Overview
The user management system allows you to control access and permissions for your team members across projects. This guide explains how to manage users and understand different roles in the system.
User Roles
Assign appropriate user roles based on their required access levels (see full list below)
- Roles help define what access a user has to the system.
- Users can have multiple roles in a project
- When multiple roles are assigned, the user gets all permissions from all roles
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User roles |
Main functionalities* |
Who should get this? |
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Basic access |
See As-builts and 360 Panorama, if available. |
In a standard project, this might be the owner or anyone who needs access to basic documentation. |
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Observer |
View all project data and observations, As-builts and 360 Panorama. |
Any individual requiring view access to the project. In a standard project, this might be the owner or individuals from the GC that are not performing actions in the field. |
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Contributor |
View and approve all project data and observations, As-builts and 360 Panorama. |
Any individual requiring full access to the project. In a standard project, this might be individuals from the GC that are working in the job site. |
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Project Admin |
Additional access to managing a project and it's users. |
This should be added as an additional role, to individuals responsible for managing a project’s users. |
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Company Admin |
Additional access to managing a company, it’s users and tolerances |
This should be added as an additional role, to individuals who are responsible for their company’s Siteaware integration and cross-project user management. |
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Core Trade |
View all Core verification data and As-builts, edit observations and change their status to "For Review". |
Core Trades |
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Interior Trade |
View all Interior verification data and As-builts, edit observations and change their status to "For Review". |
Interior Trades |
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Shell Trade |
View all Shell verification data and As-builts, edit observations and change their status to "For Review". |
Shell Trades |
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Facade Maintenance |
View all Facade Maintenance verification data and As-builts, edit observations and change their status to "For Review". |
Facade Trades |
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Self Capture Specialist |
Access the self capture app |
Any individual responsible for performing self capture in a project. |
*full functionality can be seen in our full permissions table
User permissions
We will cover the actions in the following areas:
- Observations
- Analytics
- User management
- Tolerance management
- Self capture
Observations
| Action | Description | Basic Access | Observer | Contributor | Project Admin | Company Admin | Core Trade | Interior Trade | Shell Trade | Facade Maintenance | Self Capture Specialist |
| View all As-Built | Gives access to project As-Builts across all available products. | ✅ | ✅ | ✅ | ✖️ | ✖️ | ✖️ | ✖️ | ✖️ | ✖️ | ✖️ |
| View 360 panoramas | Gives access to project 360 Panoramas. | ✅ | ✅ | ✅ | ✖️ | ✖️ | ✅ | ✖️ | ✖️ | ✖️ | ✖️ |
| View Core Verification | Gives access to observations and as built in the Core product. | ✖️ | ✅ | ✅ | ✖️ | ✖️ | ✅ | ✖️ | ✖️ | ✖️ | ✖️ |
| View Interiors Verification | Gives access to observations as built in the Interiors product. | ✖️ | ✅ | ✅ | ✖️ | ✖️ | ✖️ | ✅ | ✖️ | ✖️ | ✖️ |
| View Shell Verification | Gives access to observations as built in the Shell product. | ✖️ | ✅ | ✅ | ✖️ | ✖️ | ✖️ | ✖️ | ✅ | ✖️ | ✖️ |
| View Facade Verification | Gives access to observations as built in the Facade Inspection product. | ✖️ | ✅ | ✅ | ✖️ | ✖️ | ✖️ | ✖️ | ✖️ | ✅ | ✖️ |
| Edit Observations |
Applies only to products the user has view permissions for. Ability to move Observations to Review status, Mark for punchlist, add assignee and due date |
✖️ | ✖️ | ✅ | ✖️ | ✖️ | ✅ | ✅ | ✅ | ✅ | ✖️ |
| Approve Observations |
Applies only to products the user has view permissions for. Ability to review and close Observations, Mark for punchlist, add assignee and due date, edit projected pour time |
✖️ | ✖️ | ✅ | ✖️ | ✖️ | ✖️ | ✖️ | ✖️ | ✖️ | ✖️ |
| Mark Observation as High Impact | Users with this permission can mark an observation as "High Value" | ✖️ | ✖️ | ✅ | ✖️ | ✖️ | ✖️ | ✖️ | ✖️ | ✖️ | ✖️ |
| Add Observation Comment | Add a comment to an observation's activity feed | ✖️ | ✖️ | ✅ | ✖️ | ✖️ | ✅ | ✅ | ✅ | ✅ | ✖️ |
| Add Manual Observation | Add a new observation manually (currently only available in facade management) | ✖️ | ✖️ | ✅ | ✖️ | ✖️ | ✖️ | ✖️ | ✖️ | ✖️ | ✖️ |
Analytics
| Action | Description | Basic Access | Observer | Contributor |
| View SA Overview | Gives access to the SiteAware score section, which benchmarks quality assurance standards | ✖️ | ✅ | ✖️ |
| View Analytics Pages | Access to project dashboards and analytics, including user analytics | ✖️ | ✅ | ✅ |
| View Vendor Pages | Access to Vendor dashboards and analytics | ✖️ | ✅ | ✅ |
User management
| Action | Description | Project Admin | Company Admin |
| Manage Users | Users with this permission are able to invite users and manage their association with projects | ✅ | ✅ |
| Access Company User Page | View a company's user list | ✖️ | ✅ |
| Access Project Permissions Page | View a project's user list | ✅ | ✅ |
| Access Admin Users Management Page | View an advanced page showing user's profiles. Location: Admin -> General -> User management |
✖️ | ✖️ |
Tolerance management
| Action | Description | Project Admin | Company Admin |
| View Company Tolerances | See the company's set tolerances | ✖️ | ✅ |
| View Project Tolerances | See a project's set tolerances | ✅ | ✅ |
| Edit Company Tolerances | Edit a company's default tolerances | ✖️ | ✖️ |
| Edit Project Tolerances | Edit a specific project's tolerances | ✖️ | ✖️ |
Self capture
| Action | Description | Self Capture Specialist |
| Access Capture App | Gives access to upload data to the Capture App | ✅ |
| Access the Self-Capture Portal | Can access the portal, upload, download and delete data | ✅ |