Field Issues and Inspections roles and permissions

Learn the different permissions available to users in Field working with issues and/or inspections.

Permissions in Field are provided to each user by assigning them a role in the Field directory. There are several features in Field, each with their own set of roles. Each role determines what a user can do when using the feature. This allows organizations to manage what people can do in Field.

Issues Role: Allows a user to create and manage issues and punchlists. Users with an Administrator role can also add users to the Field directory. Learn more below.
Inspections Role: Allows a user to create and manage inspections. Users with an Administrator role can also add users to the Field directory. Learn more below.
Test Plans Role: Allows a user to create and manage test plans. See Test Plan Roles and permissions.
Observations Role: Allows a user to create and manage observations. See Observations Roles and permissions.
Daily Reports Role: Allows a user to create and manage daily reports. See Daily Reports roles and permissions.

Tip!

The Issues Role also provides permissions for Punchlists. If Punchlists is not enabled for your organization, the Aconex-owning Project Admin should raise a service request, requesting us to enable it for you.

Issues role

This role provides permission for issues, punchlists, and some project settings. The available roles are:

Observer: View issues that their organization has created or been assigned or which have been shared to their organization. All users have Observer permissions by default.
Observer Administrator: Has the same permission as an Observer and can add users from their organization.
Assignee: Works on their assigned issues and updates the status.
Assignee Administrator: Has the same permission as an Assignee and can add users from their organization.
Inspector: Capture, assign, and close issues.
Inspector Administrator: Has the same permission as an Inspector and can add users from any organization.
Project Administrator: Perform any action, assign a role to any user, and update project settings.

Permissions (or actions) available to each Issues Role when working with issues.

	Observer	Observer Administrator	Assignee	Assignee Administrator	Inspector	Inspector Administrator	Project Administrator
View / export issues	✓	✓	✓	✓	✓	✓	✓
Change issue status			✓	✓	✓	✓	✓
Capture issue					✓	✓	✓
Assign issue					✓	✓	✓
Edit issue					✓*	✓*	✓*
Close issue					✓*	✓*	✓*

* You can only edit and close issues that your organization has created.

Permissions (or actions) available to each Issues Role when working with punchlists.

	Observer	Observer Administrator	Assignee	Assignee Administrator	Inspector	Inspector Administrator	Project Administrator
View / export punchlists	✓	✓	✓	✓	✓	✓	✓
Create punchlist					✓	✓	✓
Edit punchlist					✓*	✓*	✓*
Share punchlist					✓*	✓*	✓*
Close punchlist					✓*	✓*	✓*

* You can only edit, share, and close punchlists that your organization has created.

Permissions (or actions) available for each Issues Role in Field Settings. Note these are only applicable to Administrator roles.

	Observer Administrator	Assignee Administrator	Inspector Administrator	Project Administrator
Add users from your organization	✓	✓	✓	✓
Assign Issues Role to users in your organization **	✓	✓	✓	✓
Add users from other organizations			✓	✓
Assign Issues Role to users in other organizations				✓
Create / edit areas				✓
Create / edit location detail suggestions			✓	✓
Create / edit issue types				✓
Create / edit issue description suggestions			✓	✓

** You can assign someone else a role that's equal to or below your Issues Role.

Inspections role

Permissions in Field Inspections are provided to each user by assigning them a role in the Field directory. The available roles are:

Observer: View inspections that their organization has created or been assigned or which have been shared to their organization. All users have Observer permissions by default.
Observer Administrator: Has the same permission as an Observer and can add users from their organization.
Assignee: Works on their assigned inspections and updates the status.
Assignee Administrator: Has the same permission as an Assignee and can add users from their organization.
Inspector: Create, assign, and close inspections.
Inspector Administrator: Has the same permission as an Inspector and can add users from any organization.
Project Administrator: Perform any action, assign a role to any user, and update project settings.

Permissions (or actions) available to each Inspections Role when working with inspections.

	Observer	Observer Administrator	Assignee	Assignee Administrator	Inspector	Inspector Administrator	Project Administrator
View / export inspections	✓	✓	✓	✓	✓	✓	✓
Change inspection status			✓	✓	✓	✓	✓
Create inspection					✓	✓	✓
Assign inspection					✓	✓	✓
Edit inspection					✓*	✓*	✓*
Close inspection					✓*	✓*	✓*

* You can only edit or close inspections that your organization has created.

Permissions (or actions) available for each Inspections Role in Field Settings. Note these are only applicable to Administrator roles.

	Observer Administrator	Assignee Administrator	Inspector Administrator	Project Administrator
Add users from your organization	✓	✓	✓	✓
Assign Inspections Role to users in your organization **	✓	✓	✓	✓
Add users from other organizations			✓	✓
Assign Inspections Role to users in other organizations				✓
Create / edit areas				✓
Create / edit location detail suggestions			✓	✓
Create / edit inspection templates			✓	✓

** You can assign someone else a role that's equal to or below your Inspections Role.

What's next?

Assign a role to a Field user

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Field Issues and Inspections roles and permissions

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Issues role

Inspections role

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