Roles

Roles are assigned to web and device users throughout Field View to determine what they have permissions to do within the web application and on devices.

People are assigned roles with permissions in business units and projects, and within those, permissions for working with forms, tasks, workflows, trades, causes, assets, locations, processes, drawings (geometry), packages, reports, and etc.

High-level administrator roles should not be allocated to people in organizations outside your business unit. Once a person has been given a role in a business unit, they should not be given a role with fewer rights in a project or a child business unit belonging to that business unit. You can, however, give that person a role with more rights in a project or child business unit as needed.

There are many default system roles that you can assign to users. You can also add roles as needed. You can also make specific roles inactive within a business unit.

The table describes the default system roles. For a more specific view into the permissions given to each role in a business unit, navigate to Business Setup > Security > Roles. Click a role in the Roles pane, and the permissions display in folders in the left pane. Expand the folders to see the specific system permissions.
RoleDescription
Business Unit AdministratorCan administer all aspects of the business unit and its projects. Should not be given to people outside your organization.
ClientCan maintain only tasks issued by their organization.
Client/Sub-Con Add FormsCan add their forms onto your project.
Client/Sub-Con Add PackageCan add their packages of work onto your project.
Client/Sub-Con Add Task TypeCan add their task types onto your project.
Form ContributorCan contribute to (answer questions on) forms on the project only when invited.
InspectorGovernment inspectors, can add snags/punch list items to your project.
Project AdministratorCan administer all aspects of the project. Should not be given to people outside your organization.
Project EditorCan edit all processes on the project.
SubcontractorCan maintain only own tasks on the project.
If a user has more than one role, the user will receive all permissions for all the roles they hold, except:
  1. If a specific permission has been denied in one of the roles, then this permission will be denied for all assigned roles.

  2. They have project role permissions, which have more access than business role permissions when the user is working within the context of a project.