Roles and Permissions

You are a project administrator and you want to allow the project engineer access to edit the project. You also have ten field engineers that you want to view the project and claim quantities.

The InEight cloud platform allows you to create roles with assigned permissions, as shown below: 

You can then assign roles to users as needed:

Users with the same role will have the same permissions.

You or the user being assigned to the project will only have the permissions granted for that project. Users would not have the same permissions on another project unless those same permissions are granted on another project.

Some InEight applications require specific roles to be assigned to perform their functions.  Even if you have administrative access, you may need to be assigned a specific role to perform a function.

Using the above scenario as an example, your setup of roles and permissions for your project engineer may look something like this:

Role Creation

Roles are organized into four Administrator Levels. These levels determine the available permissions you can grant to a new role or custom role. It is a way to filter permission options.

Level

Descriptor

Available Permissions

0

Base

View access only.

1

Project Admin

Edit information for a project.

2

Organization Admin

Edit User information and create new projects.

3

Account Admin

All the available permissions including adding users and editing roles and permissions.

You can change the available permissions by choosing the appropriate Administrative level.

Here is an example of how the permissions are filtered based on which Administrator level is selected. 

For an Administrator level of Level 0 – Base, in the Plan application for Quantity Tracking, this role would only be able to view items.

For an Administrator level of Level 3 – Account Admin, in the Plan application for Quantity Tracking, this role would only be able to View, Manage, Create, Edit, and Delete. 

Only Levels 0 and 1 roles can be assigned to a project. Levels 2 and 3 must be assigned at the Organizational level.

The permissions available for each role are grouped by the appropriate InEight application. Each application has its own permission settings.

You can expand each line to show the available permissions.

You can choose to select all the available permissions, or you can define the permissions individually.

Step by Step — Create a Role

  1. From the Main menu, click Suite Administration > Roles and Permissions. The Roles and permissions page opens.

  2. Click the Add role icon to add a new role.

    • The Add role page opens

  3. Name the role Engineer 2 – [your initials].

  4. Define the description as Role for Field Engineers.

  5. Click the Save button.

Permissions

After you create a role, you can edit the role to define its permissions.

Step by Step — Define Permissions

  1. From the Roles and Permissions page, select your Engineer 2 role.

  2. Click the Edit role icon.

    • Notice that under the Permissions section, none of the permission boxes are checked.

  3. Expand the Plan section.

  4. Click on Select all.

  5. Click Save.

Role Assignment

After you define the permissions for a role, you can assign the role to a user.

Step by Step — Assign a Role to a User

  1. From the Main menu, click Suite Administration > User Management.

  2. Select a name from the list.

    • If this is a class, you will want to assign all the created roles to one user, otherwise cleaning up the system later becomes problematic

  3. Click the Show information details icon.

  4. Click Assign/unassign roles.

  5. In the Roles section, click Add role.

  6. In the Role drop-down list, select Engineer.

  7. In the Organization/Project field, select C-XYZ.

    • C-XYZ is the organization that you are providing permissions for.

  8. Click the Save button.