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Table of Contents

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Role NameRole DescriptionPrivileges
Read OnlyUsing Asset, a user can view assets, maintenance tasks, usage readings and run reports

Can view asset details

Can view asset maintenance

Can view usage readings

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

Can manage usage readings

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

Can add and edit asset maintenance

Can manage usage readings

Can view asset details

AdministratorAdministrator role for Asset

Can access the Settings Menu

Can add and edit asset details

Can add and edit asset maintenance

Can delete assets

Can delete asset maintenance

Can delete usage readings

Can manage usage readings

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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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 asset detailsAllows user to view, add and edit 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 privilegemaintenance privilege.
Can delete usage readingsAllows the user to delete usage readings. Functions in conjunction with the Can Manage Usage Readings privilege.
Can manage usage readingsAllows the user to view, add and edit usage readings.
Can view asset detailsRead-only view of assets.
Can view asset maintenanceRead-only view of asset maintenance tasks.
Can view usage readings
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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