Difference between revisions of "User Role Management"

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(Created page with "Admin \ User Role Management A Role is a set of PERMISSIONS or authority a user has throughout the PRAMS Plus suite.   Basically, the Role dictates "What authority does thi...")
 
 
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Admin \ User Role Management
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◄ [[Admin]]
  
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A Role is a set of PERMISSIONS or authority a user has throughout the PRAMS Plus suite.   Basically, the Role dictates "What authority does this type of User have."  The PRAMS Plus suite is delivered with 5 Roles: Administrator, Analyst, Data Viewer, Pumper, and Supervisor.  All but the Administrator may be modified or deleted.  You may view what permissions exist for each role by clicking on one of the displayed Roles.  Additionally, Roles are user defined and unlimited.
+
''All PRAMS user accounts are assigned a role and that role defines the permissions for what that user can or cannot do within the system. A base set of roles is provided but you may modify or rename them. You may also create as many different roles to meet your companies criteria.''
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The User Role Management process screen is shown below.  The Roles are on the left, the permissions in the center and the Users assigned the Role in question are listed on the right.
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----
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Role definition consists of the following nine categories:
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[[File:2026 05 27 07 51 52 User Role Management.png|600px|border|right]]
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Administrative, General, Daily, Monthly, Regulatory Reporting, Imports, PumperX2, InsightX2 and QueryX2.  
 
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Click New Role to begin creating a role.
+
=== Where can I find it? ===
−
When creating a new Role, all the permissions are initially set to No Access. To alter or add permissions, use the dropdown arrow to select a desired authority. While most items only allow access or deny access, some items will allow adding, editing, or deleting  in the option. These few items may have additional choices available to use. Click on the small down arrow in each box to view the allowable options available for that tab.
+
 
−
Click Save Changes when done.
+
You can find this process on the main menu under the Admin | User Role Management, or by using the screen search at the top of the screen.
 +
 
 +
=== How do I use it? ===
 +
 
 +
The screen contains three main sections. On the left is a list of roles that have been created, in the middle are the name and description of the role along with a list of permissions with their current settings. The section on the right displays a list of users who are currently assigned the selected role.
 +
 
 +
==== Editing an existing role ====
 +
To alter the permissions for an existing role select the role from the list on the left, make the changes needed, and then click save to apply the changes.
 +
 
 +
==== Adding a new role ====
 +
There are two ways to add a new role, by creating a new role from scratch or by copying and editing an existing role. Usually it is simpler to copy the role from and existing and just modify the permissions that need to be changed.
 +
 
 +
To create an entirely new role from scratch click the button labeled 'New' at the bottom left of the screen. You will be prompted to provide a unique name and description for the role you are creating. Enter this information and click 'Create Role'. Note that using the method will set all permissions to their most restrictive state initially.
 +
 
 +
To copy a role first select the role from the list on the left you wish to copy then click the button labeled 'Copy' at the bottom left of the screen. You will be prompted to provide a unique name and description for the role you are creating. Enter this information and click 'Create Role'.
 +
 
 +
==== Removing an existing role ====
 +
 
 +
If you no longer need a role you may remove it by clicking the button labeled 'Delete' at the bottom left of the screen. If there are any users currently assigned the role you are attempting to remove you will be notified of this and not allowed to continue with removing the role.
 +
 
 +
==== Exporting current roles/permissions ====
 +
 
 +
You may export a report that shows all the currently defined roles and the state of their permissions by clicking the button labeled 'Print Report' at the bottom left of the screen.
 +
 
 +
=== Permissions ===
 +
 
 +
The currently available permissions and the levels they may be assigned are detailed in the table below. Be aware that as new functionality is added to PRAMS new permissions may be added. In most cases these permissions will be set to their most restrictive state and it will be up to you to determine which roles should be modified to include the new functionalities access.
 +
 
