Select the Correct User Role for Team Members
Summary: Determine which of the four permission levels to assign to team members based on their operational responsibilities.
What you need
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Administrator access to the platform.
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The email addresses of the team members you intend to invite or edit.
Roles at a glance:
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Admin
This role has full access to all platform features. Intended for: Main users and project owners. -
Manager
This role has access to nearly all platform features, with a few restrictions (e.g., cannot create and edit users or use the Webshop). Intended for: Trusted users who do not hold executive-level decision-making rights. -
Staff
This role has a limited ability to modify settings or input values, but can view most data available in the platform. Intended for: Users who need the software for specific tasks, such as operators who explain stoppages or respond to alerts. -
Read-only
This role cannot edit any global settings that impact data or other users, but can still view most pages. Intended for: Guest users who should not be able to make any changes.
Detailed Permission Matrix
The following tables list all specific permissions, broken down by product area. Note: Any feature or page not explicitly mentioned in this list is accessible to all user roles.
General
| Permission | Admin | Manager | Staff | Read-only |
| Webshop: View Webshop | X | |||
| User management: Create, edit and delete users | X | |||
| Online onboarding: View & edit | X | |||
| User Management: View user management page | X | X | ||
| Currency & Prices: Edit currency & prices | X | X | ||
| Carbon Emissions: Create, edit & delete | X | X | ||
| Group management: Create, edit and delete groups | X | X | ||
| Production Schedules: Create, edit and delete | X | X | ||
| Naming: Edit sensor & bridge names | X | X | ||
| Dashboards: Create edit and delete dashboards | X | X | ||
| Reports: Create & edit tracking reports settings | X | X | ||
| Reports: Delete tracking reports | X | X | ||
| Reports: Download report documents | X | X | X | |
| Alerts: View configuration | X | X | X | |
| Alerts: View recipients of alerts | X | X | ||
| Alerts: Edit configuration | X | X | ||
| See external links (knowledge base, release notes) | X | X | X |
OEE
| Permission | Admin | Manager | Staff | Read-only |
| Stop reasons: Create, edit and delete stop reasons | X | X | ||
| Configuration: Edit settings on configuration page | X | X | ||
| Products: Create & edit products | X | X | ||
| Operator view: Edit target speed | X | X | X | |
| Operator view: Start and stop batches | X | X | X | |
| Operator view: Explain & split stops | X | X | X | |
| Manual quality: Insert quality data | X | X | X |
Information on how to invite new team members to the platform is found here.