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Understanding User Permissions and Roles

You will soon be able to assign custom user permissions to control access to different features in both the mobile app and the web portal. This gives your organization greater flexibility in managing users and distributing responsibilities.

Permission Classes

These define what each user can manage across your organization. You can assign any combination of the following:

Permission Class

Description

Administrator

Manage all organization data, settings, and users.

Example : Limited users such as Senior leaders 

*Requires Data License in addition to this Role permission to be able to extract  project data.  License not required for other admin facets.

User Manager

Manage users, groups, licenses, and training assignments.

Example : HR staff, office admins, or team leads handling onboarding.

Project Manager

Oversee projects, project submissions, and tags.

Example: Field project managers, CEIs, or supervisors.

Integration Manager

Manage system integrations for the organization.

Example: IT staff or tech-savvy engineers (e.g., Trimble, FleetWatcher, HCSS).

*Requires purchase of  at least 1 integration in addition to this Role permission

Data Manager

Organize forms, flags, and location data.

Example: Inspectors, quality control staff, or engineers.

*Requires Data License in addition to this Role permission

Safety Manager

Manage safety features like Active Worksite.

Example: Safety coordinators or superintendents.

*Requires purchase of  Active Worksite in addition to this permission

 

User Roles

In addition to permission classes, you can assign specific user roles for more granular access control:

  • Form Reader – Can view form content.  Requires Capture or Data license in the App. Requires Data License in the Portal.
  • Form Writer – Can submit and write form data.  Requires Capture or Data license in the App. Requires Data License in the Portal.
  • Form Email User – Can email form data from App and Portal  .  Requires Data license in the App and Portal.  Not available with Capture license.  
  • Location Data Reader – Can view material dump and density test data. Requires Data license. Only available in the Portal not available in the App . 

If you need help determining which roles and permissions are best for your team, feel free to reach out to our support team via our Contact Us page.

Warning: To utilize Forms in the OnStation app, roles Form Reader and/or Form Writer will need to be assigned to the group the user is included in.

 

Legacy User Groups

To maintain consistency for existing users:

  • All previous managers will be automatically moved into the Legacy Manager group with Administrator permissions.
  • All previous users will be moved into the Legacy User group with access to projects and project submissions.

Note: Access to features will depend on your organization's licensing.