 +
Be aware that some processes, specifically ones that process monthly production records require both permission to use and that the user be either the analyst assigned to the site or be aliased a user who is the analyst assigned to the sites to be processed.
 +
{| class="wikitable" style="margin:auto"
 +
|+ Current Permissions
 +
|-
 +
! Category !! Process !! Permission Levels
 +
|-
 +
| Administrative || [[User_Maintenance|User Maintenance]]
 +
|
 +
* '''no access''' ''(user will not be allowed access to User Maintenance)''
 +
* '''modify routes''' ''(user allowed access but only to modify assigned routes)''
 +
* '''modify everything''' ''(user has permission add, edit and deactivate user accounts)''
 +
|-
 +
| Administrative || User Role Management
 +
|
 +
* '''no access''' ''(user will not be allowed access to User Role Management)''
 +
* '''allow access''' ''(user has permission to add, edit and remove roles)''
 +
|-
 +
| Administrative || Modify Monthly Production
 +
|
 +
* '''no access''' ''(user will not be allowed to mass insert/delete monthly production records)''
 +
* '''allow access''' ''(user will be allowed to mass insert/remove monthly production records)''
 +
|-
 +
| Administrative || Modify Daily Production
 +
|
 +
* '''no access''' ''(user will not be allowed to mass insert/delete daily production records)''
 +
* '''allow access''' ''(user will be allowed to mass insert/remove daily production records)''
 +
|-
 +
| Administrative || Modify Database Auditing
 +
|
 +
* '''no access''' ''(user will not be allowed manage database audit settings)''
 +
* '''allow access''' ''(user will not be allowed manage database audit settings)''
 +
|-
 +
| Administrative || [[Global_Settings|Global Settings]]
 +
|
 +
* '''no access''' ''(user is not allowed access to Global Settings)''
 +
* '''allow access''' ''(user is allowed access to Global Settings)''
 +
|-
 +
| General || Analyst
 +
|
 +
* '''no access''' ''(user is not allowed access to any processes that can change setup data)''
 +
* '''allow access''' ''(user is allowed access to processes that can modify setup data but do not have a specified permission)''
 +
|-
 +
| General || [[Site_Maintenance|Site Maintenance]]
 +
|
 +
* '''no access''' ''(user is not allowed access to Site Maintenance)''
 +
* '''read-only''' ''(user is allowed access to Site Maintenance but may not change anything)''
 +
* '''add/edit/delete own sites''' ''(user is allowed add, edit and remove sites where they are assigned as the analyst)''
 +
* '''add/edit/delete all sites''' ''(user is allowed add, edit and remove any sites)''
 +
|-
 +
| General || Site Diary
 +
|
 +
* '''no access''' ''(user is not allowed access to site diary processes)''
 +
* '''read-only viewing''' ''(user is allowed view existing diary entries)''
 +
* '''add''' ''(user is allowed add diary entries)''
 +
* '''add+edit own entries''' ''(user is allowed add and edit any diary entries made by them)''
 +
* '''add+edit all entries''' ''(user is allowed add and edit any diary any entries)''
 +
|-
 +
| General || [[Site_Maintenance#Gas_Analysis|Gas Analysis]]
 +
|
 +
* '''no access''' ''(user is not allowed to enter or import gas analysis records)''
 +
* '''allow access''' ''(user is allowed to enter or import gas analysis records)''
 +
|-
 +
| General || [[Manage_Scheduled_Tasks|Scheduler Setup]]
 +
|
 +
* '''no access''' ''(user is not allowed to use the task setup process)''
 +
* '''read-only viewing''' ''(user may access the task setup process but only to view what is currently setup)''
 +
* '''add/edit/delete own tasks''' ''(user is allowed create and edit new tasks but only remove tasks created by themselves)''
 +
* '''add/edit/delete all tasks''' ''(user is allowed create, edit and remove tasks)''
 +
* '''add/edit/delete own tasks + clear logs''' ''(user is allowed create, edit, and remove tasks and can clear task logs)''
 +
|-
 +
| General || [[Operating_Company_Maintenance|Operating Company Editor]]
 +
|
 +
* '''no access''' ''(user is not allowed to use the Operating Company Maintenance process)''
 +
* '''allow access''' ''(user not allowed to use the Operating Company Maintenance process)''
 +
|-
 +
| General || [[Field_Editor|Field Editor]]
 +
|
 +
* '''no access''' ''(user is not allowed to use the Field Editor process)''
 +
* '''allow access''' ''(user not allowed to use the Field Editor process)''
 +
|-
 +
| General || [[Formation_Editor|Formation Editor]]
 +
|
 +
* '''no access''' ''(user is not allowed to use the Formation Editor process)''
 +
* '''allow access''' ''(user not allowed to use the Formation Editor process)''
 +
|-
 +
| General || [[Route_Editor|Route Editor]]
 +
|
 +
* '''no access''' ''(user is not allowed to use the Route Editor process)''
 +
* '''allow access''' ''(user not allowed to use the Route Editor process)''
 +
|-
 +
| General || Injection Site Limits
 +
|
 +
* '''no access''' ''(user is not allowed to use the Injection Site Limits process)''
 +
* '''allow access''' ''(user is allowed to use the Injection Site Limits process)''
 +
|-
 +
| General || [[Mass_Edit|Mass Edit]]
 +
|
 +
* '''no access''' ''(user is not allowed to use the Mass Edit or Mass Data Update processes)''
 +
* '''allow access''' ''(user is allowed to use the Mass Edit and Mass Data Update processes)''
 +
|-
 +
| General || [[Address_Book|Address Book]]
 +
|
 +
* '''no access''' ''(user is not allowed to use the Address Book process)''
 +
* '''allow access''' ''(user is allowed to use the Address Book process)''
 +
|-
 +
| General || [[Purchaser_Site_Setup|Purchaser Site Setup]]
 +
|
 +
* '''no access''' ''(user is not allowed to use the Purchaser Site Setup process)''
 +
* '''allow access''' ''(user is allowed to use the Purchaser Site Setup process)''
 +
|-
 +
| General || [[Partner_Sites|Partner Site Setup]]
 +
|
 +
* '''no access''' ''(user is not allowed to use the Partner Site Setup process)''
