Each user gets a role assigned when registering for the new platform. By default, users get the same role as the colleague who invites them. In the case of self-registration, the Quote Manager assigns the correct role during verification.
For every type of user, there is a role with the appropriate permissions. Permissions to perform certain administrative actions can be limited, depending on the goal of the role. See below for an overview of the roles and for which type of user it is intended.
| ROLE | DESCRIPTION | INTERNAL/EXTERNAL |
| Global diagnostic engineer | This role is meant for users in the global diagnostics centers. It gives access to the diagnostics dashboard page that is currently being built in Smartlink. | Internal |
| Local diagnostic engineer | This role can be granted to users in the customer center that also want to follow-up in real-time the events on (part of) their fleet. Dependent on their scope, they will get access to the diagnostics dashboard. | Internal |
| Internal Admin CC | This role is for the admins of Customer Centers (Quote Managers). Access to almost all actions. | Internal |
| Customer Center Operations | Intended for everyone in Customer Centers involved in operations and provides access to most admin actions | Internal |
| Distributor | Specifically for distributors. Gives access to administrative actions with a few exceptions. | External |
| PC Internal | Specifically for engineers working in product companies. Limited access to administrative actions concerning machines. | Internal |
| Customer | This role is specifically for customers. Access to administrative actions is very limited. | External |
| Internal Sales CC | Intended for members of the Customer Centers' internal sales team. Gives access to features needed to qualify leads. | Internal |
| Distributor Technician | Should be given to the distributor's technicians. Access to service information only. | External |
| Technician | Intended for internal technicians | Internal |
The permissions linked to every role can be found in the following overview:
| Local diagnostic engineer | Global diagnostic engineer | Internal Admin CC | Customer Center Operations | Distributor | PC Internal | Customer | Internal Sales CC | Distributor Technician | Senior Technician | Technician | |
| Manage users | |||||||||||
| Manage resources | |||||||||||
| Manage organizations (Add, edit, delete) | |||||||||||
| Add machine to site | |||||||||||
| Manage unassigned devices | |||||||||||
| Internal user | |||||||||||
| Service | |||||||||||
| Manage Energy Parameters | |||||||||||
| Register Smartclamp | |||||||||||
| Manage fleet | |||||||||||
| Send all notifications | |||||||||||
| Can be assigned to a customer | |||||||||||
| Can manage SPM thresholds | |||||||||||
| Can see diagnostics | |||||||||||
| Running hours overview | |||||||||||
| Distributor |
The roles follow a hierarchical structure. As a result, you cannot give other users roles that are above your role or on the same level in the hierarchy. For example, an Internal Admin CC cannot assign the PC Internal role to another user nor can it assign the Global Admin role.
