Contact Roles

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Platform Resource Centre

Platform Ideas Portal

My Perspective	Resources	Job Box	Custom Content
Contacts	Administration	Customer Portal	Survey Management

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 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		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
Onsite Eye - Permission - Make Events Visible to Suppliers
Onsite Eye - Project Customer
Onsite Eye - Resource Allocator
Onsite Eye - Site Creator
Onsite Eye - Subscription - Camera Motion Alert
Onsite Eye - System Administrator
Onsite Eye - User
Onsite Inspect - Data Administrator
Onsite Inspect - Inspector
Onsite Inspect - Project Customer
Onsite Inspect - System Administrator
Onsite Inspect - User
Onsite Inspect - Vendor/Subcontractor
Onsite Safety - Subscription - User Bulletin (Monthly)
Onsite Safety - Subscription - User Bulletin (Weekly)
Onsite Safety - System Administrator
Onsite Safety - User
Platform - Associate
Platform - CCM Integration
Platform - Custom Content Administrator
Platform - Customer
Platform - Customer Service Representative
Platform - Manage Organisation Contacts
Platform - Notification - Custom Content Data Change
Platform - Organisation (Business)
Platform - Platform Member
Platform - Project Manager
Platform - Project Supervisor
Platform - Related Organisation/Business
Platform - Salesperson
Platform - Staff/Employee
Platform - Vendor/Subcontractor
SupplyChain - Accounts Payable Management
SupplyChain - Notification - Purchase Orders
SupplyChain - Permission - Approve All Approval Requests
SupplyChain - Permission - Impersonate User
SupplyChain - Subscription - Approval Requests (Sys Admin)
SupplyChain - Subscription - Approval Requests (User)
SupplyChain - SupplyChain Bulletin
SupplyChain - System Administrator
SupplyChain - User
Workflow - System Administrator
Workflow - User