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Page Index
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 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 | Yes | Real Person | |
Gateway - System Administrator | Users with have this | Yes | Real Person |
Gateway - User | Users with this role can use all of the non-administration functions of the Gateway appliance. | Yes | Real Person |
Nexus - Project Customer | Users with this role will be able to access the Nexus portal and see their projects. | Yes | Real Person |
Nexus - System Administrator | Users with this role can access the Nexus menu in the Platform appliance. | Yes | Real Person |
Nexus - User | Users with this role can view the Nexus 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 | TBA | Yes | Real Person |
Onsite Eye - Device Installer | TBA | Yes | Real Person |
Onsite Eye - Manage Events | TBA | No | Real Person |
Onsite Eye - Permission - Make Events Visible to Customers | TBA | No | Real Person |
Onsite Eye - Permission - Make Events Visible to Suppliers | TBA | No | Real Person |
Onsite Eye - Project Customer | TBA | 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 | Users with this role | Yes | Real Person |
Onsite Eye - System Administrator | TBA | Yes | Real Person |
Onsite Eye - User | Users with this role can log into the Capture app and the onsite | Yes | Real Person |
Onsite Inspect - Data Administrator | Users with this role | Yes | Real Person |
Onsite Inspect - Inspector | Users with this role | Yes | Real Person |
Onsite Inspect - Project Customer | Users with this role | Yes | Real Person |
Onsite Inspect - System Administrator | Users with this role | Yes | Real Person |
Onsite Inspect - User | Users with this role | Yes | Real Person |
Onsite Inspect - Vendor/Subcontractor | Users with this role | Yes | Real Organisation |
Onsite Safety - Subscription - User Bulletin (Monthly) | Users with this role | Yes | Real Person |
Onsite Safety - Subscription - User Bulletin (Weekly) | Users with this role | Yes | Real Person |
Onsite Safety - System Administrator | Users with this role | Yes | Real Person |
Onsite Safety - User | Users with this role | Yes | Real Person |
Platform - Associate | Users with this role | Yes | Real Person |
Platform - CCM Integration | Users with this role | No | Real Organisation |
Platform - Custom Content Administrator | Users with this role | Yes | Real Person |
Platform - Customer | Users with this role | No | Real Person |
Platform - Customer Service Representative | Users with this role | No | Real Person |
Platform - Manage Organisation Contacts | Users with this role | Yes | Real Person |
Platform - Notification - Custom Content Data Change | Users with this role | Yes | Real Person |
Platform - Organisation (Business) | Users with this role | No | Real Organisation |
Platform - Platform Member | Users with this role | Yes | Real Person |
Platform - Project Manager | Users with this role | No | Real Person |
Platform - Project Supervisor | Users with this role | No | Real Person |
Platform - Related Organisation/Business | Users with this role | Yes | Real Organisation |
Platform - Salesperson | Users with this role | No | Real Person |
Platform - Staff/Employee | Users with this role | No | Real Person |
Platform - Vendor/Subcontractor | Users with this role | Yes | Real Organisation |
SupplyChain - Accounts Payable Management | Users with this role | Yes | Real Person |
SupplyChain - Notification - Purchase Orders | Users with this role | Yes | Real Organisation |
SupplyChain - Permission - Approve All Approval Requests | Users with this role | Yes | Real Person |
SupplyChain - Permission - Impersonate User | Users with this role | Yes | Real Person |
SupplyChain - Subscription - Approval Requests (Sys Admin) | Users with this role | Yes | Real Person |
SupplyChain - Subscription - Approval Requests (User) | Users with this role | Yes | Real Person |
SupplyChain - SupplyChain Bulletin | Users with this role | Yes | Real Person |
SupplyChain - System Administrator | Users with this role | Yes | Real Person |
SupplyChain - User | Users with this role | Yes | Real Person |
Workflow - System Administrator | Users with this role | Yes | Real Person |
Workflow - User | Users with this role | Yes | Real Person |
Creating a new Role
Set your perspective to be Platform - Manage Organisation Contacts.
Open Administration > Contact Roles
When you click on Add Contact Role, the following screen is displayed.
Field | Description | |
|---|---|---|
| 1 | Role NAme | A meaningful name for the role. |
| 2 | Valid Contact Types | Roles can belong to the following contact types;
|
| 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. |