Skip to main content

Roles Permissions

Assign custom and standard permissions to various project members

Y
Written by Yuxi Liu
Updated over 4 months ago

Introduction

Role permissions page enables administrators to assign different function accesses to different project roles, which helps with project security by limiting access to certain people.

To access this page: Navigating to Settings, selecting the Project Security tab, and clicking on the Roles Permissions sub-tab.


1. Page & Fields Introduction

Expand the role tab, the permissions assigned to this role will be displayed in the table. The fields in the table are:

  • Action: Define if the role can read / download / create / update / delete / alarm

  • Category: Define if the role is set for a certain category of instruments / station-group.

  • Entity: Define the function or entity for which permissions will be assigned to this role.

  • Base Rule: Indicate if the role is set by-default or newly created based on project needs.

NOTE: Base role permissions CAN NOT be deleted or edited.

If the role is a base role comes with base rules, all the base rules are pre-set by-default and you can’t make any edits or delete. Only new created project role (non-base role) can be customized with specific access rules.


2. Add New Role Permissions to a non-base Role

This section introduces steps on assigning different function accesses to the non-base role.

NOTE: Only the newly created non-base role can be configured and customized with specific roles rules. Please refer to Manual - Project Role about how to create a non-base role.

Step 1: Click on ‘+New’ to open the new role permission panel.

Step 2: Fill in the fields as below:

  • Role: Select a pre-created role name.

  • Category: Specify if the role's permissions are restricted to a particular instrument or station group category.

  • Entity: Choose the function or entity for which permissions will be assigned to this role.

  • Action: Define the actions this role is allowed to perform on the selected entity function.

  • Priority: A priority value for permissions (If multiple roles are assigned to a user, that certain permission will take priority depending on if the value is lesser.)

  • Inverted: Toggle reverse access to permission (Selected “Action” will NOT be permissible to the user)

  • Create: Add new role permissions to assigned user.

Step 3: Click on ‘Create’ to finish the creation.

Please note, if multiple accesses need to be configured, repeat the above steps to create access for each entity.

Example:

Click the ‘+New’ button and fill in the fields:

  • Select a customized non-base role.

  • Select entity "status page" to configure the access for status page.

  • Select "Action" to configure the action of access.

After clicking on 'create', a new permission for this customized non-base role will be created - To have the read-only access to status page.


3. Edit / Delete an Existing Role Permission of a non-base Role

Step 1: Tick to select an existing role permission of a non-base role

Step 2: Click on ‘Edit’ to make any chances or click on ‘Delete’ to delete this role permission for the non-base role.

Please refer to Manual - Project Role to create a non-base customized role beforehand.

Please refer to Manual - User Details to assign certain role and access level to specific persons as the next step.

Did this answer your question?