Roles

The setup and design of Compliance and Completions roles and permissions are different than any other of the InEight cloud platform applications. A Level 3 – Account Admin role, with full permissions of all modules must be present and maintained correctly in Platform for subsequent users to get added to the Compliance and Completions application. The level 3 administrator can set up module administrators and configure modules according to business needs.

The image below shows the default seated roles:

Name Definition
Module administrator Full access to all the permissions.
Reporter A general role that allows the execution of forms in any category or project assigned. It does not allow manipulation of other users, role creation, or template creation.
Read-only A general role that allows the viewing of events and tasks in assigned categories or projects. It does not allow manipulation of other users, roles, templates, events, or tasks.

Role permissions are module specific. They are comprised of permissions that you can perform in a specific module. You can create different roles with specific permissions as needed to facilitate any process you plan to do in a module. When you create a new role, it will default to Reporter role permissions. After you create a role, you can update its permissions.

The following table shows examples of user roles and definitions:

Role Definition Example names
Module Administrator Responsible for administering Compliance or Completions daily per the organizational assignments.

  • Compliance or Completions Module administrator
Other general roles Specific job roles with limited access.

  • Form Creator

  • Crane Manager

In User assignments, you must designate roles as part of the assignment. The users in the assignment will inherit the permissions in the designated role. For more information, see User assignments.

The roles tab page shows the following role columns:

  • Name

  • Description

  • Created by

  • Created on

  • Last Updated on

  • Last updated by

You can filter the columns and use the Column chooser to customize your view.

Steps

To navigate to Roles, see steps to access organization level settings in Settings overview.

Add a new role

  1. Click the Add role icon. The Add role dialog box opens.

  2. Fill in the required role name and optional description.

  3. Select the designated permissions, and then click Save.

Copy or delete a role or roles

  1. Select the checkbox next to the role or roles.

  2. Click the Copy role icon to copy or the Delete role icon to delete.

Edit a role

  1. Click the role name link. The Edit role dialog box opens.

  2. Edit the role, and then click Save.

Related links

InEight Platform Roles and permissions