Within PDX clients are able to set up role-specific permissions that customizes what users within the organization can do around assets. I.e should these users be able to view / download specific asset inventories.
The user permissions dashboard is a one-stop list that allows admin accounts to view and verify if the assigned inventory + role permissions are correct, to ensure that their user base is properly setup. To access the dashboard, click on the User Profile icon and select “User permission dashboard”.
This will redirect to the User permission Dashboard where users can choose to:
- Filter for a specific user
- Filter by a specific Inventory group
- Filter by a specific Role group
Filters can be added via each applicable header. If the fields are not available, click on the Filter icon at the upper left of the page to minimize or open the filter options.
Users can download a CSV report that will only contain the contents of the applied filters for further review. This option is available at the right of the permissions dashboard.
On the user permission dashboard the fields are as following:
- User - The first and last name of the the party
- Email - The email of the party
- Inventory group - What types of assets (inventory group) the user can view
- Role - What role the user can do with said inventory group assets. This defines the permissions (view/read-only/write/etc)
- Is Active - If the user has an active/current PDX account
- Subscribed Filters - What filters is this user currently subscribed to. More info here
If any permissions need to be revised or inventory groups need to be added, please reach out to our support team through the steps outlined here.