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User Roles

POSM Central uses user roles to control what each person can do within an organization.

Organization Administrators assign roles from Access Management.

Select a POSM Central user role

The available roles are:

  • Organization Admin
  • Edit User
  • View & Download User

Organization Admin

Organization Admin provides full access to POSM Central for the organization.

Organization Admins can:

  • View sessions and projects
  • Create sessions
  • Edit permitted inspection data
  • Share owned sessions and projects
  • Transfer owned sessions and projects to another organization
  • Delete sessions
  • Export sessions
  • Print reports
  • Access Access Management
  • Add users
  • Edit users
  • Change user roles
  • Activate users
  • Deactivate users
  • Manage organization settings

Use this role for users who are responsible for both inspection-data workflows and administration of the POSM Central organization.

Organization Admin has full access

Assign the Organization Admin role only to trusted users who need administrative control of the organization.

Edit User

Edit User provides operational access to inspection data without access to organization user administration.

Edit Users can:

  • View sessions and projects
  • Create sessions
  • Edit permitted inspection data
  • Share owned sessions and projects
  • Transfer owned sessions and projects to another organization
  • Delete sessions
  • Export sessions
  • Print reports

Edit Users cannot access Access Management.

This means they cannot:

  • Add users
  • Change user roles
  • Activate users
  • Deactivate users
  • Manage other users in the organization

Edit User can Share and Transfer

Edit Users can perform ownership and sharing actions on inspection data even though they cannot administer organization users.

View & Download User

View & Download User provides read-only access to inspection data.

View & Download Users can:

  • View sessions and projects
  • View reports
  • View images
  • View video
  • Download or export permitted inspection data
  • Print reports

View & Download Users cannot:

  • Edit inspection data
  • Create sessions
  • Share owned sessions or projects
  • Transfer ownership
  • Delete sessions
  • Access Access Management
  • Add or manage users

Use this role for users who need to review and retrieve inspection data without making changes.

Role Comparison

Capability Organization Admin Edit User View & Download User
View sessions and projects Yes Yes Yes
Create sessions Yes Yes No
Edit permitted inspections Yes Yes No
Share owned sessions/projects Yes Yes No
Transfer owned sessions/projects Yes Yes No
Delete sessions Yes Yes No
Export Yes Yes Yes
Print Yes Yes Yes
Access Access Management Yes No No
Add users Yes No No
Change user roles Yes No No
Activate/deactivate users Yes No No
Manage organization settings Yes No No

Roles and Shared Inspection Access

A user's role and the access level of a shared inspection work together.

For example:

  • A View & Download User cannot edit an inspection, even if the inspection was shared to the organization with Full Edit Access.
  • An Edit User or Organization Admin can edit an inspection shared with Full Edit Access.
  • An inspection shared as View & Download remains read-only even for an Edit User or Organization Admin.

Both permissions matter

The sharing access level determines what the receiving organization is allowed to do with the inspection.

The user's role determines what that individual user is allowed to do.

The more restrictive permission applies.

Learn About Shared Access Levels

Change a User's Role

Organization Administrators can change a user's role from Access Management.

  1. Open Access Management.
  2. Locate the user.
  3. Click the edit button.
  4. Open the Role drop-down.
  5. Select the desired role.
  6. Click Save.

Change a POSM Central user role

The new role determines the user's permissions the next time they use the applicable POSM Central functions.