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en:diary:userpermissions

Users permissions

The Buildary user permission system is designed to allow very straightforward work on smaller projects with a few members project team. At the same time, it is flexible enough to meet the demands of large corporate customers and project teams of the largest construction sites.

The Buildary user permission system can be viewed as a three-level system.

The first level of permissions is at the domain level and controls if the user can create new projects and diaries in that domain. The user's permissions are set by the domain administrator. For users working in their personal domain, this level is irrelevant, because, in the personal domain, the user always has all the permissions.

The second level of permissions is at the project level where company roles and member roles, as well as their permissions on the project site, can be defined for the entire project team.

The third level is the construction diary and its entries. For each construction diary, authorised persons and their roles are listed. The role defines the user's permissions in the diary. This is a level that every diary administrator needs to understand and use properly.

Domain users

On the other hand, it is very important for a company domain administrator to correctly understand and set domain-level permissions. Only the employees of your company are added to the domain user list. The external users are added only as project team members of a specific project. Not to the domain user list.

Domain users can be granted the following permissions:

- Domain Administration - This permission allows the user to edit domain settings, insert domain users including their permission settings, delete the domain.

- Create New Project - This permission allows the user to create new projects in a given domain.

- Administrate Project - This permission allows the user to edit project information, insert new companies, and team members to the project, create new project diaries but always only on the projects where he is a team member.

- All Projects Administration - This role allows for the configuration of all projects within the domain (regardless of who created them), such as adding organizations, team members, modifying role dictionaries, as well as creating and configuring diaries, editing cover pages, and managing authorized persons from identification details. Assigning this role grants the user read-only access to the daily records. This role does not grant the ability to make daily entries or add supplementary documents, such as basic documents, project documents, inspections, and other paperwork.

- All Projects Reader -Allows access to all diaries within the domain, without the ability to make any modifications.

The user is automatically written to domain users as an administrator after he/she creates the domain. In addition, he/she becomes the owner of the domain which grants him/her the same permission as a domain administrator. Therefore, deleting a user from domain user list or changing his/her domain permissions can not restrict the domain owner in his/her permissions.

After you add a user to the domain, an e-mail is sent to his/her address, with an invitation to create an account. The E-mail address is the key to linking the user account and the user in the domain users list. It doesn't make any difference which is created earlier or later.

Construction Project Users

If you have set up a construction project and want to give access to other users, you must first add them as “Project Team Members.” This can be done in the construction project settings window under the “Project Team” section.

After adding a user as a project member, an invitation is sent to their email address.

When a user is added as a project member, they gain access to the construction project, but this does not automatically grant permissions to work with the construction diary. These permissions must be assigned by selecting a role that reflects the user’s responsibilities on the project, either during the addition or by editing the project member. The assigned role defines the user’s permissions in the construction diary.

Diary users

If a user is to have access to the diary, they must be added to the “Authorized Persons” list. This is done in the “Identification Details” section of the diary. The user is also assigned a role taken from “Project Members,” which you can modify as needed for each diary. The user's rights in the diary are determined by this role.

If a user is listed as an authorized person in the diary, they have access to view the entire construction diary, regardless of their role. This right is granted by default, and B.O. respects this.

en/diary/userpermissions.txt · Last modified: 2024/10/07 14:33 by Lada Svobodová

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