Note: Supervisors cannot currently use the scheduler. This limitation is temporary and will be updated in the future.
We have now introduced Roles and Permissions in Makula! This feature allows organisations to control and manage access for different users based on their roles, ensuring that each user only has access to the areas of the system that are relevant to them, based on the permissions assigned to their role.
Roles define the level of access and permissions a user has within the software. The following roles are available:
Owner: The Owner has the highest level of access, with full control over all features, user roles, and the ability to transfer ownership, but cannot be added to te
Administrator: The Administrator has the exact same permissions as the Owner, except they cannot transfer ownership or delete the owner.
Supervisor: The Technician role, previously known as Member, oversees maintenance activities, schedules and assigns work orders, monitors progress, and generates reports, but does not have access to the settings page.
Technician: The Technician role can view and update assigned work orders, add comments, close completed tasks, and edit custom fields, but cannot schedule or assign tasks.
Each role has specific permissions that govern access to key features such as work order management, Assets, Facilities, AI Assistant, 3D, Analytics and company settings.
Roles Detailed Overview
1. Owner
The Owner has the highest level of access within the system. This role is automatically assigned to the first user created in the system and cannot be deleted. The Owner has the following capabilities:
Full access to all features and functionalities.
Ability to change roles for other users.
Cannot be added to teams.
Can transfer the Owner role to another user, after which the original Owner becomes an Administrator.
2. Administrator
The Administrator has access to all features and functionalities, similar to the Owner, with the only difference being that they are unable to transfer or delete the Owner role.
3. Supervisor
The Supervisor has comprehensive access with some restrictions:
Work Orders: Full access to work orders (create, assign, view, schedule, update) and manage resources, with communication capabilities. Cannot delete work orders.
Procedures: Can manage templates (add, view, update, attach) but cannot delete them.
Scheduling: Full access to scheduling and task management.
Activity Logs: Can view audit logs.
3D Features: Full access to 3D models, guides, and spare parts work orders.
AI Assistant: Can fully manage assistants (create, delete, rename).
Assets: Can view documentation, add notes, delete certain items, but cannot modify assets or inventory.
Facilities: Can manage (add/edit) but not delete or view facilities.
Analytics: Can manage reports (add/edit) but cannot view or delete them.
Company Settings: No access.
4. Technician
The Technician has limited permissions for task-focused activities:
Work Orders: Can manage (create, view, update) but not assign, schedule, or delete them.
Procedures: Can view and attach templates but cannot modify them.
3D Features: Can view models, create work orders, and guides, but cannot modify or upload 3D content.
AI Assistant: Can query but not manage assistants.
Assets: Can view documentation, add notes, but cannot modify or manage assets, machines, or inventory.
Facilities: Can view but not manage or delete facilities.
Analytics: No access.
Company Settings: No access.
User Types: Restricted vs. Unrestricted
There are two types of users in the system: Restricted and Unrestricted.
Restricted Users: These users are part of a team and their access is limited to their role within the scope of that team. Their permissions and actions are limited to their team, and they cannot access features or areas outside of it. Supervisors will only be able to add or remove assignees in a work order who are in their team, even for work orders that have assignees outside of their teams. They will not be able to remove or add assignees outside of their team in any work order.
Unrestricted Users: These users are not part of any team and have full access according to their role level. They are not restricted by team boundaries and can interact with all relevant features and functionalities based on their role.
Note: Admins and Owner can not be a part of a team.
Comprehensive Overview of User Capabilities
