Team, roles and audit
Roles and permissions
Every person has one role: admin, engineer, tester or driller. The role decides what they can see and change.
Each person has a role in your company. An admin sets it when they invite the person.
| Role | Who | What they can do |
|---|---|---|
| Admin | The office owner | Everything. Also people and roles, the company name and logo, and the audit log. |
| Engineer | The geotechnical engineer | Projects and clients, field and lab data, handovers, sign-off, reopen, exports, and the site class (in Review). |
| Tester | The lab person | Reads everything. Enters lab results. Hands a project over to review. Cannot change field logs. |
| Driller | The person in the field | Logs boreholes, layers, DCP, SPT, CPT, samples, photos and site information. Hands a project over to testing. Cannot delete a project. |
The flow of a project
A project moves through four steps. The driller starts it, the tester carries it on, and the engineer finishes it. See The project workflow.
| Step | Who works on it |
|---|---|
| Drilling | Driller (and engineer, admin) |
| Testing | Tester (and engineer, admin) |
| Review | Engineer sets the site class, then signs off |
| Signed off | Nobody. The records are locked until an engineer reopens it. |
When the app says no
If you press something your role cannot do, or the project is in another step, the app shows a short message. It does not change anything.
To change a role, see Invite people and change roles.
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