Roles

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 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 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 CGM Specifications and Dashboard
Delivery	Controls access to the Delivery component for report management
LIMS	Controls access to the Lab (LIMS) component for sample management and entry of lab test results
Utility	Controls access to the Utilities component
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
Provide a Name and Description 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.

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.

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
Manage Global Text Libraries	User can associate and edit a Text Library at the Global level.
Manage Activity Structure	User can add, edit, or delete Text Library Areas, Categories, and Sub-Categories.
Add Proctor	Users can add proctor results in the Field module (typically done in LIMS)
Edit Density Test	Allows field users the ability to save edits to Density Tests in the status of Analyzed, Complete or Review.
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,)
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.
Test Forms	Allows field users to have access to Activity and Sample Tracking Forms that are in "Test" status.
Manage Concrete Sample Date	Users have the ability to edit Concrete sample logged/cast date, regardless of sample's specimen statuses.
Report - Can Email
Report - Can Make Public
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
Manage Sample Tracking Test Results	Users have the ability to edit Lab Test data from Sample Tracking QC.
Email Reports
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.
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.
Approve Results
Enable Finalize All
Project Security
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.
Utilities - Billing

Default Roles / Permissions

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

Role	Description	Permissions
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.
Field	Field Worker	Has access to all areas within Field. Gauge Standardization Density Testing Concrete / Grout / Mortar Field Reports Activity Sample Tracking Field Dispatch
QC	QC User	Has access to all areas within QC Density Testing Concrete / Grout / Mortar Field Reports Draft Reports Activity Sample Tracking Has access to Dashboard Has access to Project Specifications and Field Costs within Project Administration
Delivery	Delivery User	Has access to Delivery
LIMS	Lab User	Has access to: Concrete Work Queues Cast cylinder Diameter Averages Sample Tracking Queues Soil Proctor Results Bituminous Results Lab Documents
Utility	Utility User	Has access to: Activity Data Extract Concrete / Grout / Mortar Data Extract Density Testing Data Extract Nuclear Gauges Data Extract Sample Tracking Data Extract Scheduling and Dispatch Data Extract Field Costs Data Extract Soil Proctor Data Extract Bituminous Data Extract
Project Setup	Project Setup User	Has access to Project Setup: Projects Clients and Contacts
Scheduler	Scheduler	Has Access to Scheduling