Manifest Roles and Permissions

Overview

So you’ve been provisioned as a Manifest user, assigned your role(s) – and are now wondering, ‘what should I be able to do and see?’. We’ve summarized a high-level overview of each role below. Users can and should be assigned multiple user roles if they need the respective access available to various role types.

Security Admin	this role is responsible for user management: creating users, assigning roles/permissions, and overseeing license allocation. Security Admin is the only user with permission to add, delete, deactivate users, reset passwords, or require two-factor authentication. The Security Admin role also includes direct access to data logs to evaluate or audit domain activity.  Outside of the above – the security admin can only view other areas of the application.
Admin	this role’s access is primarily via the browser application with permissions to configure domain settings and create domain entities such as locations, asset classes, and assets. Using the Manifest Web Application, the Admin role has access to view status of work, work history, and general reporting.  Within the Manifest Web Application, the “Admin” role equates to a Superadmin that has rights to do most everything within the Web Application. It is also the Admins responsibility to agree to the Master Service Agreement once the domain is provisioned. **IMPORTANT: Users with “Admin” role only, have very limited access to views and features on the 3D or Mobile applications.
Author	this role has the access to create entities such as locations, asset classes, and assets; upload and edit 3D models; and to create and edit templates. Users responsible for authoring job templates must be assigned the Author role.  This roles responsibility includes documenting procedures and SOP’s.
Approver	this role is part of the editorial process that was released with v3.0.  This process allows for additional checks and controls. This role can reject template or approve templates.
Publisher	this role can view templates only and is the only role that can publish templates.  The publisher role can directly recover a previously approved version to “published” state without going through the approval workflow again.
Operator	this role has the access to create, perform, and review work in Manifest. Users responsible for operating work (jobs and tasks) guided by Manifest or reviewing and resolving ‘faults’ must be assigned the Operator role.
Viewer	this role has ‘view only’ access to view all domain data (assets, location, work, etc.), preview templates on device applications, and access general reports.

* All roles include access to Connect via the browser, client applications, or both.
* Viewer is automatically included for Authors and Operators so there is no need to assign ‘Viewer’ to users with either of those roles.

Manifest Web Application Specific Permissions by Role

The below permissions grid is specific to the Manifest Web Application and are not applicable for the Manifest 3D application or iOS application. The ‘Area’ follows the left navigation within the Manifest Web Application.

If you have questions about your role assignment and need to request additional access, this should be directed to your domain’s Security Admin.

Area	Permission	Admin	Author	Operator	Approver	Publisher	Viewer	Security Admin
Locations	View
Locations	Add
Locations	Edit
Locations	Delete
Locations	Add Model
Locations	Add to Favorites
Locations	Copy Link
Child Locations	View
Child Locations	Add
Child Locations	Edit
Child Locations	Delete
Asset Class	View
Asset Class	Add
Asset Class	Edit
Asset Class	Upload Files: Documents, Thumbnail Images
Asset Class	View Files: Documents, Thumbnail Images
Asset Class	Restore Asset Class
Asset Class	Delete Files
Asset Class	Delete Asset Classes
Asset Class	Upload 3D Models
Asset Class	View 3D Models
Asset Class	Add to Favorites
Asset Class	Copy Link
Manage Models	Update Model Rotation and Size
Manage Models	Add Views
Assets	Add
Assets	Edit
Assets	Delete
Assets	View
Assets	Download Asset Tags
Assets	Download Alignment Tags
Assets	Add Fault
Assets	Copy Link
Assets	Add to Favorites
Assets	Archive
Assets	Unarchive
Faults Page	Add Fault
Faults Page	View Fault
Faults Page	Add Fault Configuration
Faults Page	Resolve Fault
Faults Page	Edit Fault
Faults Page	Add Work from Faults Page
Value Lists	Add Value List
Value Lists	Edit Value List
Value Lists	Delete Value List
Templates	View Template
Templates	Add Template as Draft
Templates	Edit Template as Draft
Templates	Delete Draft Template
Templates	Duplicate Draft Template
Templates	Add Meter Requirements
Templates	Add Notes
Templates	Delete Notes
Templates	View Notes
Templates	Copy Highlights
Templates	Reorder Steps
Templates	Add Required Evidence
Templates	Import from Zip
Templates	Download to PDF, ZIP or XLS
Templates	View Template Activity
Templates	Copy Link
Templates	Duplicate
Templates	Submit Template
Templates	Approve Submitted Template
Templates	Reject Submitted Template
Templates	Edit a Submitted Template
Templates	Publish an Approved Template
Templates	Edit a Published Template
Templates	Archive Published Template
Templates	Restore Archived Template as Published
Templates	Create a New Draft
Work	Add Job
Work	View Job
Work	Edit Job (only assigned / unassigned)
Work	Delete Job
Work	Assign Job to him/herself
Work	Assign Job to Other
Work	View Progress of Job
Work	Start Job / Resume Job
Work	Add Job Evidence
Work	Cancel Job
Work	Share Job
Work	Reassign Job
Work	Copy Link
Work	Add Fault
Work	Add Fault Notes
Work	Add Task
Work	View Task
Work	Share Task
Work	Complete Task
Work	Assign Task to him/herself
Work	Assign Task to Other
Work	Export Task to XLS, PDF, CSV, Zip
Work History	View
Work History	Go to Template
Work History	Share
Work History	Export to Excel
Work History	Export to CSV
Work History	Export to PDF
Work History	View Evidence Notes
Work History	View Fault Flags
Work History	Resolve Fault Flags
Meter Units	View Meter Units
Meter Units	Add Meter Units
Meter Units	Delete Meter Units
Meter Units	Edit Meter Units
Measurements	View Measurements
Measurements	Add Measurements
Measurements	Delete Measurements
Measurements	Update Sensors
Meter Requirements	Edit Meter Requirements
Meter Requirements	Delete Meter Requirements
IoT Mapping	Add IoT Mapping
IoT Mapping	Edit IoT Mapping
IoT Mapping	Delete IoT Mapping
Meter Evidence Report	View Report
Meter Evidence Report	Export to XLS
Meter Evidence Report	Export to CSV
Meter Evidence Report	Resolve Issue
Meter Evidence Report	Archive Meter
Meter Evidence Report	Add Work
Users	Add User
Users	View Users
Users	Edit Users
Users	Assign User Permissions
Users	Self Update Personal Information
Users	Reset Password on Users Behalf
Users	Deactivate Users
Users	Send Reset Password to User
Users	Add Users Avatar
Users	Enable 2FA
Users	Enable Diagnostics
Users	Export Users to CSV
Users	Export Users to Excel
Connect	Chat with User
Connect	Create a Group Chat
Connect	Call User
Connect	Direct User
Connect	Delete Messages
Connect	Send Files + Audio Files
Reports	View + Generate Reports
Logs	View Client Logs
Client Settings	View Client Settings
Client Settings	View Profile
Client Settings	Set Password Security Rules
Client Settings	Configure Custom Messages
Client Settings	Configure Active Directory
Client Settings	Configure Server Settings
Client Settings	Configure IoT Settings
Other	Toggle to Other Languages
Other	Send Bug Report
Other	Send Support Email
Other	Log Out
Other	Log In
Other	View Profile Page
Other	Edit Profile Page