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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 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.
Standard Platform Roles
Role Name | Description | Contacts must Accept | Valid Contact Types |
|---|---|---|---|
DMS - eSign Management | Users with this role can configure eSign documents. | Yes | Real Person |
DMS - System Administrator | Users with this role can perform all DMS functions and also have access to the Administration menu. | Yes | Real Person |
DMS - User | Users with this role can perform all basic no administration functionality within the DMS. | Yes | Real Person |
Entitlement - System Administrator | Users with this role can perform all standard entitlements functions and also have access to the Administration menu. | Yes | Real Person |
Entitlement - User | Users with this role can use all of the non-administration functions of the Entitlements appliance. | Yes | Real Person |
Gateway - Survey User API | This role is given to a (service account) user so that they have access to the API that processes Surveys. | Yes | Real Person |
Gateway - System Administrator | Users with this role can access all Gateway functions as well as the Administration menu. | Yes | Real Person |
Gateway - User | Users with this role can use all of the non-administration functions of the Gateway appliance. | Yes | Real Person |
Customer Portal - Project Customer | Users with this role will be able to access the |
Customer Portal portal and see their projects. | Yes | Real Person |
Customer Portal - System Administrator | Users with this role can access the |
Customer Portal menu in the Platform appliance. | Yes | Real Person |
Customer Portal - User | Users with this role can view the |
Customer Portal customer portal, | Yes | Real Person | |
Onsite Eye - Arm/Disarm a Site for Motion Detection | Users with can arm/disarm the motion detection. | Yes | Real Person |
Onsite Eye - Data Administrator | TBA | Yes | Real Person |
Onsite Eye - Device Allocator | Users with this role can assign an identity resource to a site. | Yes | Real Person |
Onsite Eye - Device Installer | TBA | Yes | Real Person |
Onsite Eye - Manage Events | Users with this role can work with events logged via the Capture appliances. | No | Real Person |
Onsite Eye - Permission - Geocode Projects/Sites | Allows a user permission to update a project/site's geolocation (coordinates) based on their current location, using the Onsite Eye Mobile App. | Yes | |
Onsite Eye - Permission - Make Events Visible to Customers | With this role users are able to make events | No | Real Person |
Onsite Eye - Permission - Make Events Visible to Suppliers |
This roles allows the user to make any events they capture via Onsite Eye visible to suppliers | No | Real Person | |
Onsite Eye - Project Customer | Users with this role can view capture events on their projects. | Yes | Real Person |
Onsite Eye - Resource Allocator | Users with this role can allocate resources to a site so events can be stored against it. | Yes | Real Person |
Onsite Eye - Site Creator | TBA | No | Real Person |
Onsite Eye - Subscription - Camera Motion Alert | TBA | Yes | Real Person |
Onsite Eye - System Administrator | TBA | Yes | Real Person |
Onsite Eye - User | Users with this role can log into the portal https://onsiteeye.pstpf.com.au/ | Yes | Real Person |
Onsite Inspect - Data Administrator | Users with this role can configure inspection templates and response groups used by structured inspections. | Yes | Real Person |
Onsite Inspect - Inspector | Users with this role can perform inspections on both the mobile and |
the Onsite Inspect portal. | Yes | Real Person | |
Onsite Inspect - Project Customer | Users with this role can perform inspections, that have been assigned to them, on their projects. | Yes | Real Person |
Onsite Inspect - System Administrator | Users with this role have access to the Administration menu in the Onsite Inspect |
portal. | Yes | Real Person |
Onsite Inspect - User | Users with this role can access the Onsite Inspect |
portal. | Yes | Real Person | |
Onsite Inspect - Vendor/Subcontractor | TBA | Yes | Real Organisation |
Onsite Safety - Subscription - User Bulletin (Monthly) | Users with this role will receive the monthly safety bulletin. | Yes | Real Person |
Onsite Safety - Subscription - User Bulletin (Weekly) | Users with this role will receive the weekly safety bulletin. | Yes | Real Person |
Onsite Safety - System Administrator | Users with this role have access to the Administration menu in Safety. | Yes | Real Person |
Onsite Safety - User | Users with this role can work in the Onsite Safety appliance. | Yes | Real Person |
Platform - Associate | Contacts with this role are associated with the platform licensee but have no specific function. | Yes | Real Person |
Platform - CCM Integration | TBA | No | Real Organisation |
Platform - Custom Content Administrator | Users with this role can create custom content. | Yes | Real Person |
Platform - Customer | Users with this role are customers of the platform licensee. | No | Real Person |
Platform - Customer Service Representative | Users with this role appear in customers |
Customer Portal portal for the projects where they are the customer rep. | No | Real Person | |
Platform - Manage Organisation Contacts | Users with this role can update details on contacts, | Yes | Real Person |
