Read-Only for Nearly Every Screen and Every Function.
Read-Only access to Manage Hierarchy (can browse hierarchy and navigate to pages).
Read-Only access to Cost Avoidance's(recommendations, CA dashboard, Asset defaults).
No access to Company Management.
No access to Pause Alerting (as it is an edit function).
No access to Request FFTs.
Technician
To be used in conjunction with the DEFAULT role.
Edit access to Alerts:
Can Add Comments to Alerts (including Collaboration & State).
Can Pause Alerting (MP, Asset, Sub-Location, Site).
Can edit Recommendations (basic level).
Excludes permissions for the CME-only functions listed in CME role.
Excludes editing the Cost Avoidance tab (Managers and CME only).
Can edit details about Assets and Monitoring points.
Can Add/Edit/Delete Pictures from Assets & Monitoring Points.
Can Add Asset Notes.
Can Edit Name & Description of an Asset & Monitoring Point.
Can Request FFTs.
Can NOT Edit Cost Avoidance data (CA Dashboard, Recommendation and Asset Defaults).
Can see but NOT set and enable Thresholds on an Asset Monitoring Point.
No access to Company Management.
Manager
To be used in conjunction with the DEFAULT role.
Can see Company Management in side-navigation.
BUT, can only access User Management Tab.
Edit access to User Management within Company Management.
Edit access to Alerts:
Can NOT Resolve Alerts or Add Comments to Alerts (including Collaboration & State).
Can Pause Alerting (MP, Asset, Sub-Location, Site)
Can Manage Hierarchy
Can edit Recommendations (except for the CME-only functions listed in CME role).
Can Request FFTs
Can edit Cost Avoidance data (on CA dashboard, Recommendation, Asset Defaults)
Can 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 Edit Name & Description of an Asset & Monitoring Point.
Can edit Cost Avoidance defaults on Asset
Can see but NOT set and Enable Thresholds on an Asset Monitoring Point.
CME
Can see Company Management in side navigation.
Can only access User Management Tab.
Can resolve Alerts & add Comments to Alerts (including Collaboration & State)
Can Pause Alerting (MP, Asset, Sub-Location, Site)
Can manage Hierarchy
Can create and edit Recommendations.
Can acknowledge a Recommendation (only CME can do this).
Can edit Cost Avoidance data (CA dashboard, Recommendation, Asset Defaults)
Can edit Contacts.
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 an Asset.
Can set and enable thresholds on an Asset Monitoring Point (the only role).
Can Request FFTs
Platform Support
This is the only role that will need to be able to assign users access to the "System Admin" or "CME" or "Platform Support" roles. This role is the only one that can.
Can assign other users as a manager.
This role will be exclusive to ATS internal admin for now.
This role will have permissions equal to System Admin and CME.
This role can create Organizations in the application.
System Admin
This role will have read only access to all pages in the portal (actually included in the DEFAULT role) except the Company Management and Hierarchy Management page where there will be edit functions.
To be used in conjunction with the DEFAULT role.
Can see Company Management in the side navigation.
Has EDIT access to ALL tabs on Company Management page.
Has EDIT access to Webhooks/Integrations Management.
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