Project Roles
When a user is assigned to a project, they must also be assigned a project role.
Create a New Project Role
Navigate to Engineering -> Roles
Configure Project Role
The following settings can be made via the project role options:
[A]
Name
Name of the project role
[D]
Used in Projects
Indicates in which projects this role is used
[F]
Full access to assets without tags
If this switch is activated, users with this role have full access to assets that are not tagged. ↗ Full access to assets without tags
[G]
Tags
A list of all tags to which owners of this role have access
[H]
Universal switch «Dashboards»
Activate/deactivate all write permissions and read permission for the «Dashboards» function
[H1]
Dashboards
Activate/deactivate write and read access for the «Dashboards» function
[H2]
Widgets
Activate/deactivate write and read access for the «Widgets» function
[I]
Universal switch «Alarm»
Activate/deactivate all write permissions and read permission for the «Alarms» function
[I1]
Alarms
Activate/deactivate write and read access for the «Alarms» function
[I2]
Alarm History
Activate/deactivate write and read access for the «Alarm History» function
[J]
Universal switch «Tickets»
Activate/deactivate all write permissions and read permission for the «Tickets» function
[J1]
Augmented Reality
Activate/deactivate write and read access for the «Augmented Reality» function
[K]
Universal switch «Rules»
Activate/deactivate all write permissions and read permission for the «Rules» function
[K1]
Asset Editor
Grant write/read permission for the «Asset Editor»
[L]
Universal switch «Assets»
Activate/deactivate all write permissions and read permission for the «Assets» function
[L1]
Assets
Activate/deactivate write and read access for the «Assets» function
[M]
Universal switch «Analytics and Reports»
Activate/deactivate all write permissions and read permission for the «Analytics and Reports» function
[M1]
Analytics
Activate/deactivate write and read access for the «Analytics» function
[M2]
Reports
Activate/deactivate write and read access for the «Reports» function
[N]
Universal switch «Smart View»
Activate/deactivate all write permissions and read permission for the «Smart View» function
[N1]
Views
Activate/deactivate write and read access for the «Smart Views» function
[O]
Universal switch «Map and Floor»
Activate/deactivate all write permissions and read permission for the «Map and Floor» function
[O1]
Map and Floor
Activate/deactivate write and read access for the «Map and Floor» function
[P]
Universal switch «BIM»
Activate/deactivate all write permissions and read permission for the «BIM» function
[P1]
BIM
Activate/deactivate write and read access for the «BIM» function
[Q]
Universal switch «Digital Twin»
Activate/deactivate all write permissions and read permission for the «Digital Twin» function
[Q1]
Digital Twin
Activate/deactivate write access and read permission for «Digital Twin»
[R]
Universal switch «Connection»
Activate/deactivate all write permissions and read permission for the "Connection" function
[R1]
MQTT
Activate/deactivate write and read access for "MQTT"
[R2]
Webhook
Activate/deactivate write and read access for "Webhook"
[R3]
RESTful
Activate/deactivate write and read access for "RESTful"
[R4]
Kafka
Activate/deactivate write and read access for "Kafka"
[R5]
OPC UA
Activate/deactivate write and read access for "OPC UA"
[R6]
Legacy
Activate/deactivate write and read access for "Legacy"
[R7]
PKI
Activate/deactivate write and read access for "PKI"
[R8]
Node
Activate/deactivate write and read access for "Node"
[S]
Universal switch «Engineering»
Activate/deactivate all write permissions and read permission for the "Settings" function
[S1]
Users in other lists
When this function is activated, users can, under certain conditions, see the names of other users, even if they do not have the rights for it in the corresponding system role. ↗ More information
[S2]
Escalation
Activate/deactivate write and read access for the "Escalation" function
[S3]
Script Engine
Activate/deactivate write and read access for the "Script Engine" function
[S4]
Asset Editor
Grant write and read permission for the "Asset Editor"
[T]
Universal switch «AR»
Activate/deactivate all write permissions and read permission for the "Smart Assist" function
[T1]
AR
Activate/deactivate write permissions and read permission for the "Smart Assist" function
[U]
Save
You must save your selection
Don't forget to Save your settings [U]
[C] The Expert Mode
When Expert Mode is activated, ↗ entities (e.g., tickets, digital twins, etc.) can be accessed that are assigned to assets to which the role would otherwise have no access.
Example 1
An asset is tagged with "A," "B," and "C"
The user has read permission for tag A
The user has no read permission for tag B and tag C
The "Expert Mode" option is irrelevant in this example
▷ The user sees the asset in the asset overview
▷ The user sees tickets that refer to this asset
▷ In a ticket, the user sees the name of the asset. By clicking on the name of the asset, the user can open the asset details.
Example 2
An asset is tagged with "A," "B," and "C"
The user has no read permission for the 3 tags
The "Expert Mode" option is not activated
▷ The user does not see the asset in the asset overview
▷ The user does not see any tickets that refer to this asset
Example 3
An asset is tagged with "A," "B," and "C"
The user has no read permission for all tags
The "Expert Mode" option is activated
▷ The user does not see the asset in the asset overview
▷ The user sees tickets that refer to this asset
▷ In these tickets, the user does not see the name of the asset
[E] Asset Tags
If you add one or more tags here, this role can only see assets that are tagged with these tags. All other assets are hidden.
Example: You add the tag "Ventilation systems." This role will only be able to access assets that are tagged with "Ventilation systems."
If an asset is assigned multiple tags: The role has access to the asset, even if it is only enabled for a single tag of the asset.
[F] Full Access to Assets Without Tags
If this option is activated: Users have full access to all assets that have no (0) tags.
[S1] - Users in Other Lists
Whether a user can see the usernames of other users is actually determined in the system role. In certain cases, it may be desirable for users to be able to view the names of other users, even though they lack the rights for it in the system role.
For this purpose, the [S1] switch can be activated.
In the example below, a user can see the usernames after this option has been activated.
Assign a Project Role to a User
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