 +
* '''allow access''' ''(user is allowed to use the Partner Site Setup process)''
 +
|-
 +
| General || [[Downcode_Maintenance|Downcode Maintenance]]
 +
|
 +
* '''no access''' ''(user is not allowed to use the Downcode Maintenance process)''
 +
* '''allow access''' ''(user is allowed to use the Downcode Maintenance process)''
 +
|-
 +
| General || [[Meter_Factor_Editor|Meter Factor Editor]]
 +
|
 +
* '''no access''' ''(user is not allowed to use the Meter Factor Editor process)''
 +
* '''allow access''' ''(user is allowed to use the Meter Factor Editor process)''
 +
|-
 +
| General || [[BOF_Factor_Editor|BOF Factor Editor]]
 +
|
 +
* '''no access''' ''(user is not allowed to use the BOF Factor Editor process)''
 +
* '''allow access''' ''(user is allowed to use the BOF Factor Editor process)''
 +
|-
 +
| General || [[Fluid_Levels|Fluid Levels]]
 +
|
 +
* '''no access''' ''(user is not allowed to import fluid levels)''
 +
* '''allow access''' ''(user not allowed to import fluid levels)''
 +
|-
 +
| General || [[Site_Maintenance#Documents|Site Documents]]
 +
|
 +
* '''no access''' ''(user is not allowed to use Site Documents process)''
 +
* '''download''' ''(user is allowed to view and download documents)''
 +
* '''upload & download documents''' ''(user is allowed to view, upload, and download documents)''
 +
* '''manage''' ''(user is allowed to view, download, and remove documents)''
 +
* '''manage''' ''(user is allowed to view, download, and remove documents as well as manage categories)''
 +
|-
 +
| Daily || [[Daily_Test_Maintenance|Daily Test Maintenance]]
 +
|
 +
* '''no access''' ''(user is not allowed to use the Daily Test Maintenance process)''
 +
* '''allow access''' ''(user is allowed to use the Daily Test Maintenance process)''
 +
|-
 +
| Daily || [[Daily_Test_Maintenance|Daily Test Maintenance]]
 +
|
 +
* '''no access''' ''(user is not allowed to use the Daily Test Maintenance process)''
 +
* '''allow access''' ''(user is allowed to use the Daily Test Maintenance process)''
 +
|-
 +
| Daily || [[Daily_Allocation_Setup|Daily Allocation Setup]]
 +
|
 +
* '''no access''' ''(user is not allowed to use the Daily Allocation Setup process)''
 +
* '''allow access''' ''(user is allowed to use the Daily Allocation Setup process)''
 +
|-
 +
| Daily || [[Daily_Allocations|Daily Allocations]]
 +
|
 +
* '''no access''' ''(user is not allowed to use the Daily Allocations process)''
 +
* '''allow access''' ''(user is allowed to use the Daily Allocations process)''
 +
|-
 +
| Daily || [[EHS_Site_Activity_Definitions|EHS / Site Activity Definitions]] ''deprecated''
 +
|
 +
* '''no access''' ''(user is not allowed to use the EHS / Site Activity Definitions process)''
 +
* '''allow access''' ''(user is allowed to use the EHS / Site Activity Definitions process)''
 +
|-
 +
| Daily || [[Facility_Inspection_Setup|Facility Inspection Setup]]
 +
|
 +
* '''no access''' ''(user is not allowed to use the Facility Inspection Setup process)''
 +
* '''allow access''' ''(user is allowed to use the Facility Inspection Setup process)''
 +
|-
 +
| Daily || [[APCE_Inspection_Setup|APCE Inspection Setup]]
 +
|
 +
* '''no access''' ''(user is not allowed to use the APCE Inspection Setup process)''
 +
* '''allow access''' ''(user is allowed to use the APCE Inspection Setup process)''
 +
|-
 +
| Daily || [[APCE_Inspection_Setup|APCE Inspection Setup]]
 +
|
 +
* '''no access''' ''(user is not allowed to use the APCE Inspection Setup process)''
 +
* '''allow access''' ''(user is allowed to use the APCE Inspection Setup process)''
 +
|-
 +
| Daily || Water Hauler Companies ''deprecated''
 +
|
 +
* '''no access''' ''(user is not allowed to use the Water Hauler Companies process)''
 +
* '''allow access''' ''(user is allowed to use the Water Hauler Companies process)''
 +
|-
 +
| Daily || [[Water_Hauler_Destinations|Water Hauler Destinations]]
 +
|
 +
* '''no access''' ''(user is not allowed to use the Water Hauler Destination process)''
 +
* '''allow access''' ''(user is allowed to use the Water Hauler Destination process)''
 +
|-
 +
| Daily || [[Water_Hauler_Destinations|Water Hauler Destinations]]
 +
|
 +
* '''no access''' ''(user is not allowed to use the Water Hauler Destination process)''
 +
* '''allow access''' ''(user is allowed to use the Water Hauler Destination process)''
 +
|-
 +
| Daily || [[PumperX2_Layout_Manager|Pumper Layout Manager]]
 +
|
 +
* '''no access''' ''(user is not allowed to use the Pumper Layout Manager process)''
 +
* '''allow access''' ''(user is allowed to use the Pumper Layout Manager process)''
 +
|-
 +
| Daily || [[PumperX2_Layout_Manager|Pumper Layout Manager]]
 +
|
 +
* '''no access''' ''(user is not allowed to use the Pumper Layout Manager process)''
 +
* '''allow access''' ''(user is allowed to use the Pumper Layout Manager process)''
 +
|-
 +
| Daily || [[Equipment_Definitions|Equipment Definitions]]
 +
|
 +
* '''no access''' ''(user is not allowed to use the Pumper Layout Manager process)''
 +
* '''allow access''' ''(user is allowed to use the Pumper Layout Manager process)''
 +
|-
 +
| Monthly || [[Production_Entry_Order|Production Entry Order]]
 +
|
 +
* '''no access''' ''(user is not allowed to use the Production Entry Order process)''
 +
* '''allow access''' ''(user is allowed to use the Production Entry Order process)''
 +
|-
 +
| Monthly || [[Monthly_Allocation_Setup|Monthly Allocation Setup]]
 +
|
 +
* '''no access''' ''(user is not allowed to use the Monthly Allocation Setup process)''
 +
* '''allow access''' ''(user is allowed to use the Monthly Allocation Setup process)''
 +
|-
 +
| Monthly || [[Monthly_Allocation|Monthly Allocations]]
 +
|
 +
* '''no access''' ''(user is not allowed to use the Monthly Allocations process)''
 +
* '''allow access''' ''(user is allowed to use the Monthly Allocations process)''
 +
 
