Roles and Permissions

Overview

Manifest provides a robust system of user roles to manage access and permissions effectively. The roles available to assign depend on the type of license associated with your organization and assigned to each user. Each role is tailored to specific functions, controlling what users can view and perform within the platform.

Key Features of User Roles

Role-Based Access Control: Every role comes with predefined permissions that align with typical responsibilities, ensuring users have the access they need—and nothing more.
Flexible Role Assignment: Users can hold multiple roles, enabling businesses to customize access and functionalities to meet their unique operational needs.
Enhanced Security and Efficiency: Tailored permissions help maintain security and streamline workflows by ensuring users only interact with relevant features and data.

Benefits of Customizable Permissions

Improved Operational Control: Assigning roles based on responsibilities ensures clear boundaries and accountability.
Scalability: As your needs evolve, roles can be adjusted to accommodate new users, processes, or operational changes.

For detailed information about License Types and the specific User Role Permissions available in Manifest, refer to the sections below.

License Types

License Types Overview

Manifest offers three distinct license types, each tailored to specific user needs and roles within your organization.

Full License: The comprehensive license designed for administrators and power users. This license enables users to create, manage, and operate Manifest work instructions, offering complete control over the platform’s functionality.
Operate License: Tailored for frontline workers, this license focuses on executing Manifest work instructions and facilitating real-time collaboration with remote experts.
Connect License: A lightweight license ideal for users who need to view Manifest work instructions, access operational data, and engage in remote collaboration.

User Roles Available by License Type

Each Manifest license type includes the option of enabling a predefined set of user roles. User Administrators are responsible for assigning the appropriate license type 1) depending on what is available for your domain or Org and 2) what is appropriate for the specific user.

User Role	Full	Operate	Connect
User Admin
Admin
Security Admin
Operator
Viewer
Author
Approver
Publisher

User Roles and Permissions

User Roles Overview

User Role	Access Type	Access Overview	Notes
User Admin	User & License Management	Responsible for provisioning users in your Manifest instance or their assigned organization.	Available on web application only. Only users with this role can add or edit users.
Admin	Setup & Configuration	Oversees the setup and configuration of Manifest, including organizational structures and company-wide settings.	Admins at the root level can access Client Settings to customize the Company Profile, Welcome Messages, and EULA.
Security Admin	Security Management	Ensures the security of Manifest but does not have access to view or modify operational data.	Available on web application only. Security Admins at the root level can configure 2FA and Password requirements for the domain.
Operator	Operate	Handles day-to-day operations like Jobs, Tasks, and Fault resolution.	Known as the “doers” in the system.
Viewer	View Only	Provides ‘view only’ access to Manifest content and full access to Manifest Connect.	Ideal for stakeholders or auditors who only need to review information.
Author	Content Creation & Management	Creates and manages content to power Manifest, including Templates, Assets, and Asset Classes.	Ensure subject matter experts and content curators are assigned this role.
Approver	Editorial – Approver	Reviews and approves Templates to ensure they meet quality and safety requirements.	If your team doesn’t require reviews, assign Approver and Publisher roles to all Authors.
Publisher	Editorial – Publisher	Publishes approved Templates and ensures only authorized procedures are available to users.	If your team doesn’t require reviews, assign Approver and Publisher roles to all Authors.

User Role Permissions Grid

Type	Permission	User Admin	Admin	Security Admin	Operator	Viewer	Author	Approver	Publisher
User Mgmt	Add/Edit Users
User Mgmt	View and Provision Licenses
User Mgmt	Assign User Roles
User Mgmt	Assign Org Access to Users
User Mgmt	Manually Set Passwords
Administrative / Setup	Add/Edit Orgs
Administrative / Setup	Assign Asset Classes to Orgs
Administrative / Setup	Add/Edit Assets
Administrative / Setup	Enable/Edit Welcome Message*
Administrative / Setup	Enable/Edit Enterprise EULA*
Security	View User Logs
Security	Set Password and Session Requirements*
Security	Enable Two-Factor Authentication*
Security	Enable/Configure Domain SSO
Operate	Add Jobs & Tasks
Operate	Assign/Reassign Jobs and Tasks
Operate	Cancel Jobs & Tasks
Operate	Add/Resolve Fault
Operate	Take Work Offline
View	View Asset Classes & Assets
View	View Templates
View	View Jobs, Tasks, and Faults
Create/Modify Entities	Add/Edit Asset Classes
Create/Modify Entities	Add/Setup Asset Class Models, Documents, Meters
Create/Modify Entities	Add/Edit Templates
Create/Modify Entities	Import Manifest Package*
Editorial	Approve/Reject Templates
Editorial	Publish Templates
Editorial	Archive/Unarchive Templates
Connect	Chat with users
Connect	Call users (Video/Audio)
Connect	Direct user
Connect	Create a group chat
Connect	Share Work or Files

Understanding the Asterisk (*) Permissions marked with an asterisk (*) indicate which permissions are restricted to users assigned to the Root-level Org, which represents the highest level of the organizational hierarchy. This indicator is only relevant if Orgs are enabled for your domain. If you are operating within an Org below the Root level, the asterisked permissions will not apply to those user roles. If Orgs are not enabled for your domain, you can disregard the asterisk. Those permissions will apply to any user with that role.

Quick Start

Core Concepts

Roles & Access

Overview

Key Features of User Roles

Benefits of Customizable Permissions

License Types

License Types Overview

User Roles Available by License Type

User Roles and Permissions

User Roles Overview

User Role Permissions Grid

​Overview

​Key Features of User Roles

​Benefits of Customizable Permissions

​License Types

​License Types Overview

​User Roles Available by License Type

​User Roles and Permissions

​User Roles Overview

​User Role Permissions Grid

Overview

Key Features of User Roles

Benefits of Customizable Permissions

License Types

License Types Overview

User Roles Available by License Type

User Roles and Permissions

User Roles Overview

User Role Permissions Grid