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Table of Contents

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Role NameRole DescriptionPrivileges
Read OnlyUsing Asset, a user can view assets and run reports

Can view assets

Contractor RepresentativeUsing Asset, a contractor representative can add and edit assets and maintenance and run reports (scoping required to specific company)

Can add and edit asset details

Can add and edit asset maintenance

ManagerUsing Asset, a user can view assets, add and edit asset maintenance and run reports (cannot delete)

Can add and edit asset maintenance

Can view asset details

AdministratorAdministrator role for Asset

Can access the Settings Menu

Can add and edit assets

Can delete assets

Column ConfigurationUsing Asset, a user can configure columns displayed on screen and in reports (in conjunction with admin role)Column Configuration
Report EmailingUsing Asset, a user can configure scheduled reports on behalf of other users (in conjunction with admin role)Report Emailing Administrator

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for an asset Assets privilege assets and the of those assets
Privilege NameWhat this Privilege Does
Can access the Settings menuSETTINGS added as a tab and the user will have access to modify the Asset Managed Lists.
Can add and edit assetsasset detailsAllows user to view, add and edit assets and the maintenance tasks for those assets.
Can add and edit asset maintenanceAllows user to view, add and edit asset maintenance tasks.
Can delete assetAllows the user to delete assets. Functions in conjunction with the Can Add and Edit Asset details privilege.
Can delete asset maintenanceAllows the user to delete asset maintenance tasks. Functions in conjunction with the Can Add and Edit Asset maintenance privilege.
Can view asset detailsRead-only view of assets.
Can view asset maintenanceRead-only view of asset maintenance tasks.
Column ConfigurationAllows user to configure columns. Restrict access, as any change to columns impacts all users.
Report Emailing AdministratorAllows user to select other email addresses for Email Reporting. A user will still be able to create Email Reports without this privilege, but the reports can only be sent to their registered email address.

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