User Roles and Permissions
Platform: | WebMobile |
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Plan Type: | BasicEssentialPremiumEnterprise |
User Type: | RequesterFull UserAdministrator |
This article explains the different user roles, and outlines role permissions in MaintainX.
Default User Rolesβ
A MaintainX organization has the following default user roles. For details about what the different user roles can and canβt do, see User Permissions Quick Reference.
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Requester: Requester accounts are designed for users to let the organization know about work that needs to be done.
- Requester users can create work requests, and view and comment on requests they create.
- Requester accounts are free. Your Administrators can create as many as your organization needs.
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Full User: Full User accounts are for maintenance teams, and other people in your organization who do and manage work.
- Full users can create and manage work orders, and other entities such as assets and locations.
- A Full User account requires a paid license. For details, see the MaintainX pricing page.
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Administrator: Administrator accounts are for the people who manage and administer your organization.
- The user who creates the organization is an administrator by default.
- Administrators have all of the privileges of Full Users, plus access to features such as reporting, team and user management, data export, and organization settings.
- An Administrator account requires a paid license. For details, see the MaintainX pricing page.
When you buy a paid license of MaintainX, it can be configured as a Full User account or an Administrator account. While the two accounts have different permissions, the per-license cost is the same.
Custom Rolesβ
Custom Roles are available on Enterprise plans only. For more information, contact your MaintainX representative.
A custom role is a role you can tailor to your organization's needs. The default permissions for a custom role are based on the Full User role. Custom roles allow Administrators to manage permissions for specific positions, like site technicians or maintenance managers, who might need more permissions than the default Full User role provides. For more information, see Custom Roles.
Learn Moreβ
- Adding new users, see Invite a User to a MaintainX Organization.
- Managing existing users, see Manage Teammates.
Understanding Permissions in MaintainXβ
As a MaintainX user, you have different levels of permissions. Below is a breakdown of the different levels of permissions and how they can impact a user.
Role Permissionsβ
Default Role Permissionsβ
When a user joins an organization, theyβre assigned a role that can be a default role like a Full User or Requester role. These roles come with a default set of permissions that define what they can do and see in MaintainX. For more information, see User Permissions Quick Reference.
Custom Role Permissionsβ
When a user joins an organization, they're assigned a role that can be a custom role. Custom role permissions allow Administrators to add or remove permissions for a user in their organization. Custom roles provide the flexibility to tailor permissions for users in an organization for specific entities. For a breakdown of permissions Administrators can customize, see Create a Custom Role.
Team Permissionsβ
A user can also be added to a team. A team can have a specific set of permissions, set by a MaintainX representative that enable its members to handle specific tasks for an organization. Only a MaintainX representative can customize these team permissions.
Team permissions supersede any role permissions the user has, such as those from a default role or custom role. However, any custom user permissions that MaintainX adds for the user will supersede team permissions and role permissions.
For example, if the user is assigned a role without the permission to edit work orders, but is part of a team with custom permissions set to βEdit Any Work Order,β the user can edit any work order in the organization.
User Permissionsβ
A user is a member of one of your MaintainX organizations. A MaintainX representative can set custom permissions for a user. Those custom permissions supersede the user's role permissions and any team-level custom permissions.
For example, a user has the default role of Full User, but you want them to be able to create custom reports in the Reporting module. You can request that your MaintainX representative add the custom permission, "Custom Report Create," to that user's permissions.
User Permissions Quick Referenceβ
The following table lists default user permissions in MaintainX for some frequently used features.
Administrators can request additional customized permissions for users in an organization. Contact your MaintainX representative for assistance.
