Introduction
The project Roles allows users to create and manage different project roles to be assigned into different users. Each of these roles will pertain to certain levels of access to pages, buttons, and functions of the Geosens system. For example, surveyor and project manager will be assigned into different roles with corresponding different level of access. This can be customized in the Roles Permissions page and assigned to the user in the User Details page.
To create the project roles first, access the Project Role page: Navigating to Settings, selecting the Project Security tab, and clicking on the Project Roles sub-tab.
1. Page & Fields Introduction
The fields in the table represent:
Name: the name of the role. It is used as an identifier to represent a set of access to be assigned to users.
Description: the details about this role. Enter necessary details to brief the access condition of this role.
Is Admin: Tick to assign the administrator role and corresponding rights to this role.
Is Base Role: Base roles are pre-defined by system to provide basic roles with general project needs. Ticked means it is a base role set by the system. If a role is newly created and customized based on this project, the box will be crossed, to indicate that it’s a new role and is not a base role by-default. The default roles are:
o View Only Role
o Surveyor Role
o Survey Manager Role
o ENV Manager Role
o Engineer Role
o Site Engineer Role
o Site Crew Role
o Manager Role
o I&M Administrator Role
o Project Administrator Role
o Global Project Administrator Role
Note: Base roles CAN NOT be deleted or edited.
Base roles will come with pre-set access to the project functions for project general needs (please refer to manual - Roles Permissions), and users can create non-base role on this page to assign customized access to the roles (instructed in manual - Roles Permissions).
2. Steps to Create Project Roles
This section provides steps about how to create project roles.
Click the New button at the top right corner of the page.
In the pop-up box, enter the name of the new role and, if necessary, provide a description.
Click on ‘Create’ to create the new project role.
3. Steps to Edit an Existing Project Role
Tick to select an existing project role from the list.
Click ‘Edit’ to open the editing panel of the selected role.
Make any necessary changes on the name / description / is project admin
Click on ‘Save’ to save changes.
Please refer to Manual - Roles Permissions for access management as the next step.
Please refer to Manual - User Details to assign certain role and access level to specific persons as the third step.