Understanding Roles & Permissions in Proqio
Proqio enables users to assign a variety of different roles to team members, and these roles are in turn associated with different permissions within the project. This article goes into detail about the different roles and their associated permissions.
What are permissions in Proqio?
Permissions are the actions that a user is allowed to execute in the Proqio system, which are in turn associated to a variety of different role options, all of which will be detailed in this article. Additionally, some permissions are tied directly to the project as a whole, and the other type of permission is that which is tied to groups set within projects by users. A project can have numerous groups belonging to it.
Additionally, it is important to note that the set of actions allowed for each "type" of permission (project vs. group) are different, because they are not related to the same entities. Also, many actions in the Proqio interface require several permissions to be granted simultaneously.
Why is this functionality useful?
Roles and their associated permissions are desgined to manage user access and control within a Proqio project. Their main purpose is to ensure each user has access to the data and features they need, based on their responsibilities within the project. This functionality therefore enhances operational efficiency and data integrity.
Functionality Highlights:
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Access Control: Allows project managers to limit and define user access and control levels within their team.
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Operational Clarity: Enables project managers to define what actions their team members can perform within Proqio.
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Preservation of Data Integrity: Prevents unauthorized modifications to critical configurations, such as instrument settings or alert thresholds.
Project-Level Permissions
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Permission
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SAdmin
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Admin
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Editor
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Viewer
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Edit project details
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✅
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✅
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||
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View users
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✅
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✅
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✅
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✅
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Invite users to project
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✅
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✅
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||
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Edit users
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✅
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✅
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||
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Delete users
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✅
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✅
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||
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Create new groups
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✅
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✅
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||
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Edit visible groups (group details)
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✅
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✅
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✅
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Remove visible groups
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✅
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✅
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||
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View teams (user can always view teams where he belongs)
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✅
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✅
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✅
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✅
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Create team
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✅
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✅
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Edit team
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✅
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✅
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||
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Delete team
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✅
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✅
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||
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Get users in and out teams (also view permission required)
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✅
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|||
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Get groups in and out of teams (also view permission required, view permission required for groups added)
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✅
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✅
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||
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View categories
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✅
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✅
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✅
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✅
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Create category
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✅
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✅
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||
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Edit category
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✅
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✅
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||
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Delete category
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✅
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✅
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||
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View parsers
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✅
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✅
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||
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Create parsers
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✅
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|||
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Edit parsers
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✅
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|||
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Delete parsers
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✅
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|||
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Manual data input
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✅
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✅
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✅
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|
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View connections
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✅
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✅
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✅
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✅
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Create connections
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✅
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✅
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||
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Edit connections
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✅
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✅
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||
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Delete connections
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✅
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✅
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Group-Level Permissions
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Permission
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SAdmin
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Admin
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Editor
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Viewer
|
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View instruments
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✅
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✅
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✅
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✅
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Create instruments
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✅
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✅
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✅
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|
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Add instruments to this group
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✅
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✅
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✅
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|
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Remove instruments from this group
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✅
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✅
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||
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Edit instruments in this group
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✅
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✅
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✅
|
|
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Disable instruments in this group
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✅
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✅
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||
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Delete Alerts from instruments in this group
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✅
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|||
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Delete records from instruments in this group
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✅
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|||
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View dashboards
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✅
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✅
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✅
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✅
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|
Create dashboards
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✅
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✅
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✅
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|
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Add dashboards to this group
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✅
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✅
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✅
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|
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Remove dashboards from this group
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✅
|
✅
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||
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Edit dashboards
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✅
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✅
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✅
|
|
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Delete dashboards
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✅
|
✅
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||
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View report
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✅
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✅
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✅
|
✅
|
|
Create reports
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✅
|
✅
|
✅
|
|
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Add reports to this group
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✅
|
✅
|
✅
|
|
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Remove reports from this group
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✅
|
✅
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||
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Edit reports
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✅
|
✅
|
✅
|
|
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Delete reports
|
✅
|
✅
|
||
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View Alert notifications
|
✅
|
✅
|
✅
|
✅
|
|
Edit Alert notifications
|
✅
|
✅
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