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Mobile permissions

Permissions required for Alloy Mobile​

To use Alloy Mobile on phones and tablets, users require permissions to view, edit and create items as needed. While the exact permissions are different for each organisation, this is a summary of what's typically required. For tailored advice, please contact Support.

If a user experiences sync errors, the first thing to troubleshoot is their permissions.

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Alloy Mobile users cannot delete items.

View activities​

To download and view activities, users must belong to the relevant system groups and module groups:

  • Core Viewers
  • Defect Viewers
  • Inspection Viewers
  • Job Viewers
  • Project Viewers
  • Budget Viewers
  • File System Viewers (for viewing attachments)
  • Event Viewers
  • Notification Viewers
  • Street Manager Viewers
  • Waste Viewers

The simplest way to do this:

  1. Create a role.

  2. Add the relevant groups to it.

  3. Add one or more custom groups that grant:

    • read access to the Tasks and Tasks Assignable interfaces

    • read access to any asset designs/interfaces related to your activity type, e.g. a Trees design for pruning jobs.

  4. Assign users to the role.

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Users must also belong to at least one team.

Create and edit activities​

To create and edit activity items, users must belong to the relevant groups listed below, and to custom groups that grant read/write access to the listed designs and attributes.

To do this, create another role as described above. While you can add all the "view" and "create/edit" groups to one role, we recommend splitting them across two roles for more flexibility.

Large organisations may benefit from having multiple roles that govern access to different activity types.

Assets​

  • Read/write access to the relevant asset designs, including any required attributes

Defects​

  • Defect Managers
  • Project Managers
  • Read/write access to any custom defect designs, including any required attributes
  • Write access to the Defects attribute on the Defects Assignable interface

Jobs​

  • Job Managers
  • Project Managers
  • Read/write access to any custom job designs, including any required attributes
  • Write access to the Tasks attribute on the Tasks Assignable interface

Inspections​

  • Inspection Managers
  • Project Managers
  • Read/write access to any custom inspection designs, including any required attributes
  • Write access to the Tasks attribute on the Tasks Assignable interface

Events​

  • Event Managers
  • Read access to the Event Filter Applicable Types design
  • Read access to the Event Filters design
  • Read/write access to any custom event designs, including any required attributes

Downloaded designs​

During mobile synchronisation, items of the following designs are downloaded at the Required Lookups stage. Users therefore require at least read access to these designs. This can be accomplished using the system groups as described above, or by creating custom groups that grant access to the necessary designs.

  • designs_users
  • designs_teams
  • designs_teamMembers
  • designs_taskStatuses
  • designs_taskStatusTypes

If the Notifications module is installed:

  • designInterfaces_notificationTypes
  • designs_notificationResponseTypes

If the Waste module is installed:

  • designs_wasteEventTypes

If the Risk Assessment module is installed:

  • designs_riskLikelihoodLevels
  • designs_riskConsequenceLevels
  • designs_riskSeverityLevels

If the DEFRA Categories module is installed:

  • designs_defraActionTypes
  • designs_defraLandTypes
  • designs_defraSizes
  • designs_defraWasteTypes

If the Street Works Street Manager module is installed:

  • designs_streetManagerTrafficManagementCarriagewayRestrictionTypes
  • designs_streetManagerPermitConditionTypes
  • designs_streetManagerWorksActivityTypes
  • designs_streetManagerLocationTypes
  • designs_streetManagerWorksCategories
  • designs_streetManagerWorksStatuses
  • designs_streetManagerPermitStatuses

If the Trails module is installed:

  • designs_locationTrails