Roles & Permissions

Every new project launch has its own particularities, and the setup and initialization of these projects depends on multiple factors, such as:

  • Project organizational structure

  • Staff and resources assigned

  • Location of the project

  • Units of measurement

  • Currencies

  • Financial reporting period

This lesson covers how to set up these project options.

Establishing roles and permissions is an administrative function. As such, access to these settings may not be available to you, as the setup of these settings may not be within the scope of your daily tasks.

User Management

The User Management page provides a list of users inside your organization. You can view any user’s project access, roles, and permissions within your organization. Users with required administrative permissions can edit and grant permissions to other users, up to the equivalent level of access they have been granted.

View the Role and Permissions of a User

  1. From any InEight application, click on the First Level Menu in the upper left corner of your screen, and from the drop-down menu, select Suite Administration, then User Management.

  2. Scroll down the list or use the Search field to find and select a user.

  3. To view the record, right click on the name, and select Show Info.

    • You can also click on the Show Info button located on the upper-right register menu bar

    You can use the Search located in the upper right corner of the page to search for a keyword in any column in the User Management database.

    • Once you click on the Show Info option, a slide out panel appears on the right. From this panel, you can view the contact information, as well as the role and project access of that specific user.

    Note that once your organization implements the InEight cloud platform, you will be able to link your contacts’ address book to your user information.

Organizational Breakdown Structure

The Organizational Breakdown Structure represents the way your company is structured and divided, such as departments, districts, sectors, etc. Roles and permissions can be added at different levels in your OBS, so users with a district level access would have access to all the projects under that district’s umbrella.

Roles and Permissions

A role is defined as the function that a user occupies inside an organization or project.  A role in Platform contains a set of predetermined authorizations and permissions. When a role is assigned to a user, they acquire all the permissions of that role in the project or organization that you can assign to users or project staff.  With sufficient rights and permissions, you can add or remove a role and all access it provides from the user. The Roles and Permissions section is where you can view what permissions each different role has. Refer to Platform topic for information about adding, deleting, modifying, and assigning roles.

The administrator levels range from 0-3 and give you a predetermined set of permissions, with the lowest level giving read only access, and higher levels having more abilities to adjust settings and edit fields within the InEight portfolio of products.

InEight Control has many permissions that control important functions within the program.