 +
|-
 +
| Monthly || [[Individual_Site_Corrections|Individual Site Corrections]]
 +
|
 +
* '''no access''' ''(user is not allowed to use the Individual Site Corrections process)''
 +
* '''allow access''' ''(user is allowed to use the Individual Site Corrections process)''
 +
|-
 +
| Monthly || [[Starting_Inventories|Starting Inventories]]
 +
|
 +
* '''no access''' ''(user is not allowed to use the Starting Inventories process)''
 +
* '''allow access''' ''(user is allowed to use the Starting Inventories process)''
 +
|-
 +
| Monthly || [[Starting_Inventories|Starting Inventories]]
 +
|
 +
* '''no access''' ''(user is not allowed to use the Starting Inventories process)''
 +
* '''allow access''' ''(user is allowed to use the Starting Inventories process)''
 +
|-
 +
| Monthly || [[Monthly_Oil_Tickets|Monthly Oil Tickets]]
 +
|
 +
* '''no access''' ''(user is not allowed to use the Monthly Oil Tickets process)''
 +
* '''allow access''' ''(user is allowed to use the Monthly Oil Tickets process)''
 +
|-
 +
| Regulatory Reporting || Federal Reporting
 +
|
 +
* '''no access''' ''(user is not allowed to use the Federal Reporting process)''
 +
* '''allow access''' ''(user is allowed to use the Federal Reporting process)''
 +
|-
 +
| Regulatory Reporting || State Reporting
 +
|
 +
* '''no access''' ''(user is not allowed to use the State Reporting process)''
 +
* '''allow access''' ''(user is allowed to use the State Reporting process)''
 +
|-
 +
| Imports|| [[Import#Sites|Import Sites]]
 +
|
 +
* '''no access''' ''(user is not allowed to use the Site Import process)''
 +
* '''allow access''' ''(user is allowed to use the Site Import process)''
 +
|-
 +
| Imports|| [[Import#Forecasts|Import Forecasts]]
 +
|
 +
* '''no access''' ''(user is not allowed to use the Forecast Import process)''
 +
* '''allow access''' ''(user is allowed to use the Forecast Import process)''
 +
|-
 +
| Imports|| [[Import#Meters|Import Meters]]
 +
|
 +
* '''no access''' ''(user is not allowed to use the Meter Import process)''
 +
* '''allow access''' ''(user is allowed to use the Meter Import process)''
 +
|-
 +
| Imports|| [[Import#Tanks|Import Tanks]]
 +
|
 +
* '''no access''' ''(user is not allowed to use the Tank Import process)''
 +
* '''allow access''' ''(user is allowed to use the Tank Import process)''
 +
|-
 +
| Imports|| [[Import#Gas_Statements|Import Gas Statements]]
 +
|
 +
* '''no access''' ''(user is not allowed to use the Gas Statement Import process)''
 +
* '''allow access''' ''(user is allowed to use the Gas Statement Import process)''
 +
|-
 +
| Imports|| [[Import#Daily_Data|Import Daily Data]]
 +
|
 +
* '''no access''' ''(user is not allowed to use the Daily Data Import process)''
 +
* '''allow access''' ''(user is allowed to use the Daily Data Import process)''
 +
|-
 +
| Imports|| [[Import#Monthly_Data|Import Monthly Data]]
 +
|
 +
* '''no access''' ''(user is not allowed to use the Monthly Data Import process)''
 +
* '''allow access''' ''(user is allowed to use the Monthly Data Import process)''
 +
|-
 +
| Imports|| Import Sites From IHS
 +
|
 +
* '''no access''' ''(user is not allowed to use the Import Sites From IHS process)''
 +
* '''allow access''' ''(user is allowed to use the Import Sites From IHS process)''
 +
|-
 +
| Imports|| Import Data From IHS
 +
|
 +
* '''no access''' ''(user is not allowed to use the Import Data From IHS process)''
 +
* '''allow access''' ''(user is allowed to use the Import Data From IHS process)''
 +
|-
 +
| Pumper || Pumper
 +
|
 +
* '''no access''' ''(user is not allowed to use daily data capture tools)''
 +
* '''allow access''' ''(user is allowed to use daily data capture tools)''
 +
|-
 +
| Pumper || Synchronize
 +
|
 +
* '''not allowed to sync''' ''(user is not allowed to upload or download daily data)''
 +
* '''can download daily data''' ''(user only allowed to download daily data)''
 +
* '''can download/upload daily data''' ''(user allowed to download and upload daily data)''
 +
|-
 +
| Pumper || Production Tab
 +
|
 +
* '''no access''' ''(user is not allowed view or enter production data in field data capture tools)''
 +
* '''read-only viewing''' ''(user is only allowed to view production data in field data capture tools)''
 +
* '''can edit current day only''' ''(user is only allowed to enter production data for the current day)''
