Within the R360® MHM Dashboard certain pages and actions are permission restricted. See below for a list of allowed actions and pages per role:
All users will have the default user role. This role will provide users with the ability to see majority pages in read-only mode, with the exception of what is outlined below.
Users with the role DEFAULT USER CANNOT perform or see the following pages/actions:
- Company Management
- Pause Alerting (Monitoring Points, Asset, Sub-Location, and Site)
- Request FFTs
Users with the role of DEFAULT USER CAN perform the following actions:
- Add comments to recommendations
When assigning this role ensure the user also has the DEFAULT role added.
Users with the role TECHNICIAN CANNOT perform or see the following pages/actions::
- View or edit the Company Management page
- Edit Cost Avoidance data (CA Dashboard, Recommendation, and Asset Defaults)
- Set or enable Thresholds on Monitoring Points
- Resolve Alerts
- Request FFTs
Users with the role TECHNICIANS HAVE READ-ONLY access to the following pages. see the following pages:
- View thresholds on an Asset Monitoring Point
- Contacts Page
Users with the role of TECHNICIAN CAN perform the following actions:
- Add Comments to Alerts (including Collaboration & State)
- Can Pause Alerting (MP, Asset, Sub-Location, Site)
- Can edit details about assets and monitoring points
- Can Add/Edit/Delete Pictures from Assets & Monitoring Points.
- Can Add Asset Notes.
- Can Delete a Monitoring Point from an Asset.
- Can Edit the Name & Description of an Asset & Monitoring Point.
- View and edit Recommendations with Restrictions
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Restrictions include:
- Creating a new Recommendation
- Viewing or Editing a Recommendation in Draft Status
- Setting Status to "Draft", "CA Review", or "Closed"
- Editing Title and Description fields
- Editing the Recommendation while the status is "Closed"
- Adding or Removing Alerts from the Recommendation
- Removing attachments from the Recommendation
- Editing Cost Avoidance Data
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Restrictions include:
When assigning this role ensure the user also has the DEFAULT role added.
Users with the role MANAGER CANNOT perform the following actions:
- Set and enable thresholds on an Asset Monitoring Point.
- Resolve Alerts
Users with the role MANAGER CAN see and perform the following actions:
- Edit Users within Company Management (User Management Tab Only)
- Edit Alerts:
- Add Comments to Alerts (including Collaboration & State)
- Can Pause Alerting (MP, Asset, Sub-Location, Site)
- Can view and Manage Hierarchy
- Can Request FFTs
- Can edit cost avoidance data (on Cost Avoidance Dashboard, Recommendation, Asset Page Defaults)
- Can view and edit contacts on the Contacts Page.
- Can edit details about assets and monitoring points
- Can Add/Edit/Delete Pictures from Assets & Monitoring Points.
- Can Add Asset Notes.
- Can Delete a Monitoring Point from an Asset.
- Can Edit Name & Description of an Asset & Monitoring Point.
- Can edit Cost Avoidance defaults on Asset
- View and edit Recommendations with Restrictions
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Restrictions include:
- Creating a new Recommendation
- Viewing or Editing a Recommendation in Draft Status
- Setting Status to "Draft", "CA Review", or "Closed"
- Editing Title and Description fields
- Editing the Recommendation while the status is "Closed"
- Adding or Removing Alerts from the Recommendation
- Removing attachments from the Recommendation
- Ability to update other tabs while under "CA Review" status.
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Restrictions include:
To manage user permissions, users must have access to the Company Management page. For more assistance on how to manage new and existing users visit the article below:
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