Overview

Mobile users have specific permission requirements since their devices may be offline and not connected to the system when in use.

Configuring mobile users

There is a minimum set of system groups that a mobile user must be a part of in order to be able to view tasks or projects assigned to the user.

  • Core viewers
  • Inspection viewers
  • Job viewers
  • Defect viewers
  • Project viewers
  • Event viewers

The Project viewers group is specific to the mobile application to allow jobs to be assigned to the user.

Note

Any custom assets or tasks also require read access.

For users that need to be able to edit or add assets, tasks, defects, events or job work items the following additional permissions are required:

Assets All the respective asset designs must have Create / Read / Edit / Delete permissions enabled. This includes Read / Write settings for all the mandatory attributes within the design to ensure that items can be created.
Defects Users must belong to the following system groups:
  • Defect Managers
  • Project Managers
In addition you must ensure the following designs have read access enabled:
  • Defect Filter Applicable Types
  • Defect Filters
All the respective defect designs must have Create / Read / Edit / Delete permissions enabled. This includes Read / Write settings for all the mandatory attributes within the design to ensure that defect items can be created.
Jobs Users must belong to the following system groups:
  • Job Managers
  • Project Managers
In addition you must ensure the following designs have read access enabled:
  • Defect Filter Applicable Types
  • Defect Filters
All the respective job designs must have Create / Read / Edit / Delete permissions enabled. This includes Read / Write settings for all the mandatory attributes within the design to ensure that job items can be created.
Job Work Items Users must belong to the following system groups:
  • Job Managers
In addition you must ensure the following design has read access enabled:
  • Respective Work Item Applicable Type
Inspections Users must belong to the following system groups:
  • Inspection Managers
  • Project Managers
In addition you must ensure the following designs have read access enabled:
  • Inspection Filter Applicable Types
  • Inspection Filters
All the respective inspection designs must have Create / Read / Edit / Delete permissions enabled. This includes Read / Write settings for all the mandatory attributes within the design to ensure that inspection items can be created.
Events Users must belong to the following system groups:
  • Event Managers
In addition you must ensure the following designs have read access enabled:
  • Event Filter Applicable Types
  • Event Filters
All the respective event designs must have Create / Read / Edit / Delete permissions enabled. This includes Read / Write settings for all the mandatory attributes within the design to ensure that event items can be created.
Note

Where there is a linked mandatory attribute you must ensure that all linked designs or design interfaces have read access permissions enabled.