Create and assign project roles
Content of this chapter: Guidance on creating and assigning project roles.
Last updated
Content of this chapter: Guidance on creating and assigning project roles.
Last updated
For a to be able to access a , a must be assigned to him in the . The determines which read and write permissions a has in a . To create a , click on Eliona Engineering and go to the "Roles" tab. Click on the top right and enter the name of the role. To configure the , click on the name of it in the list of on the left or .
After that, this window opens for . At the top left, you can select the default position of the . For example, for a "Service technician Kispi" Zurich would be entered. Below the default position, you will find the option to activate the expert mode. If this is activated, the has access to all and objects that are linked to assets. Under the expert mode, you can see for which this project role is used. Nothing can be changed here. At the bottom left, the available are set. If you click on "Add tag", you can share the associated with the assigned tag to the role. On the right side, you can configure read access (eye) and write access (pen) of each Eliona feature individually.
The created must now be assigned to a . Open and click on the "Projects" tab. Click on the desired where you want to use the .
If the desired does not yet have access to the (does not appear in the list on the right) click and select the and the desired . If the does not exist at all yet, we have a guide on here. If the user already has access to the project, and you only want to change the , click on the desired in the list of users.
