Contact Roles

Page Index

1 Overview
2 Standard Platform Roles
3 Creating a new Role
4 Roles for Customer Portal
5 Roles for DMS
6 Roles for Onsite Eye
7 Roles for Onsite Inspect
8 Roles for Onsite Safety
9 Roles for Platform
10 Roles for Supplier Portal

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 DMS, to give additional levels of control over access and security.

Standard Platform Roles

Role Name	Description	Contacts must Accept	Valid Contact Types

Role Name	Description	Contacts must Accept	Valid Contact Types
Customer Portal - Project Customer	Users with this role have Customer Portal access to projects for which they are a Project Customer (typically assigned to customers).	Yes	Real Person
Customer Portal - System Administrator	Users with this role have SysAdmin-level access to all projects in the Customer software.	No	Real Person
Customer Portal - User	Users with this role have Standard-Level access to all projects in the Customer Portal software (typically assigned to staff supporting customers).	No	Real Person
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 non administration functionality within the DMS.	Yes	Real Person
Entitlement - System Administrator	Users with this role can perform all standard entitlement functions and also have access to the Administration menu. This is an Insula staff-only role.	Yes	Real Person
Entitlement - End User Licensee	Users with this role allow’s an Entitlement Licensee to give Licences to the End user Organisations.	Yes	Real Person
Entitlement - End User System Administrator	Users with this role have (end-user) SysAdmin-Level access to manage entitlements for an end-user Licensee.	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 this role can arm/disarm the motion detection.	Yes	Real Person
Onsite Eye - Data Administrator	Users with this role can maintain data in the Onsite Eye software.	Yes	Real Person
Onsite Eye - Device Allocator/Installer	Users with this role can assign an identity resource to a site.	Yes	Real Person
Onsite Eye - Manage Events	Users with this role can maintain (edit/delete) resource events in the Onsite Eye software.	Yes	Real Person
Onsite Eye - Permission - Geocode Projects/Sites	Users with this role can update a project/site's geolocation (coordinates) based on their current location using the Onsite Eye Mobile App.	Yes	Real Person
Onsite Eye - Permission - Make Events Visible to Customers	Users with this role can make their Onsite Eye events visible to the project's customer contacts	No	Real Person
Onsite Eye - Permission - Make Events Visible to Suppliers	Users with this role can make their Onsite Eye events visible to the project's supplier contacts	No	Real Person
Onsite Eye - Project Customer	Users with this role have access to projects for which they are a Project Customer (typically assigned to customers).	Yes	Real Person
Onsite Eye - Resource Allocator	Users with this role can install/allocate resources to a project/site (eg, QR Code)	No	Real Person Virtual Person
Onsite Eye - Site Creator	Users with this role can create sites (that do not have to be already-established projects) using the Onsite Eye Mobile App.	No	Real Person
Onsite Eye - Subscription - Camera Motion Alert	Users with this role will receive Camera Motion Alert email notifications.	Yes	Real Person
Onsite Eye - System Administrator	Users with this role have SysAdmin-Level access to the Onsite Eye software.	No	Real Person
Onsite Eye - User	Users with this role have Standard-Level User access to the Onsite Inspect software.	No	Real Person
Onsite Inspect - Data Administrator	Users with this role can maintain data in the Onsite Inspect software.	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 have Onsite Inspect Customer Portal/App access to projects for which they are a Project Customer (typically assigned to customers).	Yes	Real Person
Onsite Inspect - System Administrator	Users with this role have SysAdmin-Level access to the Onsite Inspect software.	Yes	Real Person
Onsite Inspect - User	Users with this role can access the Onsite Inspect portal.	Yes	Real Person
Onsite Inspect - Vendor/Subcontractor	Users with this role have Onsite Inspect Supplier Portal/App access to projects for which they are a supplier.	Yes	Real Organisation
Onsite Safety - Notification - Incident: High Severity	Users with this role receive notifications from Onsite Safety when an incident is classified as High Severity.	No	Real Person
Onsite Safety - Notification - Incident: Low Severity	Users with this role receive notifications from Onsite Safety when an incident is classified as Low Severity.	No	Real Person
Onsite Safety - Notification - Incident: Medium Severity	Users with this role receive notifications from Onsite Safety when an incident is classified as Medium Severity.	No	Real Person
Onsite Safety - Onboarding Management	Users with this role can perform the Licensee functions of Onboarding.	No	Real Person
Onsite Safety - Onboarding Request Approver	Users with this role can approve an Onboarding request.	No	Real Person
Onsite Safety - Onsite Worker/Individual	Users with this role work on a licensee's site and are subject to compliance and inductions.	No	Real Person
Onsite Safety - Subscription - User Bulletin (Monthly)	Users with this role will receive the Onsite Safety Bulletin (CTA Summary) email sent monthly.	Yes	Real Person Real Organisation
Onsite Safety - Subscription - User Bulletin (Weekly)	Users with this role will receive the Onsite Safety Bulletin (CTA Summary) email sent weekly.	Yes	Real Person Real Organisation
Onsite Safety - System Administrator	Users with this role have access to the Administration menu in Onsite 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 Organisation Real Person
Platform - Business Structure - Company	Contact role given to signify the entity is a Company.	No	Real Organisation Virtual Organisation
Platform - Business Structure - Co-Operative	Contact role given to signify the entity is a Co-Operative.	No	Real Organisation Virtual Organisation
Platform - Business Structure - Indigenous Corporation	Contact role given to signify the entity is an Indigenous Corporation.	No	Real Organisation Virtual Organisation
Platform - Business Structure - Joint Venture	Contact role given to signify the entity is a Joint Venture.	No	Real Organisation Virtual Organisation
Platform - Business Structure - Partnership	Contact role given to signify the entity is a Partnership.	No	Real Organisation Virtual Organisation
Platform - Business Structure - Sole Trader	Contact role given to signify the entity is a Sole Trader.	No	Real Organisation Virtual Organisation
Platform - Business Structure - Trust	Contact role given to signify the entity is a Trust.	No	Real Organisation Virtual Organisation
