Permissions schemes

This documentation provides guidance on asset permissions and managing them for different user groups.

What are asset permissions?

Asset permissions control user access to creating, viewing, updating, and deleting assets within specific asset types and schemes.

Instructions

App Administrators can create permission schemes through the Permissions Schemes page. These permissions can then be assigned to specific Asset Type Schemes and Asset Types.

Step 1: Create the permission scheme

1. Navigate to Assets > Settings > Permission Schemes.

2. Click the Create new permission scheme button.

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3. Give the permission scheme a name and, optionally, a description.

4. Click Save.

5. Select the permission scheme you've created, and click Configure. The Update permission scheme screen opens.

6. Go to the asset permission you want to configure and click Edit.

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7. Configure the asset permission. The following table lists the different types of asset permissions:

8. Click Save.

Step 2: Assign Asset Type Scheme permission scheme

You can grant permissions to an entire Asset Type Scheme for one group and then assign different permissions for specific asset types within that scheme to another group. For example, developers might have full access to the Default Asset Types Scheme but no permission for the Employee asset type within that scheme.

1. Navigate to Assets > Asset Type Schemes.

2. Select an Asset Type Scheme and click Configure.

3. Under the Asset Type Scheme name, find Permission Scheme and click Configure. The Permission Scheme screen opens.

4. Select a permission scheme.

5. Edit it if needed, and click Assign selected permission scheme.

Custom field permissions

Custom field permissions control user access to specific data fields within assets. Here's a breakdown of how it works:

Displaying the summary of assigned permissions

To view the summary of the assigned permissions, navigate to Asset Type Schemes and open the Asset Type scheme you want to view. Then, click the cog icon on the top right and select Assigned permissions summary.