Quality team should see reports and downtimes but must not change anything

[SystemPulse]

Our quality department wants access to Proveris. They need the dashboard, the reports and the downtime list, and they would like to export reports themselves. However, they should not be able to edit machines, products, shifts or causes, and definitely not start or stop work orders.
Right now we only use the default Operator, Manager and Developer setup, and none of them fits: Operator is too limited and Manager can change too much. Is it possible to create our own role in the web version with exactly these rights? And what happens if a user ends up with two roles?

[Technical Support]

Yes, you can create your own role.
Create the role
1. Open USERS > ROLES and click Add Role.
2. Enter a Role name (for example "Quality") and a Description.
3. In Permissions, every page has three levels:
- None: hidden from the menu and blocked.
- Read: view only.
- Write: add, edit, delete and all actions on that page.
A "–" means the page has no actions, so Read is enough.
4. For your case: set Read for the dashboard, REPORT and DOWNTIMES, and None or Read for machines, products, shifts, causes and work orders. Save the role.
Assign it
Open USERS, edit each quality user and select the new role under Roles. A user without any role cannot open any page, so make sure each user has at least one.
Two roles
If a user has several roles, the widest permission applies per page. So if someone has both "Quality" and "Manager", the Manager rights win. Keep quality users on the Quality role only.
Machine visibility
Roles control pages. Which machines a non-admin user sees is set separately on the user with Assigned Machines.
Note: Developer is the system role. It cannot be deleted, its permissions are fixed, and at least one user must keep it.
Test with one quality user first: sign in as that user and check that the edit and action buttons are not available on the pages set to Read.
Documentation: https://greensoft.ai/documentation/p...ser-interface/