Roles

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 role.
• Several standard roles are pre-loaded in the system.
• Administrators may create new roles with custom permissions.

Standard Roles

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.

Creating a New Role

To create a new role:

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

• Once the role appears on the Roles list, select the Reassign Permissions symbol to configure the permissions for your new role.

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.
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. 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.

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
View Specimens	Provides user access to the View Specimens screen, within Field - Concrete. User can manage the status of concrete specimens (Logged, Picked Up, Checked In,)
Manage Concrete Sample Date	Users have the ability to edit Concrete sample logged/cast date, regardless of sample's specimen statuses.
Manage Soil Proctors	User can edit proctor data within Lab, even if the proctor has already been used for testing.
Manage Bituminous Results	User can edit Bituminous results within Lab, even if the results have already been used for testing.
View Sample Data	User can select a specimen within Lab, and can view the QC / Field data related to the concrete sample / specimen.

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.

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. Permissions can be edited.
Field	Field Worker	Has access to all areas within Field. Gauge Standardization Density Testing Concrete Grout / Mortar Inspections and Observations Activity Log Field Reports
QC	QC User	Has access to all areas within QC Density Testing Inspections and Observations Concrete Field Reports Draft Reports Has access to Dashboard Has access to Project Specifications
Delivery	Delivery User	Has access to Delivery
Lab	Lab User
Utility	Utility User
Project Setup	Project Setup User