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Mobile permissions

Permissions required for Alloy Mobile​

To use the Alloy Mobile app, users require various permissions to view, edit and create items as needed. The exact permissions will differ for each organisation but here's a summary of what's typically required.

If a user is experiencing sync errors, the first thing to troubleshoot is their permissions! 🤔

Note

Alloy Mobile users cannot delete items.

For viewing activities​

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

  • 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 is: create a role, add the relevant groups to it, and then assign users to that role. The role should also include a custom group that grants:

  • read access to the Tasks and Tasks Assignable interfaces

  • read access to the designs/interfaces of any assets related to your activity types

Note

Users must also belong to at least one team.

For creating/editing 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.

The simplest way to do this is: create another role, add the relevant groups to it, and then assign users to that role. While you're free to 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 "view" and "create/edit" 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 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