In O3, roles define your level of access within a project. They can be created at the system or plant level, meaning you need system or plant admin access.

Click on the (1) cogwheel on the left side of your screen > (2) User Admin > (3) Roles.

Click on the cogwheel on the left side of your screen, then find your plant in the grid.

Then click on the Roles tab.

Click on the + sign in the top-right corner of your grid.

Note that system admins can assign roles to multiple plants, while roles created at the plant level will be assigned automatically.

When you're done entering your role's info, click Save. You'll be brought to the role's matrix.

Here you can define what your teammates have access to, as well as their level of access.

While the matrix is long, you'll notice the permissions are similar for each item. We outline the more common permissions below.

You'll notice Entity Types (like Installation Work Packages) have additional permissions.

Note that certain permissions (like Generate Detail Report or View, Edit Scaffold Requests) are only supported for certain Entity Types.

When you're done, click Save Changes at the top.

You can edit the role's info and permissions by clicking on the Action Menu icon > Edit.

Want to learn more about being an admin in O3? Check out our O3 Administration article collection here.