While User Roles will vary by instance, based on the mix and responsibilities of Users, there are some User Roles that are typical across most instances. For example, most instances have a Master Administrator who carries almost all Permissions at a Global level. Other common User Roles include Global Basic User, Contract Engineer and Contract Technician.

This article introduces some common User Roles and the Permissions included with each. For new Instance Administrators, these often serve as a good starting point. The Role configurations can be tweaked over time to add or remove Permissions as appropriate, and new User Roles are often created to accommodate Users whose need to know and responsibilities vary from the norm.

Role-Assignment Best Practices

The application requires a Global or Contract designation when a User Role is created. The Role's name should utilize a prefix or suffix that clearly identifies it as a Global or Contract-level Role. The examples below use: "(C)" or "(G)" prefix.

Global Roles can only be assigned at the Global Level.
While the application allows Contract-level Roles to be assigned Globally, this is not recommended. Doing so can result in unintended data visibility and access to tools beyond a user's responsibility or authority.
- Assigning a Contract-level Role to a user, gives the user access to that Contract and associated data.
- Users should only be granted access to the Contracts for which they have work responsibilities or need to know.
- Users should be assigned the lowest-level User Role that meets their needs. That is, if "Technician" meets their needs, they should not be assigned "Supervisor" role.

Refer to the User Roles page for guidance on User Role creation and management. The following sample User Role permission sets may be helpful as you establish your new InfraLink instance.

Global User Role Examples

Sample Global Basic Role

This User Role is necessary just to access the system and is typically assigned to every User Account. It provides Users with only the Read Permissions necessary to see instance definitions and basic tools, but it does not provide access to any Contract-specific data. Users should be assigned this Global Role plus one or more Contract-level Roles.

Activities
- General
  - Edit Own Progress Updates
- Categories
  - Read
Assets
- Custom Fields
  - Definition - Read
  - Type-based Field - Read
- Models
  - Read
- Types
  - Read
Cases
- Categories
  - Read
- Custom Fields
  - Contract and Category Based Field - Read
  - Definition - Read
- Event Subscription
  - Read
- Workflow
  - Read
Configurations
- Dashboards
  - Shared Dashboard - Read
- View Configuration
  - Shared View Configuration - Read
Drawings
- Categories
  - Read
Export
- Export All (Grids)
- Export Entity Details (Print, Export Selected)
Issues
- Read
Job Number
- Read
Labor Category
- Read
Locations
- Custom Fields
  - Definition - Read
  - Type-based Field - Read
- Types
  - Read
Notification Banner
- Read
Organizations
- Contract Participants
  - Read
- Manufacturers and Vendors
  - Read
Problem Causes
- Read
Resolutions
- Read
System Elements
- Custom Fields
  - Choice Template - Read
  - Type-based Field - Read
- Life Cycle
  - Read
- Link Types
  - Read
- Types
  - Read
Tasks
- Status Reasons
  - Task Status Reason - Read
- Task Templates
  - Task Template Type - Read
Templates
- Excel Export Template - Read
Timecard
- Read
Users
- General
  - Event Self Subscription
  - Password Self Change
  - Read
  - User Profile Self Update
Work Forms
- Categories
  - Read
Work Tickets
- Workflow
  - Read

Sample Global Master Administrator Role

The Global Master Administrator Role provides access to almost all elements, accounts, roles, etc. This User Role should be assigned to Instance Administrators only to maintain the consistency and accuracy of configurations, ensure site security through proper user management, and promote long-term data integrity.

Note: This Role typically exists when the instance is turned over to the Instance Administrator.

