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Table of Contents

Table of Contents

Purpose

Access to MetaField functionality is controlled using role-based security.
MetaField authenticates users with Active Directory and Windows security.
Only a MetaField Administrator can assign roles.
Assign roles to users based on the activities they perform.
Before users can access MetaField, they must be assigned to at least on one role.
Several standard roles are pre-loaded in the system.
Administrators may create new roles with custom permissions.

Standard Roles

Role	Description
Administrator	Complete access to all MetaField components
Business Administrator	Complete access to all MetaField components with the exception of

: Roles, Users, General - Generic Users.

Admin - Security
Field	Allows entry of field tests, inspections, observations, and creation of field reports
Quality Control	Controls access to the Quality Control component, as well as

Project

CGM Specifications and Dashboard
Delivery	Controls access to the Delivery component for report management

Lab

LIMS	Controls access to the Lab (LIMS) component for sample management and entry of lab test results
Utility	Controls access to the Utilities component

Assigning a User to a Role

To assign a user to a role:

Select the Assign Users icon next to the appropriate role.
Type in the employee’s Active Directory username, then select Add.

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Scheduler	Controls access to the Scheduling component
Project Set Up	Controls access to the Project Set Up component
Report Access	Controls access to the Delivery component for report management
Safety Program	Controls access to only the Field → Safety module Provides a simple mechanism for all employees within an organization to log safety-related records (observations, incidents, etc.)

Creating a New Role

To create a new role:

Select the Add Role button
You will be prompted to give the role Provide a Name and Description .

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of the role in the pop up
Once the role appears on the Roles list, select the Reassign Permissions symbol to configure the permissions for your new role.

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Assigning Permissions

MetaField uses a check box tree to assign appropriate permissions. Each permission label, corresponds with its respective area within MetaField.
By assigning a "check mark" on the permissions check box tree, the selected check mark will grant access to its respective area.
By removing a "check mark" on the permissions check box tree, any unselected nodes, will not grant access to the respective areas.
Items to note are listed below:

Item to Note	Example	Image
By selecting a "parent" node permission, all children permissions will be granted.	Parent = Field (permission granted) Children = All activities within the Field module will be granted unless an individual permission is removed.

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The permissions check box tree, use a "tri-state click cycle".

If a node is empty (empty state), the permission is not granted.
If a node is checked (full state), that permission is granted along with all (if any), child permissions are granted as well.
If a node is fully colored (mid state), that permission is granted but, it contains 1 or more child permissions that are NOT granted.

Click an individual node to cycle through each state until the appropriate state is applied.

Info

title	Special Permissions

MetaField contains certain special case permissions that will NOT be automatically applied if the parent permission is marked. For more information, please see the Special Permissions section.

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Special Permissions

MetaField contains special permissions that can provide a user access to such features as; managing sample data, test data, and proctor data.
Each special case permission can be accessed and granted within the permissions check box tree. By default, marking the parent permission will NOT automatically select these special case permission. The only way for these permissions to be granted, is if their node is selected individually.
Listed below, are all of the special case permissions within MetaField.

Permission	Feature	Image
Manage Global Text Libraries	User can associate and edit a Text Library at the Global level.	Image Added
Manage Activity Structure	User can add, edit, or delete Text Library Areas, Categories, and Sub-Categories.	Image Added
Add Proctor	Users can add proctor results in the Field module (typically done in LIMS)	Image Added
Edit Density Test	Allows field users the ability to save edits to Density Tests in the status of Analyzed, Complete or Review.	Image Added
View Specimens	Provides user access to the View Specimens screen, within Field - Concrete / Grout / Mortar. User can manage the status of concrete / Grout / Mortar specimens (Logged, Picked Up, Checked In,)

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Change Specimen Count	Provides user access to the Change Specimen Count screen, within Field - Concrete / Grout / Mortar. User can Change the specimen counts for samples in Picked Up, Checked In, and Uncollected statuses.	Image Added
Test Forms	Allows field users to have access to Activity and Sample Tracking Forms that are in "Test" status.	Image Added
Manage Concrete Sample Date	Users have the ability to edit Concrete sample logged/cast date, regardless of sample's specimen statuses

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Report - Can Email		Image Added
Report - Can Make Public		Image Added
Manage Density Field Test Data Manage Density Test Date	Users with the Manage Density Field Test Data permission can change field data in Density QC Users with the Manage Density Test Date permission can change the test date of a density test in Density QC	Image Added
Manage Sample Tracking Test Results	Users have the ability to edit Lab Test data from Sample Tracking QC.	Image Added
Email Reports		Image Added
View Sample Data Revert Test Results	User can select a specimen within Lab, and can view the QC / Field data related to the concrete sample / specimen. User can clear out test results that were entered for a specimen in error.	Image Added
Manage Soil Proctors	User can edit proctor data within Lab, even if the proctor has already been used for testing.

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Manage Bituminous Results	User can edit Bituminous results within Lab, even if the results have already been used for testing.

Image RemovedView Sample Data

User can select a specimen within Lab, and can view the QC / Field data related to the concrete sample / specimen.

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Removing User Access to an Individual Role

You can remove a user from a role by selecting the Assign Users icon and selecting the X by the users's name. You can also remove an individual from a role through the User tab.

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Approve Results		Image Added
Enable Finalize All		Image Added
Project Security		Image Added
AgilePort	The following permissions grant access to AgilePort configuration options within the MetaField Administration Module. AgilePort Users: Grants access to create and configure AgilePort only users. Subscriptions: Grants access to view AgilePort subscriptions and create billing reports. Settings: Grants access to a configuration menu for the AgilePort client portal. AgilePort Login/Preview: Grants a MetaField user the ability to login to AgilePort using their MetaField credentials and view the portal as their clients would.	Image Added
Utilities - Billing		Image Added

Default Roles / Permissions

MetaField Roles and associated Permissions can be configured how your organization sees fit. Below are the default settings.

Role	Description	Permissions	Image
Administrator	Administrator	Has access to all areas of MetaField.


Business Administrator	Business Administrator	Has access to all areas of MetaField with exception to the Administration > Security pages. Permissions can be edited.