Asset Manager Administration

Owned by Joseph Yarborough (Unlicensed)
Last updated: May 23, 2022 by Anastasia Troichuk (Unlicensed)

As ServiceChannel expands the functionality of Asset Manager to include a deeper dive into the granularity of parts, sub parts and refrigerant tracking, they have also provided the end users with administrative tools to manage users' access and roles. In the Administration section of Asset Manager, there are four user roles:

  • Administrator: Full access to the Asset Manager module including creating and managing asset types, assets, and components; importing assets; managing assets on work orders; and the Assets Admin page.
  • Manager: Access to creating and managing asset types and assets; importing assets; and managing assets on work orders. 
  • Inspector: Access to managing assets and managing assets on work orders.
  • User: Read-only access to assets and asset types.

In addition, you can set up the access levels for each role. The access levels allow you to determine what sections of the Asset Manager module users can access as well as what action within those sections users can take.

To access the Administration section, you should have the Administrator user role enabled in Asset Manager.

Managing Roles

Under the Manage Roles link on the Administration portal, you can sort users by their assigned roles and assign or remove roles assigned to a user. Additionally, you can search for users by their user ID, to review the roles assigned to them. In the screenshot below, the users list has been sorted to show only those employees who are assigned the User role.

⦿ How to Modify Users Roles
  1. Navigate to the hamburger menu in the upper-left corner.
  2. Select Administration under Assets (Equipment). You land on the Manage Roles page.
  3. (Optional) Use filters or the search box at the top of the users list to quickly find the desired employee. Click Search to apply filters.
  4. In the Set Up a Role column, select the required role for each user. The option will automatically save; you will receive confirmation that the user is now set with the selected role.

Roles within Asset Manager

Editing Portal Restrictions

For each role (Administrator, Manager, Inspector, and User), there are 10 levels of access and functionality available. These 10 levels of access are determined under the Edit Portal Restrictions link. For each of the 10 levels, the options you can set are:

  • Full: Full access to all page components
  • Read Only: User can only observe page information, some components (such as links or buttons) are disabled or hidden
  • Disabled: User cannot open the page

Portal restrictions for users within Asset Manager

⦿ How to Edit Portal Restrictions
  1. Navigate to the hamburger menu in the upper-left corner.
  2. Select Administration under Assets (Equipment).
  3. Switch to the Edit Portal Restrictions section.

  4. For each of the roles listed, review the current settings, and adjust them as needed.

    Access levels are listed in the first column. Other columns represent user roles. For each user role, you can select the corresponding permission (Full, Read Only, Disabled) in the drop-down list.

  5. Click Save to capture the changes.

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