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 |
|
Business Administrator |
|
Field |
|
Quality Control |
|
Delivery |
|
Lab |
|
Utility |
|
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.
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". |
|
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 |
| |
Manage Activity Log Structure |
| |
Create/Modify Schedule | ||
View Specimens |
| |
Change Specimen Count |
| |
Manage Concrete Sample Date |
| |
Manage Density Field Test Data Manage Density Test Date |
| |
Manage Soil Proctors |
| |
Manage Bituminous Results | User can edit Bituminous results within Lab, even if the results have already been used for testing. | |
View Sample Data |
| |
Email Reports |
| |
Manage Sample Tracking Test Results |
|
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 |
| |
Business Administrator | Business Administrator |
| |
Field | Field Worker |
| |
QC | QC User |
| |
Delivery | Delivery User |
| |
Lab | Lab User | Has access to:
| |
Utility | Utility User | Has access to:
| |
Project Setup | Project Setup User | Has access to Project Setup:
|