Manifest Roles and Permissions

User Guides / Basics / Manifest Roles and Permissions


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 Adminthis 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 contains direct access to data logs to evaluate or audit domain activity.
Adminthis 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 Client Portal, the Admin role has access to view status of jobs, job history, and general reporting. Users with “Admin” role only, have very limited access to views and features on the 3D or Mobile applications. It is also the Admins responsibility to agree to the Master Service Agreement once the domain is provisioned.
Authorthis 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.
Operatorthis role has the access to create, perform, and review jobs in Manifest. Users responsible for operating jobs guided by Manifest or reviewing and resolving ‘faults’ must be assigned the Operator role.
Viewerthis role has ‘view only’ access to view all domain data (assets, location, jobs, etc.), preview templates on device applications, and access general reports.
If you have questions about your role assignment and need to request additional access, this should be directed to your domain’s Security Admin.

* 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, iOS application or Android 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.

AreaPermissionAdminAuthorOperatorViewerSecurity Admin
LocationsSet as DefaultYesYesNoNoNo
LocationsAdd Secured LocationsYesYesYesNoNo
LocationsForce OfflineYesYesYesNoNo
LocationsAdd ModelYesNoNoNoNo
Child LocationsViewYesYesYesYesNo
Child LocationsAddYesYesYesNoNo
Child LocationsEditYesYesNoNoNo
Child LocationsDeleteYesNoNoNoNo
Child LocationsAdd Secured LocationsYes YesYesNoNo
Child LocationsForce OfflineYesYesYesNoNo
Asset ClassViewYesYesYesYesNo
Asset ClassAddYesYesNoNoNo
Asset ClassEditYesYesNoNoNo
Asset ClassUpload Files: Documents, Thumbnail ImagesYes YesNoNoNo
Asset ClassView Files: Documents, Thumbnail ImagesYesYesYesYesNo
Asset ClassRestore Asset ClassYesYesNoNoNo
Asset ClassDelete FilesYesYesNoNoNo
Asset ClassDelete Asset ClassesYesNoNoNoNo
Asset ClassUpload 3D ModelsYesYesNoNoNo
Asset ClassView 3D ModelsYesYesYesYesNo
Manage ModelsUpdate Model Rotation and SizeYesYesNoNoNo
Manage ModelsAdd ViewsYesYesNoNoNo
AssetsView, Print + Download Asset TagsYesYesYesYesNo
AssetsView, Print + Download Alignment TagsYesYesYesYesNo
TemplatesAdd Meter RequirementsYesYesNoNoNo
TemplatesAdd NotesYesYesNoNoNo
TemplatesDelete NotesYesYesNoNoNo
TemplatesView NotesYesYesYesYesNo
TemplatesCopy HighlightsYesYesNoNoNo
TemplatesAdd Required EvidenceYesYesNoNoNo
TemplatesImport/Export to ExcelYesYesNoNoNo
TemplatesSend to MarketplaceYesYesNoNoNo
TemplatesDownload to PDFYesYesYesYesNo
TemplatesDownload to ExcelYesYesYesYesNo
Templates3D Model PreviewYesYesYesYesNo
JobsAdd JobsYesNoYesNoNo
JobsView JobsYesYesYesYesNo
JobsEdit Jobs (only assigned / unassigned)YesNoYesNoNo
JobsDelete JobsYesNoNoNoNo
JobsAssign Job to him/herselfYesNoYesNoNo
JobsAssign Job to OtherYesNoYesNoNo
JobsView Progress of JobYesNoYesYesNo
Job HistoryViewYesYesYesYesNo
Job HistoryLink to TemplateYesYesYesYesNo
Job HistoryExport to ExcelYesYesYesYes No
Job HistoryExport to CSVYesYesYesYesNo
Job HistoryExport to PDFYesYesYesYesNo
Job HistoryView Evidence NotesYesYesYesYesNo
Job HistoryView Fault FlagsYesNoYesNoNo
Job HistoryResolve Fault FlagsYesNoYesNoNo
Meter UnitsView Meter UnitsYesYesYesYesNo
Meter UnitsAdd Meter UnitsYesNoNoNoNo
Meter UnitsDelete Meter UnitsYesNoNoNoNo
Meter UnitsEdit Meter UnitsYesNoNoNoNo
MeasurementsView MeasurementsYesYesYesYesNo
MeasurementsAdd MeasurementsYesNoNoNoNo
MeasurementsDelete MeasurementsYesNoNoNoNo
Meter RequirementsEdit Meter RequirementsYesNoNoNoNo
Meter RequirementsDelete Meter RequirementsYesNoNoNoNo
IoT MappingAdd IoT MappingYesNoNoNoNo
IoT MappingEdit IoT MappingYesNoNoNoNo
IoT MappingDelete IoT MappingYesNoNoNoNo
Meter Evidence ReportView ReportYesYesYesYesNo
Meter Evidence ReportExport to XLSYesYesYesYesNo
Meter Evidence ReportExport to CSVYesYesYesYesNo
UsersView UsersNoNoNoNoYes
UsersAdd UsersNoNoNoNoYes
UsersEdit UsersNoNoNoNoYes
UsersAssign User PermissionsNoNoNoNoYes
UsersSelf Update Personal InformationNoNoNoNoYes
UsersReset Password on Users BehalfNoNoNoNoYes
UsersDeactivate UsersNoNoNoNoYes
UsersSend Reset Password to UserNoNoNoNoYes
UsersAdd Users AvatarNoNoNoNoYes
UsersEnable 2FANoNoNoNoYes
UsersExport Users to CSVNoNoNoNoYes
UsersExport Users to ExcelNoNoNoNoYes
ConnectChat with UserYesYesYesYesNo
ConnectCreate a Group ChatYesYesYesYesNo
ConnectCall UserYesYesYesYesNo
ConnectDirect UserYesYesYesYesNo
ConnectDelete MessagesYesYesYesYesNo
ConnectSend Files + Audio FilesYesYesYesYesno
MarketplaceImport TemplateYesYesNoNoNo
MarketplaceOpen 3D ModelYesYesYesNoNo
LogsView Client LogsNoNoNoNoYes
Client SettingsView Client SettingsYesNoNoNoYes
Client SettingsView ProfileYesNoNoNoYes
Client SettingsSet Password Security RulesNoNoNoNoYes
Client SettingsConfigure Custom MessagesYesNoNoNoYes
Client SettingsConfigure Active DirectoryYesNoNoNoYes
Client SettingsConfigure Server SettingsYesNoNoNoYes
Client SettingsConfigure IoT SettingsYesNoNoNoYes
Client SettingsConfigure Dynamic CRM IntegrationNoNoNoNoYes
Client SettingsSet Object Reference SettingsYesNoNoNoYes
OtherToggle to Other LanguagesYesYesYesYesYes
OtherSend Bug ReportYesYesYesYesYes
OtherSend Support EmailYesYesYesYesYes
OtherLog OutYesYesYesYesYes
Other Log InYesYesYesYesYes
OtherView Profile PageYesYesYesYesYes
OtherEdit Profile PageYesYesNoNoNo

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