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Managing Asset Access roles and privileges
Who is this article for?Administrators who want to learn to assign Asset Access roles and privileges.
Administrator permissions are required.
This article explores the intricacies of Asset Access roles and privileges, detailing how to assign and manage permissions to ensure proper asset utilisation, maintenance, and security while enabling authorised personnel to efficiently carry out their responsibilities.
1. Asset roles
The standard roles typically provided in all new Lucidity system builds are as follows. These can be edited by system administrators as required.
|
Role Name |
Role Description |
Privileges |
|---|---|---|
|
Read Only |
Using Asset, a user can view assets, maintenance tasks, usage readings and run reports. |
|
|
Contractor Representative |
Using Asset, a contractor representative can add and edit assets and maintenance and run reports (scoping required to specific company). |
|
|
Manager |
Using Asset, a user can view assets, add and edit asset maintenance and run reports (cannot delete). |
|
|
Administrator |
Administrator role for Asset |
|
|
Column Configuration |
Using Asset, a user can configure columns displayed on screen and in reports (in conjunction with admin role). |
|
|
Report Emailing |
Using Asset, a user can configure scheduled reports on behalf of other users (in conjunction with admin role). |
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2. Asset privileges
|
Privilege Name |
What this Privilege Does |
|---|---|
|
Can access the Settings menu |
Settings added as a tab and the user will have access to modify the Asset Managed Lists. |
|
Can add and edit asset details |
Allows user to view, add and edit assets. |
|
Can add and edit asset maintenance |
Allows user to view, add and edit asset maintenance tasks. |
|
Can delete asset |
Allows the user to delete assets. Functions in conjunction with the Can Add and Edit Asset details privilege. |
|
Can delete asset maintenance |
Allows the user to delete asset maintenance tasks. Functions in conjunction with the Can Add and Edit Asset maintenance privilege. |
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Can delete usage readings |
Allows the user to delete usage readings. Functions in conjunction with the Can Manage Usage Readings privilege. |
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Can manage usage readings |
Allows the user to view, add and edit usage readings. |
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Can view asset details |
Read-only view of assets. |
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Can view asset maintenance |
Read-only view of asset maintenance tasks. |
|
Can view usage readings |
|
|
Column Configuration |
Allows user to configure columns. Restrict access, as any change to columns impacts all users. |
|
Report Emailing Administrator |
Allows 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. |