- Work Requests
- Work Orders
- Procedures
- Assets
- Locations
- Teams and Users
- Messaging
- Reporting
- Hourly Rates
- Subscriptions
Requester | FullΒ User | Administrator | Notes | ||
---|---|---|---|---|---|
Create | |||||
View | * | *Requesters can only view work requests that they create. | |||
Edit | * | *Requesters can only edit work requests that they create. | |||
Approve | |||||
Delete | |||||
Create | |||||
Assign | |||||
View | |||||
Edit | |||||
Complete | |||||
Delete | * | *Full Users can only delete work orders that they create. | |||
Create | |||||
Create with AI | |||||
Edit | |||||
Share to the Procedure Hub | |||||
Delete | * | *Full Users can only delete procedures that they create. | |||
Create | |||||
View | |||||
Edit | |||||
Delete | * | *Full Users can only delete assets that they create. | |||
Create | |||||
View | |||||
Edit | |||||
Delete | * | *Full Users can only delete locations that they create. | |||
Create | * | Full users can invite new Requesters and Full Users. They cannot invite new Administrators. Administrators can invite new users of any type. | |||
View | |||||
Edit | * | Administrators can change the user type for other users. E.g., promote a Requester user to a Full User. | |||
Direct Messages | |||||
Comments | * | *Requester users can comment on requests that they create. | |||
View Reports | |||||
Create Custom Dashboards | |||||
Set | |||||
Change Visibility | |||||
View | |||||
Change |
Custom Role Permissions Quick Referenceβ
The following table lists user permissions that you can configure for different MaintainX entities when you create custom roles:
Entity | Permission | Description |
---|---|---|
Create Work Orders | Ability to create work orders. | |
Edit Work Orders | Ability to edit work orders. Select one of the following:
| |
Delete Work Orders | Ability to delete work orders. Select one of the following:
| |
Cancel/Skip Work Orders | Ability to cancel or skip work orders. Select one of the following:
| |
Fill Procedure | Ability to fill in procedure fields in a work order. Select one of the following:
| |
Change status of Work Orders | Ability to change the status of work orders. Select one of the following:
| |
Create Requests | Ability to create work requests. | |
Approve Requests | Ability to approve work requests.
| |
Delete Requests | Ability to delete work requests.
| |
Create Assets | Ability to create assets. | |
Edit Assets | Ability to edit assets. Select one of the following:
| |
Delete Assets | Ability to delete assets. Select one of the following:
| |
Change status on Assets | Ability to change the status on assets. For more information, see Asset Status. | |
Create Locations | Ability to create locations. | |
Edit Locations | Ability to edit locations. Select one of the following:
| |
Delete Locations | Ability to delete locations. Select one of the following:
| |
Create Meters | Ability to create meters. | |
Edit Meters | Ability to edit meters. Select one of the following:
| |
Delete Meters | Ability to delete meters. Select one of the following:
| |
Create Parts | Ability to create parts. | |
Edit Parts | Ability to edit parts. Select one of the following:
| |
Delete Parts | Ability to delete parts. Select one of the following:
| |
Create Procedures | Ability to create procedures. | |
Edit Procedures | Ability to edit procedures. Select one of the following:
| |
Delete Procedures | Ability to delete procedures. Select one of the following:
| |
Create Purchase Orders | Ability to create purchase orders. | |
Approve Purchase Orders | Ability to approve purchase orders.
| |
Edit Purchase Orders | Ability to edit purchase orders.
| |
Delete Purchase Orders | Ability to delete purchase orders.
| |
Complete Purchase Orders | Ability to complete purchase orders.
| |
Fulfill Purchase Orders | Ability to fulfill purchase orders.
| |
Create Work Order Templates | Ability to create work order templates. | |
Edit Work Order Templates | Ability to edit work order templates. | |
Delete Work Order Templates | Ability to delete work order templates. | |
Create Categories | Ability to create categories. | |
Edit Categories | Ability to edit categories. Select one of the following:
| |
Delete Categories | Ability to delete categories. Select one of the following:
| |
Create Vendors | Ability to create vendors. | |
Edit Vendors | Ability to edit vendors. Select one of the following:
| |
Delete Vendors | Ability to delete vendors. Select one of the following:
| |
Invite users | Ability to invite users. For more information, see Invite a User in a MaintainX Organization. | |
Remove users | Ability to remove users in a MaintainX organization. For more information, see Remove User from Organization. | |
Manage billing | Ability to manage the paid subscription of the MaintainX organization. | |
Reporting View | Ability to access the Reporting module. |