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Overview
Contact roles are used to control security and access throughout all of the platform applications. There are two types of roles within the platform;
Standard platform roles. You can tell when a role is standard as its owner is shown as Perspective Platform.
Platform licensee specific roles. Each platform licensee can create its their own set of roles. These can be used in certain areas of the platform such as Onsite Safety and Almirah to give additional levels of control over access and security.
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Role Name | Description | Contacts must Accept | Valid Contact Types |
|---|---|---|---|
DMS - eSign Management | Yes | Real Person | |
DMS - System Administrator | Yes | Real Person | |
DMS - User | Users with this role | Yes | Real Person |
Entitlement - System Administrator | Users with this role can perform all administration functions with the entitlement system. | Yes | Real Person |
Entitlement - User | Users | Yes | Real Person |
Gateway - Survey User API | Yes | Real Person | |
Gateway - System Administrator | Yes | Real Person | |
Gateway - User | Yes | Real Person | |
Nexus - Project Customer | Yes | Real Person | |
Nexus - System Administrator | Yes | Real Person | |
Nexus - User | Yes | Real Person | |
Onsite Eye - Arm/Disarm a Site for Motion Detection | Yes | Real Person | |
Onsite Eye - Data Administrator | Yes | Real Person | |
Onsite Eye - Device Allocator | Yes | Real Person | |
Onsite Eye - Device Installer | Yes | Real Person | |
Onsite Eye - Manage Events | No | Real Person | |
Onsite Eye - Permission - Make Events Visible to Customers | No | Real Person | |
Onsite Eye - Permission - Make Events Visible to Suppliers | No | Real Person | |
Onsite Eye - Project Customer | Yes | Real Person | |
Onsite Eye - Resource Allocator | Yes | Real Person | |
Onsite Eye - Site Creator | No | Real Person | |
Onsite Eye - Subscription - Camera Motion Alert | Yes | Real Person | |
Onsite Eye - System Administrator | Yes | Real Person | |
Onsite Eye - User | Yes | Real Person | |
Onsite Inspect - Data Administrator | Yes | Real Person | |
Onsite Inspect - Inspector | Yes | Real Person | |
Onsite Inspect - Project Customer | Yes | Real Person | |
Onsite Inspect - System Administrator | Yes | Real Person | |
Onsite Inspect - User | Yes | Real Person | |
Onsite Inspect - Vendor/Subcontractor | Yes | Real Organisation | |
Onsite Safety - Subscription - User Bulletin (Monthly) | Yes | Real Person | |
Onsite Safety - Subscription - User Bulletin (Weekly) | Yes | Real Person | |
Onsite Safety - System Administrator | Yes | Real Person | |
Onsite Safety - User | Yes | Real Person | |
Platform - Associate | Yes | Real Person | |
Platform - CCM Integration | No | Real Organisation | |
Platform - Custom Content Administrator | Yes | Real Person | |
Platform - Customer | No | Real Person | |
Platform - Customer Service Representative | No | Real Person | |
Platform - Manage Organisation Contacts | Yes | Real Person | |
Platform - Notification - Custom Content Data Change | Yes | Real Person | |
Platform - Organisation (Business) | No | Real Organisation | |
Platform - Platform Member | Yes | Real Person | |
Platform - Project Manager | No | Real Person | |
Platform - Project Supervisor | No | Real Person | |
Platform - Related Organisation/Business | Yes | Real Organisation | |
Platform - Salesperson | No | Real Person | |
Platform - Staff/Employee | No | Real Person | |
Platform - Vendor/Subcontractor | Yes | Real Organisation | |
SupplyChain - Accounts Payable Management | Yes | Real Person | |
SupplyChain - Notification - Purchase Orders | Yes | Real Organisation | |
SupplyChain - Permission - Approve All Approval Requests | Yes | Real Person | |
SupplyChain - Permission - Impersonate User | Yes | Real Person | |
SupplyChain - Subscription - Approval Requests (Sys Admin) | Yes | Real Person | |
SupplyChain - Subscription - Approval Requests (User) | Yes | Real Person | |
SupplyChain - SupplyChain Bulletin | Yes | Real Person | |
SupplyChain - System Administrator | Yes | Real Person | |
SupplyChain - User | Yes | Real Person | |
Workflow - System Administrator | Yes | Real Person | |
Workflow - User | Yes | Real Person |
Creating a new Role
Set your perspective to be Platform - Manage Organisation Contacts.
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Open Administration > Contact Roles
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When you click on Add Contact Role the following screen is displayed.
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Field | Description | |
|---|---|---|
| 1 | Role NAme | A meaningful name for the role. |
| 2 | Valid Contact Types | Roles can belong to the following contact types;
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| 3 | Contacts are required to accept connection requests when assigned this contact role. | If ticked then when you assign this role to a contact they will receive an email with a link on it that when they click on it will acknowledge their acceptance of the role. |
| 4 | Save | Saves the role. |