 +
* '''can edit all days but closed''' ''(user can enter production data for allowed days if not closed in monthly)''
 +
* '''can edit all days and closed''' ''(user can enter production data for any allowed days)''
 +
|-
 +
| Pumper || Equipment Tab
 +
|
 +
* '''no access''' ''(user not allowed to view or edit data in equipment tab in field data capture tools)''
 +
* '''read-only viewing''' ''(user can only view entries in equipment tab in field data capture tools)''
 +
* '''can edit data''' ''(user can view, add and edit entries in equipment tab in field data capture tools)''
 +
|-
 +
| Pumper || Facility Inspections
 +
|
 +
* '''default''' ''(user can add and edit facility inspections)''
 +
* '''can remove inspections''' ''(user can add, edit, and remove facility inspections)''
 +
|-
 +
| Pumper || Site/EHS Activity Tab ''deprecated''
 +
|
 +
* '''no access''' ''(user not allowed to view or edit data in site/ehs tab in field data capture tools)''
 +
* '''read-only viewing''' ''(user can only view entries in site/ehs tab in field data capture tools)''
 +
* '''add''' ''(user can view and add entries in site/ehs tab in field data capture tools)''
 +
* '''add+edit''' ''(user can view, add, and edit entries in site/ehs tab in field data capture tools)''
 +
* '''add+edit+remove''' ''(user can view, add, edit, and remove entries in site/ehs tab in field data capture tools)''
 +
|-
 +
| Pumper || Site Diary Tab
 +
|
 +
* '''no access''' ''(user not allowed to view or edit entries in diary tab in field data capture tools)''
 +
* '''read-only viewing''' ''(user can only view entries in diary tab in field data capture tools)''
 +
* '''add entries''' ''(user can view and add entries in diary tab in field data capture tools)''
 +
* '''add+delete own entries''' ''(user can view, add, edit, and remove their own entries in diary tab in field data capture tools)''
 +
* '''add+delete all entries''' ''(user can view, add, edit, and remove all entries in diary tab in field data capture tools)''
 +
|-
 +
| Pumper || Fluid Levels Tab
 +
|
 +
* '''no access''' ''(user not allowed to view or edit entries in fluid levels tab in field data capture tools)''
 +
* '''read-only viewing''' ''(user can only view entries in fluid levels tab in field data capture tools)''
 +
* '''add''' ''(user can view and add entries in fluid level tab in field data capture tools)''
 +
* '''add+edit''' ''(user can view, add, edit entries in fluid level tab in field data capture tools)''
 +
* '''add+edit+remove''' ''(user can view, add, edit, and remove all entries in fluid level tab in field data capture tools)''
 +
|-
 +
| Pumper || View Well Test History
 +
|
 +
* '''do not show''' ''(do not show full well test history in field data capture tools)''
 +
* '''show''' ''(show full well test history in field data capture tools)''
 +
|-
 +
| Insight || Insight
 +
|
 +
* '''no access''' ''(user is not allowed to use insight processes that have not been assigned a permission)''
 +
* '''allow access''' ''(user is allowed to use insight processes that have not been assigned a permission)''
 +
|-
 +
| Insight || Allow online access (Portal)
 +
|
 +
* '''no access''' ''(user is not allowed to use the online portal)''
 +
* '''allow access''' ''(user is allowed to use the online portal)''
 +
|-
 +
| Insight || Remove non-inspection activities
 +
|
 +
* '''no access''' ''(user is not allowed to remove non-inpsection activities)''
 +
* '''allow access''' ''(user is allowed to remove non-inpsection activities)''
 +
|-
 +
| Query || Query
 +
|
 +
* '''no access''' ''(user is not allowed to use query tool)''
 +
* '''SELECT statements''' ''(user is allowed to use query tool for select statements)''
 +
* '''SELECT+INSERT+UPDATE statements''' ''(user is allowed to use query tool for select, insert and update statements)''
 +
|-
 +
| Mobile Apps || Pumper iOS/Android App
 +
|
 +
* '''no access''' ''(user is not allowed to use the mobile data capture apps)''
 +
* '''allow access''' ''(user is allowed to use the mobile data capture apps)''
 +
|-
 +
| Mobile Apps || Inspection iOS app
 +
|
 +
* '''no access''' ''(user is not allowed to use the mobile inspection app)''
 +
* '''allow access''' ''(user is allowed to use the mobile inspection app)''
 +
|}
 +
 