Activities
- General
  - Activity Assign
  - Create
  - Edit Other Progress Updates
  - Edit Own Progress Updates
  - Read
  - Update
- Categories
  - Create
  - Read
  - Update
  - Delete
Assets
- Status Change (Asset)
- General
  - Create
  - Read
  - Update
  - Delete
  - Purge
- Custom Fields
  - Choice Set Definition - Create
  - Choice Set Definition - Read
  - Choice Set Definition - Update
  - Choice Set Definition - Delete
  - Definition - Create
  - Definition - Read
  - Definition - Update
  - Definition - Delete
  - Type-Based Field - Create
  - Type-Based Field - Read
  - Type-Based Field - Update
  - Type-Based Field - Delete
- Life Cycle
  - Read
  - Update
- Models
  - Create
  - Read
  - Update
  - Delete
  - Purge
- Part Numbers
  - Create
  - Read
  - Update
- Types
  - Create
  - Read
  - Update
Budgeting
- Budget
  - Create
  - Read
  - Update
  - Refresh Budget Items
- Budget Category
  - Create
  - Read
  - Update
  - Delete
Cases
- Metrics Configuration
- Status Change (Case)
- General
  - Assign
  - Change "Reported On" Date
  - Create
  - Read all
  - Update All
- Administrative
  - Create
  - Update
  - Update Case Priority
- Categories
  - Create
  - Read
  - Update
  - Delete
  - Case Create Restrictions
    - Field issue impact
- Custom Fields
  - Choice Template - Create
  - Choice Template - Read
  - Choice Template - Update
  - Choice Template - Delete
  - Contract and Category Based Field - Create
  - Contract and Category Based Field - Read
  - Contract and Category Based Field - Update
  - Contract and Category Based Field - Delete
  - Definition - Create
  - Definition - Read
  - Definition - Update
  - Definition - Delete
- Event Subscription
  - Create
  - Read
  - Update
  - Delete
- Event Subscription Administration
  - Create
  - Read
  - Update
- Import
  - Create
  - Read
  - Update
- Workflow
  - Create
  - Read
  - Update
  - CM Workflow
    - Reject (Closed and QCed - Reopened)
  - ORM (On Demand) Workflow
    - Safety Permit Review
Configurations
- Dashboards
  - Shared Dashboard - Create
  - Shared Dashboard - Read
  - Shared Dashboard - Update
  - Shared Dashboard - Delete
- View Configuration
  - Shared View Configuration - Create
  - Shared View Configuration - Read
  - Shared View Configuration - Update
  - Shared View Configuration - Delete
Contracts
- General
  - Create
  - Read
  - Update
  - Delete
  - Purge
- Administrative
  - Contract Activation
  - Template Based Contract - Create
  - Template Based Contract - Update
- Service Terms
  - Create
  - Read
  - Update
- SLA Metrics
  - SLA Metrics Recalculate
Create Case from Email Settings or Config
- Read
- Update
Drawings
- General
  - Create
  - Read
  - Update
  - Delete
- Categories
  - Create
  - Read
  - Update
Export
- Export All (Grids)
- Export Entity Details (Print, Export Selected)
Feedback
- Feedback
- Feedback Admin
Invoice
- Status Change (Invoice)
- General
  - Create
  - Read
  - Update
  - Delete
- Administrative
  - Invoice Administration (Edit)
- Life Cycle
  - Create
  - Read
  - Update
- Workflow
  - Standard Invoice Workflow
    - Paid (Posted - Paid)
Issues
- Create
- Read
- Update
- Delete
Job Number
- Create
- Read
Labor Category
- Create
- Read
- Update
- Delete
Locations
- General
  - Create
  - Read
  - Update
  - Delete
  - Purge
- Custom Fields
  - Choice Template - Create
  - Choice Template - Read
  - Choice Template - Update
  - Choice Template - Delete
