Roles matrix
Every AMS action and the roles that can do it.
What each AMS role can do. A Tenant Admin can do everything in the last column. Someone without an AMS role cannot open AMS.
| Action | Viewer | Technician | Auditor | Application Administrator |
|---|---|---|---|---|
| Read every register, the Dashboard, Activity and support cases | Yes | Yes | Yes | Yes |
| Dismiss an alert | Yes | Yes | Yes | Yes |
| Create and edit assets, models, asset types, locations, vendors, contacts, leases, software and stock items | No | No | No | Yes |
| Import data | No | No | No | Yes |
| Assign assets and software seats | No | No | No | Yes |
| Change an asset's lifecycle state (in the app) | No | No | No | Yes |
| Request a disposal or a return; cancel your own request | No | Yes | No | Yes |
| Approve or reject requests; open Approvals (never your own request) | No | No | No | Yes |
| Delete an asset (to Deleted assets) | No | Yes | No | Yes |
| Restore from Deleted assets, or delete permanently | No | No | No | Yes |
| Warranties, the security record and attachments | No | Yes | No | Yes |
| Reservations: create, edit, Confirm received | No | Yes | No | Yes |
| Work orders; stock Issue and Receive | No | Yes | No | Yes |
| Start onboarding or offboarding, mark steps Done or Skip, cancel a run | No | Yes | No | Yes |
| Sign off a run | No | No | No | Yes |
| Compliance checks and Mark complete; audits and scanning | No | No | Yes | Yes |
| Administration: settings, asset types, automation, notifications, budgets | No | No | No | Yes |
- The roles stack: Application Administrator includes Technician and Auditor, and both include Viewer.
- Approvals and the four-eyes rule apply while Four-eyes approvals is on. Then nobody decides their own request, and the person who booked a reservation cannot confirm its return.
- Compliance and Audits sit in the sidebar under Operations for Auditors and Application Administrators. The other Administration pages have no menu item for roles other than Application Administrator.
The roles are explained in Your role in Asset Management; granting them in Grant access.