 +
 
 +
Copyright © {{CURRENTYEAR}} by PRAMS Plus LLC. All Rights Reserved.

Latest revision as of 16:47, 27 May 2026

◄ Admin

All PRAMS user accounts are assigned a role and that role defines the permissions for what that user can or cannot do within the system. A base set of roles is provided but you may modify or rename them. You may also create as many different roles to meet your companies criteria.

2026 05 27 07 51 52 User Role Management.png

Where can I find it?

You can find this process on the main menu under the Admin | User Role Management, or by using the screen search at the top of the screen.

How do I use it?

The screen contains three main sections. On the left is a list of roles that have been created, in the middle are the name and description of the role along with a list of permissions with their current settings. The section on the right displays a list of users who are currently assigned the selected role.

Editing an existing role

To alter the permissions for an existing role select the role from the list on the left, make the changes needed, and then click save to apply the changes.

Adding a new role

There are two ways to add a new role, by creating a new role from scratch or by copying and editing an existing role. Usually it is simpler to copy the role from and existing and just modify the permissions that need to be changed.

To create an entirely new role from scratch click the button labeled 'New' at the bottom left of the screen. You will be prompted to provide a unique name and description for the role you are creating. Enter this information and click 'Create Role'. Note that using the method will set all permissions to their most restrictive state initially.

To copy a role first select the role from the list on the left you wish to copy then click the button labeled 'Copy' at the bottom left of the screen. You will be prompted to provide a unique name and description for the role you are creating. Enter this information and click 'Create Role'.

Removing an existing role

If you no longer need a role you may remove it by clicking the button labeled 'Delete' at the bottom left of the screen. If there are any users currently assigned the role you are attempting to remove you will be notified of this and not allowed to continue with removing the role.

Exporting current roles/permissions

You may export a report that shows all the currently defined roles and the state of their permissions by clicking the button labeled 'Print Report' at the bottom left of the screen.

Permissions

The currently available permissions and the levels they may be assigned are detailed in the table below. Be aware that as new functionality is added to PRAMS new permissions may be added. In most cases these permissions will be set to their most restrictive state and it will be up to you to determine which roles should be modified to include the new functionalities access.

Be aware that some processes, specifically ones that process monthly production records require both permission to use and that the user be either the analyst assigned to the site or be aliased a user who is the analyst assigned to the sites to be processed.