  - Definition - Create
  - Definition - Read
  - Definition - Update
  - Definition - Delete
  - Type-based Field - Create
  - Type-based Field - Read
  - Type-based Field - Update
  - Type-based Field - Delete
- Types
  - Create
  - Read
  - Update
  - Delete
Logging
- Action Log
- Application Logs Download
- Build and System Info
- Email Message Log
- Login History
Notification Banner
- Create
- Read
- Update
- Delete
Notification Templates
- Read
- Update
On-Call
- Create
- Read
- Update
- Delete
Organizations
- Contract Participants
  - Create
  - Read
  - Update
  - Delete
  - Purge
- Manufacturers and Vendors
  - Create
  - Read
  - Update
  - Delete
  - Purge
PM Plan
- General
  - Create
  - Read
  - Update
  - Delete
PM Rules
- General
- PM Generator
  - PM Generator Launch
Problem Causes
- Create
- Read
- Update
- Delete
Resolutions
- Create
- Read
- Update
- Delete
Roles
- Administrative
  - Create
  - Read
  - Update
  - Delete
Scheduled Export
- Scheduled Export Administration
System Elements
- Status Change (System Element)
- General
  - Create
  - Read
  - Update
  - Delete
  - Purge
- Custom Fields
  - Choice Template - Create
  - Choice Template - Read
  - Choice Template - Update
  - Choice Template - Delete
  - Definition - Create
  - Definition - Read
  - Definition - Update
  - Definition - Delete
  - Type-Based Field - Create
  - Type-Based Field - Read
  - Type-Based Field - Update
  - Type-Based Field - Delete
- Import
  - Create
  - Read
  - Bulk File Import
    - Create
    - Read
- Life Cycle
  - Create
  - Read
  - Update
- Link Types
  - Create
  - Read
  - Update
  - Delete
- Types
  - Create
  - Read
  - Update
  - Delete
- Workflow
  - IFC to Complete
    - IFC - Complete
  - Ongoing Project Workflow
    - Project Complete (Admin Only)
  - Site Survey
    - Survey Office Work
Tasks
- PM Tasks
  - PM Task - Create
  - PM Task - Read
  - PM Task - Delete
  - PM Task QC Certification
  - PM Task Reset
  - PM Task Work Ticket
- SE Tasks
  - SE Task - Create
  - SE Task - Read
  - SE Task - Update
  - SE Task - Delete
  - SE Task Edit
  - SE Task Reset
- Status Reasons
  - Task Status Reason - Create
  - Task Status Reason - Read
  - Task Status Reason - Update
  - Task Status Reason - Delete
- Task Templates
  - Select Optional Task Templates
  - Sequence Template - Create
  - Sequence Template - Read
  - Sequence Template - Update
  - Task Template - Create
  - Task Template - Read
  - Task Template - Update
  - Task Template Type - Create
  - Task Template Type - Read
  - Task Template Type - Update
  - Task Template Type - Delete
Templates
- Excel Export Template - Create
- Excel Export Template - Read
- Excel Export Template - Update
- Excel Export Template - Delete
Timecard
- Read
Users
- General
  - Delayed Auto-Logout
  - Event Self Subscription
  - Password Self Change
  - Read
  - User Profile Self Update
- Administrative
  - Change User Password
  - Email to Users
  - User Management- Create
  - User Management- Read
  - User Management- Update
Work Forms
- General
  - Create
  - Read
  - Update
  - Delete
- Categories
  - Create
  - Read
  - Update
- Export Templates
  - Create
  - Read
  - Update
  - Delete
Work Package Templates
- Create
- Generate Work Packages
- Read
- Update
Work Tickets
- Status Change (WT)
- General
  - Create
  - Read All
  - Schedule
  - Update All
- Administrative
  - Update
- Workflow
  - Create
  - Read
  - Update