Platform - CCM Integration	Assigned to a contact to include them in Centralised Contact Management (CCM) Integration solutions.	No	Real Organisation Virtual Organisation
Platform - Construction Start Administrator	Users with this role are assigned/permitted Starting Construction Project responsibilities.	Yes	Real Person Virtual Person
Platform - Custom Content Administrator	Users with this role have SysAmin-Level access to maintain Custom Content for a licensee. Create custom content.	Yes	Real Person
Platform - Customer	Users with this role are customers of the Platform licensee.	No	Real Person Real Organisation Virtual Person Virtual Organisation
Platform - Customer Service Representative	Users with this role appear in the Customer Portal for the projects where they are the Customer Service Representative.	No	Real Person Virtual Person
Platform - General Enquiries	Contacts with this role are contacts of an organisation that is responsible for assisting with general enquiries.	No	Real Person
Platform - IT System Administrator	Users with this role have SysAdmin-Level access to all Platform Management features for a licensee using the Platform software	No	Real Person
Platform - Maintenance Supervisor	Users with this role are assigned/permitted Maintenance Supervision responsibilities.	Yes	Real Person
Platform - Manage Organisation Contacts	Users with this role have SysAdmin-Level access to all Contact Management features for a licensee using the Platform software.	Yes	Real Person
Platform - Notification - Custom Content Data Change	Users with this role will receive notification emails related to important changes of a contact Custom Content data (typically used to monitor suppliers changing legal details).	Yes	Real Person
Platform - Organisation (Business)	Contacts with this role are an organisation (ie. any type/structure of business) and not a person.	No	Real Organisation Virtual Organisation
Platform - Platform Member	Users with this role have Standard-Level access to login to the Perspective Platform software.	Yes	Real Person Real Organisation Virtual Person Virtual Organisation
Platform - Project Manager	Users with this role appear in the Customer Portal for the projects where they are the project manager.	No	Real Person Virtual Person
Platform - Project Supervisor	Users with this role appear in the Customer Portal portal for the projects where they are the project supervisor.	No	Real Person Virtual Person
Platform - Prospect	Users with this role are a Prospect of a licensee.	No	Virtual person
Platform - Related Organisation/Business	Organisations with this role are related to the licensee for the purpose of sharing platform data (eg. division, subsidiary, partner company, etc.)	Yes	Real Organisation
Platform - Salesperson	Users with this role are assigned/permitted Salesperson responsibilities.	No	Real Person Virtual Person
Platform - Staff/Employee	Users with this role is a staff member of the organisation or an authorised subcontractor (person) with exactly the same permissions/access/responsibility as a staff member.	No	Real Person Virtual Person
Platform - Vendor Type: Install	Contacts with this role are organisations that engages in Installation works and not necessarily the supply of products (typically used for high-level safety compliance requirements).	No	Real Organisation
Platform - Vendor Type: Supply	Contacts with this role are organisations that engages in the Supply of Products/Services and not necessarily installation works (typically used for high-level safety compliance requirements).	No	Real Organisation
Platform - Vendor/Subcontractor Organisation	Contacts with this role are suppliers to the organisation.	Yes	Real Organisation Virtual Organisation
Platform - Work/Purchase Order Enquiries	Contacts with this role are contacts of an organisation who are responsible for assisting with work/purchase order enquiries.	No	Real Person
Supplier Portal - Accounts Payable Management	Users with this role have access to all Accounts Payable features in the Supplier Portal software.	Yes	Real Person
Supplier Portal - Notification - Purchase Orders	Users with this role are recipients of notification emails related to supplier purchase orders in the Supplier Portal software.	Yes	Real Organisation
Supplier Portal - Permission - Approve All Approval Requests	Users with this role can approve any/all Purchase Order Approval requests in the Supplier Portal software.	Yes	Real Person
Supplier Portal - Permission - Impersonate User	Users with this role can impersonate a supplier contact in the Supplier Portal software (typically assigned to staff supporting suppliers).	Yes	Real Person
Supplier Portal - Permission - Tasks Update Framework Logistics	Users with this role can update Framework Logistics tasks.	No	Real Person Real Organisation
Supplier Portal - Subscription - Approval Requests (Sys Admin)	Users with this role receive Supplier Portal Approval Requests (for SysAdmins) Bulletin email.	Yes	Real Person Real Organisation
Supplier Portal - Subscription - Approval Requests (User)	Users with this role receive the Supplier Portal Approval Requests Bulletin email	Yes	Real Person Real Organisation
Supplier Portal- Subscription - Bulletin	Users with this role will receive the Supplier Portal Bulletin (CTA Summary) email.	Yes	Real Person Real Organisation
Supplier Portal - System Administrator	Users with this role have access to the Administration menu in the Supplier Portal.	Yes	Real Person
Supplier Portal - User	Users with this roke have Standard-level access to screens in the Supplier Portal	Yes	Real Person
Workflow - Licensee Organisation	All Workflow Licensee roles also have this role assigned as well. Allows an organisation to be set up as a licensee for accessing Framework Cloud API.	No	Reak Organisation
Workflow - Sales Estimate Administrator	Users with this role have SysAdmin-Level access to Sale Estimation features in the Framework Cloud software.	No	Real Person
Workflow - Sales User	Users with this role have Standard-Level access to Salesperson features in the Framework Cloud software.	No	Real Person
Workflow - Scheduler	Users with this role have Standard-Level access to Scheduling features in the Framework Cloud software.	No	Real Person
Workflow - System Administrator	Users with this role have SysAdmin-Level access to all features in the Framework Cloud software	Yes	Real Person
Workflow - Task Resource	Contacts with this role are eligible to have Resources (themself, teams, gangs, etc.) that can be assigned to workflow tasks in the Framework Cloud software.	No	Real Organisation Virtual Organisation Real Person Virtual Person
Workflow - User	Users with this role have Standard-Level access to all features in the Framework Cloud software	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 will appear:

	Field	Description

	Field	Description
1	Role Name	A meaningful name for the role.
2	Valid Contact Types	Roles can belong to the following contact types; A real person. A real organisation. An organisational unit. A virtual person. A virtual organisation.
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.
The user must have the role Platform - Staff/ Employee to search for sites using the Onsite Eye app.
To be able to make recorded events visible to customers/suppliers the user must have the role Onsite Eye - Permission - Make Events Visible to Customers and/or Onsite Eye - Permission - Make Events Visible to Suppliers.
To be able to geocode a Project/Job users must have the role Onsite Eye - Permission - Geocode Projects/Sites.
To be able to assign QR signs to sites users must have the role Onsite Eye - Resource Allocator.
To control any motion detection elements of the Onsite Eye solution, the user must have the role Onsite 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.
To log into the Onsite Inspect portal, users must have the Onsite Inspect - User role.
To be able to work on inspection templates, users must have the Onsite Inspect - System Administrator role.

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.
Refer to this article for more information.

Roles for Platform

To have system administrator access to Platform, users need the Platform - IT System Administrator role.
Users need the Platform—Manage Organisation Contacts role to assign roles to people or organisations. NOTE: Care should be taken when giving this role to people as it will allow them to give out any role.
The Platform - Staff/Employee is given to people who work for the licensee. It is required to search for sites in the Onsite Eye app.
The Platform - Vendor Type: Install role is used by Onsite Safety for onboarding.
The Platform - Vendor Type: Supply role is used by Onsite Safety for onboarding.

Roles for Supplier Portal

Supplier Portal - Accounts Payable Management
Supplier Portal - Notification - Purchase Orders
Supplier Portal - Permission - Approve All Approval Requests
Supplier Portal - Permission - Impersonate User
Supplier Portal - Permission - Tasks Update Framework Logistics
Supplier Portal - Subscription - Approval Requests (Sys Admin)
Supplier Portal - Subscription - Approval Requests (User)