How You Administer Additional Application Users and Roles

You can follow the steps discussed in the Creating Application Implementation Consultant User topic for assigning roles to the Maintenance Manager and Maintenance Technician users.

You must assign the following roles to the Maintenance Manager user:

  • Employee

  • Inventory Manager

  • Maintenance Manager

You must assign the following roles to the Maintenance Technician user:

  • Employee

  • Maintenance Technician

Assets are typically managed by a user who has the Maintenance Manager or Asset Administrator roles. These roles include global grants for the Installed Base Asset data object to stripe some data conditions for customer assets.If user-defined roles are created to view, create, and edit assets, a new data security policy must be created if the Maintenance Manager, Technician, or Asset Administrator roles aren’t assigned to the user.

  • Create a Data Security Policy in the Data Security Policy train stop.
    • Policy Name: Grant to Asset
    • Policy Description: Grant that enables access to assets
    • Database Resource: Installed Base Asset
    • Data Set: All Values
    • Actions: Manage Installed Base Asset
  • Save the Role.
  • Run the scheduled process: Import User and Role Application Security Data.