Contract-Level User Role Examples

Contract-level Roles must be associated with a Contract to be added to a User's Account. The data access and user-activity permissions granted with a Contract-level Role only apply to the specified Contract(s).

Sample Contract-Level Case Creator Role (e.g., Call Center)

The operator role allows the user to create a Service Request/Case.

Cases
- Status Change (Case)
- General
  - Assign
  - Create
  - Read All
  - Update All
- Custom Fields
  - Contract and Category Based Field - Read
Contracts
- General
  - Read
Locations
- General
  - Read
System Elements
- General
  - Read

Sample Contract-Level Engineer Role

Permissions to view work performed and system information, but user cannot be assigned to complete work. Contract limited scope (must be used with Global Basic User) *This is the description in ISSC, but it clearly shows that the user can be Assigned Activities

Activities
- General
  - Be Assigned To
  - Activity Assign
  - Create
  - Read
  - Update

Assets
- Status Change (Asset)
- General
  - Create
  - Read
  - Update
  - Delete
- Custom Fields
  - Type-Based Field-Read

Cases
- General
  - Assign
  - Be Assigned To
  - Change "Reported On" Date
  - Create
  - Read All
  - Update All
- Administrative
  - Select Initial Case Priority
  - Update
  - Update Case Priority
- Custom Fields
  - Contract and Category Based Field - Read
  - Contract and Category Based Field - Update
- Event Subscription
  - Create
  - Read
  - Update
  - Delete
- Status Change (Case)

Configurations
- Dashboards
  - Shared Dashboard - Create
  - Shared Dashboard - Read
  - Shared Dashboard - Update
  - Shared Dashboard - Delete
- View Configurations
  - Shared View Configuration - Create
  - Shared View Configuration - Read
  - Shared View Configuration - Update
  - Shared View Configuration - Delete
Contracts
- General
  - Read
Drawings
- General
  - Create
  - Read
  - Update
  - Delete
Locations
- General
  - Read
  - Update
- Custom Fields
  - Definition - Read
  - Type-based Field - Read
PM Rules
- General
  - Read
  - Update
System Elements
- General
  - Create
  - Read
  - Update
  - Delete
- Custom Fields
  - Definition - Read
  - Type-based Field - Read
- Workflow
Tasks
- PM Tasks
  - PM Task - Read
  - PM Task - Update
  - PM Task Reset
  - PM Task Work Ticket
- Status Change (System Element)
Work Forms
- General
  - Read
- Export Templates
  - Read
Work Package Templates
- Create
- Generate Work Packages
- Read
- Update

Sample Contract-Level Technician Role

Intro

Activities
- General
  - Activity Assign
  - Be Assigned To
  - Create
  - Read
  - Update
Assets
- Status Change (Asset)
- General
  - Create
  - Read
  - Update
- Custom Fields
  - Type-based Field - Read
Cases
- Status Change (Case)
- General
  - Assign
  - Be Assigned To
  - Change "Reported On" Date
  - Create
  - Read All
  - Update All
- Administrative
  - Update
- Custom Fields
  - Contract and Category Based Field - Read
  - Contract and Category Based Field - Update
- Event Subscription
  - Create
Configurations
- Dashboards
  - Shared Dashboard - Create
  - Shared Dashboard - Read
- View Configuration
  - Shared View Configuration - Create
  - Shared View Configuration - Read
  - Shared View Configuration - Update
  - Shared View Configuration - Delete
Contracts
- General
  - Read
Drawings
- General
  - Read
Locations
- General
  - Create
  - Read
  - Update
- Custom Fields
  - Definition - Read
  - Type-based Field - Read
PM Rules
- General
  - Read
  - Update
System Elements
- Status Change (System Element)
- General
  - Create
  - Read
  - Update
  - Delete
- Custom Fields
  - Definition - Read
  - Type-based Field - Read
Tasks
- PM Tasks
  - PM Task - Read
  - PM Task - Update
  - PM Task Reset
  - PM Task Work Ticket
- SE Tasks
  - SE Task - Read
  - SE Task - Update
  - SE Task Reset
- Task Templates
  - Select Optional Task Template - Read
  - Sequence Template - Read
  - Task Template - Read
Work Forms
- General
  - Read
Work Package Templates
- Read
- Update

Page tree

Common User Role Examples