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Platform Usage

Articles in this section are for general users of Platform.

Platform Administration
Articles in this section may be useful for
staff maintaining the infrastructure
of the Platform.

Platform FAQ
Articles in this section provide answers to frequently asked questions on the Platform appliance.

Platform Release Information and Roadmap
Articles in this section give release notes and links to see the product roadmap.

Platform Resource Centre

Platform Ideas Portal

Perspective Platform Resource Centre

Platform Usage

Articles in this section are for general users of Platform.

Platform Administration
Articles in this section may be useful to technical staff maintaining the infrastructure of the Platform.

Platform FAQ
Articles in this section provide answers to frequently asked questions on the Platform appliance.

Platform Release Info and Roadmap
Articles in this section give release notes and links to see the product roadmap.

Platform Resource Centre

Platform Ideas Portal

Contact roles are used to control security and access throughout all of the platform applications. There are two types of roles within the platform;

  1. Standard platform roles. You can tell when a role is standard as its owner is shown as Perspective Platform.

  2. 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

Yes

Real Person

Entitlement - System Administrator

Yes

Real Person

Entitlement - User

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

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