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User Roles

Find out here what different user roles there are and how they can be assigned.

Written by Katharina Kos

Availability

Packages: Essential, Premium, Enterprise (+ custom roles)

User Roles: Admin

User Roles explained

There are five different user roles available in remberg. These are: Admin, Manager, Full User, Viewer and Requester. Read below to find out which user rights each role includes.

Admins have full user rights for remberg. This user role is useful for IT or maintenance management, for example.

Managers can use remberg to its full extent, with the exception of system settings. This user role is suitable for plant managers, department managers or shift supervisors, for example.

Full Users can use remberg to its full extent with the exception of the dashboard and system settings. This user role is suitable for maintenance technicians, service employees, and machine operators who perform minor tasks on the machines.

Viewers can view and comment on the information and data in remberg as well as create Work Requests. However, they do not have editing rights. This user role is suitable for accounting or management, for example, as long as the users only want to view information (users of this role are exempt from license fees).

Requesters can create Work Requests. They can also view Assets, Work Requests, related Work Orders and associated files. This role is ideal for machine operators (users of this role are exempt from license fees).

Availability

Packages: Enterprise

User Roles: Admin

Operators can view Work Orders for their user group, update the status, and fill out Procedures. They can also create Work Requests and view Assets. This role is ideal for machine operators who perform minor tasks such as cleaning or lubricating a machine.

šŸ’”Note: All user roles can use the chat with the AI Copilot.


Assigning User Roles

You can assign your remberg users to the appropriate user roles. Simply follow these steps:​

  1. Go to "Settings" (tooth wheel symbol)

  2. Click on the "General Information" tab

  3. Select "User Roles"

  4. Find the User Role to which you want to add users – e.g. Admin or Requester

  5. Click on the relevant User Role

  6. Under Permissions, you can see in detail which rights are associated with this role

  7. Switch to the Users area and search for the user you want to add

  8. A window with the user's details will open on the right

  9. In the "User Role" field, you can select the appropriate role from the drop-down menu

  10. Click on "Save" to confirm your selection


Creating Individual User Roles

Availability

Package: Enterprise

User Roles: Admin

To add custom user roles to the standard ones available, follow these steps:

  1. Go to "Settings" (tooth wheel symbol)

  2. Click on the ā€œGeneralā€ tab

  3. Select ā€œUser Roles"

  4. Click on ā€œ+ Addā€ at the end of the list of user roles.

  5. Assign a unique name and, optionally, a description

  6. Confirm by clicking on ā€œSaveā€

  7. Now use the slider on the right-hand side of the respective permission to define whether or not it should be activated for the new role (per default, every permission is deactivated and must be activated specifically)


Adjusting the Permissions of Existing User Roles

Availability

Package: Enterprise

User Roles: Admin

To edit existing individual user roles, follow these steps:

  1. Go to "Settings" (teeth wheel symbol)

  2. Click on the "General" tab

  3. Select "User Roles"

  4. Click on the desired user role

  5. Now use the slider on the right-hand side of the respective permission to define whether or not it should be activated for the new role (Changes are saved immediately)

šŸ’” If changes for a user with the newly customized user role do not take effect immediately, ask them to reload the browser page opened with remberg or to log out and log back in again.

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