Current Permissions
Category Process Permission Levels
Administrative User Maintenance
  • no access (user will not be allowed access to User Maintenance)
  • modify routes (user allowed access but only to modify assigned routes)
  • modify everything (user has permission add, edit and deactivate user accounts)
Administrative User Role Management
  • no access (user will not be allowed access to User Role Management)
  • allow access (user has permission to add, edit and remove roles)
Administrative Modify Monthly Production
  • no access (user will not be allowed to mass insert/delete monthly production records)
  • allow access (user will be allowed to mass insert/remove monthly production records)
Administrative Modify Daily Production
  • no access (user will not be allowed to mass insert/delete daily production records)
  • allow access (user will be allowed to mass insert/remove daily production records)
Administrative Modify Database Auditing
  • no access (user will not be allowed manage database audit settings)
  • allow access (user will not be allowed manage database audit settings)
Administrative Global Settings
  • no access (user is not allowed access to Global Settings)
  • allow access (user is allowed access to Global Settings)
General Analyst
  • no access (user is not allowed access to any processes that can change setup data)
  • allow access (user is allowed access to processes that can modify setup data but do not have a specified permission)
General Site Maintenance
  • no access (user is not allowed access to Site Maintenance)
  • read-only (user is allowed access to Site Maintenance but may not change anything)
  • add/edit/delete own sites (user is allowed add, edit and remove sites where they are assigned as the analyst)
  • add/edit/delete all sites (user is allowed add, edit and remove any sites)
General Site Diary
  • no access (user is not allowed access to site diary processes)
  • read-only viewing (user is allowed view existing diary entries)
  • add (user is allowed add diary entries)
  • add+edit own entries (user is allowed add and edit any diary entries made by them)
  • add+edit all entries (user is allowed add and edit any diary any entries)
General Gas Analysis
  • no access (user is not allowed to enter or import gas analysis records)
  • allow access (user is allowed to enter or import gas analysis records)
General Scheduler Setup
  • no access (user is not allowed to use the task setup process)
  • read-only viewing (user may access the task setup process but only to view what is currently setup)
  • add/edit/delete own tasks (user is allowed create and edit new tasks but only remove tasks created by themselves)
  • add/edit/delete all tasks (user is allowed create, edit and remove tasks)
  • add/edit/delete own tasks + clear logs (user is allowed create, edit, and remove tasks and can clear task logs)
General Operating Company Editor
  • no access (user is not allowed to use the Operating Company Maintenance process)
  • allow access (user not allowed to use the Operating Company Maintenance process)
General Field Editor
  • no access (user is not allowed to use the Field Editor process)
  • allow access (user not allowed to use the Field Editor process)
General Formation Editor
  • no access (user is not allowed to use the Formation Editor process)
  • allow access (user not allowed to use the Formation Editor process)
General Route Editor
  • no access (user is not allowed to use the Route Editor process)
  • allow access (user not allowed to use the Route Editor process)
General Injection Site Limits
  • no access (user is not allowed to use the Injection Site Limits process)
  • allow access (user is allowed to use the Injection Site Limits process)
General Mass Edit
  • no access (user is not allowed to use the Mass Edit or Mass Data Update processes)
  • allow access (user is allowed to use the Mass Edit and Mass Data Update processes)
General Address Book
  • no access (user is not allowed to use the Address Book process)
  • allow access (user is allowed to use the Address Book process)
General Purchaser Site Setup
  • no access (user is not allowed to use the Purchaser Site Setup process)
  • allow access (user is allowed to use the Purchaser Site Setup process)
General Partner Site Setup
  • no access (user is not allowed to use the Partner Site Setup process)
  • allow access (user is allowed to use the Partner Site Setup process)
General Downcode Maintenance
  • no access (user is not allowed to use the Downcode Maintenance process)
  • allow access (user is allowed to use the Downcode Maintenance process)
General Meter Factor Editor
  • no access (user is not allowed to use the Meter Factor Editor process)
  • allow access (user is allowed to use the Meter Factor Editor process)
General BOF Factor Editor
  • no access (user is not allowed to use the BOF Factor Editor process)
  • allow access (user is allowed to use the BOF Factor Editor process)
General Fluid Levels
  • no access (user is not allowed to import fluid levels)
  • allow access (user not allowed to import fluid levels)
General Site Documents
  • no access (user is not allowed to use Site Documents process)
  • download (user is allowed to view and download documents)
  • upload & download documents (user is allowed to view, upload, and download documents)
  • manage (user is allowed to view, download, and remove documents)
  • manage (user is allowed to view, download, and remove documents as well as manage categories)
Daily Daily Test Maintenance
  • no access (user is not allowed to use the Daily Test Maintenance process)
  • allow access (user is allowed to use the Daily Test Maintenance process)
Daily Daily Test Maintenance
  • no access (user is not allowed to use the Daily Test Maintenance process)
  • allow access (user is allowed to use the Daily Test Maintenance process)
Daily Daily Allocation Setup
  • no access (user is not allowed to use the Daily Allocation Setup process)
  • allow access (user is allowed to use the Daily Allocation Setup process)
Daily Daily Allocations
  • no access (user is not allowed to use the Daily Allocations process)
  • allow access (user is allowed to use the Daily Allocations process)
Daily EHS / Site Activity Definitions deprecated
  • no access (user is not allowed to use the EHS / Site Activity Definitions process)
  • allow access (user is allowed to use the EHS / Site Activity Definitions process)
Daily Facility Inspection Setup
  • no access (user is not allowed to use the Facility Inspection Setup process)
  • allow access (user is allowed to use the Facility Inspection Setup process)
Daily APCE Inspection Setup
  • no access (user is not allowed to use the APCE Inspection Setup process)
  • allow access (user is allowed to use the APCE Inspection Setup process)
Daily APCE Inspection Setup
  • no access (user is not allowed to use the APCE Inspection Setup process)
  • allow access (user is allowed to use the APCE Inspection Setup process)
Daily Water Hauler Companies deprecated
  • no access (user is not allowed to use the Water Hauler Companies process)
  • allow access (user is allowed to use the Water Hauler Companies process)
Daily Water Hauler Destinations
  • no access (user is not allowed to use the Water Hauler Destination process)
  • allow access (user is allowed to use the Water Hauler Destination process)
Daily Water Hauler Destinations
  • no access (user is not allowed to use the Water Hauler Destination process)
  • allow access (user is allowed to use the Water Hauler Destination process)
Daily Pumper Layout Manager
  • no access (user is not allowed to use the Pumper Layout Manager process)
  • allow access (user is allowed to use the Pumper Layout Manager process)
Daily Pumper Layout Manager
  • no access (user is not allowed to use the Pumper Layout Manager process)
