User Roles Explained

Below is the list of roles that can be assigned to new or existing users


Administration Roles

No Roles Assigned: Read Only Privileges. Users will only be able to read data in the system and leave notes in various places throughout the system.

Company Admin: Allows users to Add/update user accounts, assign user roles, manage company info, Hierarchy, Fields and Affiliations.

Site Admin: Allows users to create, edit, and import fields, sites, equipment and facilities.

Schematic Admin: Allows users to edit and update schematics, usually given in conjunction with the Sites Admin Roll.

Operate and Measure Roles

Maintenance Admin: Responsible for creation and upkeep of work orders lists for Action, Category, Priority and Trades. Responsible for setting the work order number format.

Operations: Allows users to record activities for equipment and sites.

Operations Admin: Allows users to Schedule and configure activities for equipment and sites

Operations Editor: Allows users to edit completed activities for equipment and sites

Operations - Show all activities reports and schedules: Allows user to view all recorded activities and schedules. This role will not allow users to record all activities without the appropriate activity-based roles being assigned.

Schematic

Schematic Admin: Allows users to create, edit and update schematics, usually given in conjunction with the Sites Admin Roll.

Schematic Verifier: Allows users to verify schematics for regulatory compliance and schematic completion tracking.

Shift Log

Shift – Closer: Allows users to review and close shift logs. This results in the log being locked to editing and entries will no longer be able to be entered.

Shift – Contributor: Allows users to add entries and comments to an open shift log

Shift – Reviewing: Allows users to review a shift log. This will create an entry stating the shift log has been reviewed but it will not close the Shift Log.

Activity Based Roles

  • Activity Based Roles specify what type of work an individual in MBO can complete as part of the Operate and Measure modules.
  • To view the activities that can be recorded with an assigned role, click the Details link located to the left of each listed role.
  • Giving the correct roles ensures that operators can fill out all required tasks and maintain a clutter free Run Sheet.

Having trouble choosing the right roles? Email support@muddyboots.online and one of our helpful support staff will assist you.