Platform - Notification - Custom Content Data Change | Users with this role will receive notifications when custom content is changed. | Yes | Real Person |
Platform - Organisation (Business) | This role is given to businesses connected to the licensee. | No | Real Organisation |
Platform - Platform Member | Users with this role can access the platform appliance. | Yes | Real Person |
Platform - Project Manager | Users with this role appear in customers |
Customer Portal portal for the projects where they are the project manager. | No | Real Person |
Platform - Project Supervisor | Users with this role appear in customers |
Customer Portal portal for the projects where they are the projects supervisor. | No | Real Person | |
Platform - Related Organisation/Business | Organisations with this role can perform inspections for the licensee. | Yes | Real Organisation |
Platform - Salesperson | Users with this role appear in customers |
Customer Portal portal for the projects where they are the salesperson. | No | Real Person | |
Platform - Staff/Employee | Users with this role are employed by the licensee. | No | Real Person |
Platform - Vendor/Subcontractor | Contacts with this role provide good or subcontract for the licensee. | Yes | Real Organisation |
SupplyChain - Accounts Payable Management | Users with this role can perform accounts payable functions in Supply Chain. | Yes | Real Person |
SupplyChain - Notification - Purchase Orders | TBA | Yes | Real Organisation |
SupplyChain - Permission - Approve All Approval Requests | TBA | Yes | Real Person |
SupplyChain - Permission - Impersonate User | TBA | Yes | Real Person |
SupplyChain - Subscription - Approval Requests (Sys Admin) | TBA | Yes | Real Person |
SupplyChain - Subscription - Approval Requests (User) | TBA | Yes | Real Person |
SupplyChain - SupplyChain Bulletin | Users with this role will receive the Supply Chain bulletin. | Yes | Real Person |
SupplyChain - System Administrator | Users with this role have access to the Administration menu in Supply. | Yes | Real Person |
SupplyChain - User | Users with this role can work in Supply. | Yes | Real Person |
Workflow - System Administrator | TBA | Yes | Real Person |
Workflow - User | TBA | Yes | Real Person |
Creating a new Role
Set your perspective to be Platform - Manage Organisation Contacts.
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When you click on Add Contact Role, the following screen is displayed.will appear:
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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. |
Roles for Customer Portal
Customers require the Customer Portal - Project Customer role to be able to log into the Customer Portal.
Staff required to support customers using the customer portal require the Customer Portal - User role.
Staff who maintain data used by the Customer Portal, such as workflows and resources, require the Customer Portal—System Administrator role.
Roles for DMS
To log into the DMS, users must have the DMS - User role.
To be able to work with e-Sign documents, users must have the DMS - eSign Management role.
Users must have the DMS—System Administrator role to add Document Structures, Document Types, and Generic Objects, maintain Contact Role permissions, browse objects, create sites, and work with Tags.
Roles for Onsite Eye
As a minimum, to check in to a site, a user must be registered on the Platform.
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The user must have the role Platform—Staff/ Employee to search for sites using the Onsite Eye app
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To be able to make recorded events visible to customers/suppliers
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There are two separate roles
Onsite Eye - Permission - Make Events Visible to Customers
Onsite Eye - Permission - Make Events Visible to Suppliers
To be able
The user must have the Onsite Eye—Resource Allocator role to assign/relocate QR code signs
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.
To
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control any motion detection elements of the Onsite Eye solution, the user must have the role Onsite
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Eye—Arm/Disarm a Site for Motion Detection.
To add or update the Geocode data of a site/project, the user must have the Onsite Eye—Permission—Geocode Projects/Sites role. Refer to this article for more information.
Roles for Onsite Inspect
Customers must have the Onsite Inspect—Project Customer role to sign in to the app and web portal and access their inspections.
Roles for Onsite Safety
To log into Onsite Safety, users must have the Onsite Safety - User role.
Users must have the Onsite Safety—Onboarding Management role to access the onboarding functionality. For more information, refer to this article.
There are two types of Onsite Safety user bulletins. To receive these users must have the roles Onsite Safety - Subscription - User Bulletin (Weekly) and/or Onsite Safety - Subscription - User Bulletin (Monthly).
There are 3 level of incident. You can choose who should be notified of each level by giving them one or more of these 3 roles
Onsite Safety - Notification - Incident High Severity.
Onsite Safety - Notification - Incident Medium Severity.
Onsite Safety - Notification - Incident Low Severity.