  • allow access (user is allowed to use the Pumper Layout Manager process)
Daily Equipment Definitions
  • no access (user is not allowed to use the Pumper Layout Manager process)
  • allow access (user is allowed to use the Pumper Layout Manager process)
Monthly Production Entry Order
  • no access (user is not allowed to use the Production Entry Order process)
  • allow access (user is allowed to use the Production Entry Order process)
Monthly Monthly Allocation Setup
  • no access (user is not allowed to use the Monthly Allocation Setup process)
  • allow access (user is allowed to use the Monthly Allocation Setup process)
Monthly Monthly Allocations
  • no access (user is not allowed to use the Monthly Allocations process)
  • allow access (user is allowed to use the Monthly Allocations process)
Monthly Individual Site Corrections
  • no access (user is not allowed to use the Individual Site Corrections process)
  • allow access (user is allowed to use the Individual Site Corrections process)
Monthly Starting Inventories
  • no access (user is not allowed to use the Starting Inventories process)
  • allow access (user is allowed to use the Starting Inventories process)
Monthly Starting Inventories
  • no access (user is not allowed to use the Starting Inventories process)
  • allow access (user is allowed to use the Starting Inventories process)
Monthly Monthly Oil Tickets
  • no access (user is not allowed to use the Monthly Oil Tickets process)
  • allow access (user is allowed to use the Monthly Oil Tickets process)
Regulatory Reporting Federal Reporting
  • no access (user is not allowed to use the Federal Reporting process)
  • allow access (user is allowed to use the Federal Reporting process)
Regulatory Reporting State Reporting
  • no access (user is not allowed to use the State Reporting process)
  • allow access (user is allowed to use the State Reporting process)
Imports Import Sites
  • no access (user is not allowed to use the Site Import process)
  • allow access (user is allowed to use the Site Import process)
Imports Import Forecasts
  • no access (user is not allowed to use the Forecast Import process)
  • allow access (user is allowed to use the Forecast Import process)
Imports Import Meters
  • no access (user is not allowed to use the Meter Import process)
  • allow access (user is allowed to use the Meter Import process)
Imports Import Tanks
  • no access (user is not allowed to use the Tank Import process)
  • allow access (user is allowed to use the Tank Import process)
Imports Import Gas Statements
  • no access (user is not allowed to use the Gas Statement Import process)
  • allow access (user is allowed to use the Gas Statement Import process)
Imports Import Daily Data
  • no access (user is not allowed to use the Daily Data Import process)
  • allow access (user is allowed to use the Daily Data Import process)
Imports Import Monthly Data
  • no access (user is not allowed to use the Monthly Data Import process)
  • allow access (user is allowed to use the Monthly Data Import process)
Imports Import Sites From IHS
  • no access (user is not allowed to use the Import Sites From IHS process)
  • allow access (user is allowed to use the Import Sites From IHS process)
Imports Import Data From IHS
  • no access (user is not allowed to use the Import Data From IHS process)
  • allow access (user is allowed to use the Import Data From IHS process)
Pumper Pumper
  • no access (user is not allowed to use daily data capture tools)
  • allow access (user is allowed to use daily data capture tools)
Pumper Synchronize
  • not allowed to sync (user is not allowed to upload or download daily data)
  • can download daily data (user only allowed to download daily data)
  • can download/upload daily data (user allowed to download and upload daily data)
Pumper Production Tab
  • no access (user is not allowed view or enter production data in field data capture tools)
  • read-only viewing (user is only allowed to view production data in field data capture tools)
  • can edit current day only (user is only allowed to enter production data for the current day)
  • can edit all days but closed (user can enter production data for allowed days if not closed in monthly)
  • can edit all days and closed (user can enter production data for any allowed days)
Pumper Equipment Tab
  • no access (user not allowed to view or edit data in equipment tab in field data capture tools)
  • read-only viewing (user can only view entries in equipment tab in field data capture tools)
  • can edit data (user can view, add and edit entries in equipment tab in field data capture tools)
Pumper Facility Inspections
  • default (user can add and edit facility inspections)
  • can remove inspections (user can add, edit, and remove facility inspections)
Pumper Site/EHS Activity Tab deprecated
  • no access (user not allowed to view or edit data in site/ehs tab in field data capture tools)
  • read-only viewing (user can only view entries in site/ehs tab in field data capture tools)
  • add (user can view and add entries in site/ehs tab in field data capture tools)
  • add+edit (user can view, add, and edit entries in site/ehs tab in field data capture tools)
  • add+edit+remove (user can view, add, edit, and remove entries in site/ehs tab in field data capture tools)
Pumper Site Diary Tab
  • no access (user not allowed to view or edit entries in diary tab in field data capture tools)
  • read-only viewing (user can only view entries in diary tab in field data capture tools)
  • add entries (user can view and add entries in diary tab in field data capture tools)
  • add+delete own entries (user can view, add, edit, and remove their own entries in diary tab in field data capture tools)
  • add+delete all entries (user can view, add, edit, and remove all entries in diary tab in field data capture tools)
Pumper Fluid Levels Tab
  • no access (user not allowed to view or edit entries in fluid levels tab in field data capture tools)
  • read-only viewing (user can only view entries in fluid levels tab in field data capture tools)
  • add (user can view and add entries in fluid level tab in field data capture tools)
  • add+edit (user can view, add, edit entries in fluid level tab in field data capture tools)
  • add+edit+remove (user can view, add, edit, and remove all entries in fluid level tab in field data capture tools)
Pumper View Well Test History
  • do not show (do not show full well test history in field data capture tools)
  • show (show full well test history in field data capture tools)
Insight Insight
  • no access (user is not allowed to use insight processes that have not been assigned a permission)
  • allow access (user is allowed to use insight processes that have not been assigned a permission)
Insight Allow online access (Portal)
  • no access (user is not allowed to use the online portal)
  • allow access (user is allowed to use the online portal)
Insight Remove non-inspection activities
  • no access (user is not allowed to remove non-inpsection activities)
  • allow access (user is allowed to remove non-inpsection activities)
Query Query
  • no access (user is not allowed to use query tool)
  • SELECT statements (user is allowed to use query tool for select statements)
  • SELECT+INSERT+UPDATE statements (user is allowed to use query tool for select, insert and update statements)
Mobile Apps Pumper iOS/Android App
  • no access (user is not allowed to use the mobile data capture apps)
  • allow access (user is allowed to use the mobile data capture apps)
Mobile Apps Inspection iOS app
  • no access (user is not allowed to use the mobile inspection app)
  • allow access (user is allowed to use the mobile inspection app)


Copyright © 2026 by PRAMS Plus LLC. All Rights Reserved.

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