVL Manager; Power BI
Service Technician
Completes JSAs in the mobile app.
Product Access: ANVL Mobile only
Supervisor
Reviews JSAs for completion, is first point of contact for interventions and stop-jobs, and completes inspections.
Access: ANVL Mobile + ANVL Manager
Requirement: Phone number on profile
Special Rights (Reference Only)
These cannot be assigned by Site-Level Admins and are included for awareness:
Super Admin – Client Admin Portal, system-wide configuration
Workflow Management – Create/edit workflow templates
Risk Insights – Insights AI for trend and risk analysis
Contact your Business Administrator, Program Leader, or submit a Help Desk ticket if advanced access is required.
Key Takeaways
Assign Product Access (Mobile/Manager) + Group Access together
Supervisor is defined by permissions and phone number
Managers and Data Reviewers often need ANVL Manager and Power BI
Keep access intentional to avoid data exposure and rework