Roles

Roles allow you to define user access levels and control permissions across Fabritec.

By assigning permissions that match each user's responsibilities, you help users access the information and actions they need without granting unnecessary control over other workflows.

Roles support system security, clear responsibility boundaries, consistent access management, and collaboration across departments.

What Are Roles?

A Role is a defined set of permissions that can be assigned to one or more users.

The selected permissions determine which system areas and actions the role provides access to. Depending on the permissions assigned, users can view information, manage records, update production, perform inspections, approve work, or carry out other authorized actions.

A role can have one user, multiple users, or no users assigned yet.

Examples of Roles

Example Role Name	Typical Responsibility
System Admin	Broad system administration, when the required permissions are assigned
Workstation Operator	Recording production progress
Shipping Coordinator	Managing shipping workflows
Project Manager	Overseeing projects and buildings
Quality Control Inspector	Performing and reviewing quality inspections
Planning Engineer	Managing routing setup and preparing cutting lists
Production Manager	Overseeing production operations and progress
Maintenance	Managing workstation maintenance
Sales Rep	Creating and following up enquiries
CRM Manager	Managing CRM activities and the appropriate enquiry visibility

Important: These are examples of job-based roles, not a guarantee of the permissions included in an existing role. Review the role's selected permissions rather than relying on its name.

Where to Find Roles

Navigate to:

User Management → Roles

The User Management menu contains Users, Departments, Roles, and Logs.

The Roles page displays the description:

Define and assign specific roles to manage system access and responsibilities.

Roles List

Column	Description
Name	The name of the role
Users	Icons representing users assigned to the role; a dash indicates that no users are assigned
Actions	Controls for viewing permissions, editing the role, or deleting it

Page Controls

Control	Purpose
Add Role	Opens the form for creating a role
Excel Export	Exports the roles list to Excel
PDF Export	Exports the roles list to PDF
Clear filter	Clears the applied table filters
Search	Finds roles by name
Name column filter	Filters the list using the role name
Columns	Lets you choose which table columns to display
Items per page	Changes the number of roles displayed on each page
Page navigation	Moves between pages of roles

The toolbar also includes a Reset cache control.

To locate a role, enter its name in Search or use the filter icon in the Name column. Clear the search text and applied filters when returning to the broader list.

Permissions for Role Administration

View Roles and Manage Roles are separate permissions.

View Roles provides access to viewing roles and their permissions. Manage Roles provides access to managing roles and their permissions.

User and department administration is controlled separately through Manage Users and Departments.

Add a New Role

Click Add Role in the upper-right corner of the page.

The Add Role form contains Name, Description, and Permissions, followed by the Add button.

Name — Required

Enter a clear, descriptive name that identifies the role's responsibilities.

Examples include Production Manager, QC Inspector, and Shipping Coordinator.

Use names that help administrators distinguish roles without opening each one. Avoid creating several similarly named roles unless their responsibilities and permissions are clearly different.

Description — Optional

Enter a brief explanation of the role's responsibilities.

For example:

Performs quality inspections and reviews inspection results and quality-control reports.

Use the description to explain the intended responsibility. Configure the actual access in Permissions.

Permissions — Required

Open the Select Permissions dropdown and choose the system areas and actions the role requires.

Review permissions against the user's work: what they need to view, what they need to change, and whether they are responsible for approvals or access administration.

You can select permissions individually or use Select All to select all available permissions.

Important: Use Select All only when the role intentionally requires every available permission. Do not use it as the default for operational roles.

Permission Reference

The following reference contains 95 permissions across 15 groups, following the permission catalog reviewed on 13 September 2026.

It lists permission labels and their purposes, not the permissions assigned to every role. Check the available options in your deployed role editor when configuring access.

The groups follow the catalog's organization rather than matching every item in the navigation menu. For example, Production includes maintenance and productivity permissions, Projects and Buildings includes customer permissions, and Erection includes Confirm Delivery.

User Management

Permission	Purpose
Manage Users and Departments	Manage users and departments.
View Users and Departments	View users and departments.
Manage Roles	Manage roles and their permissions.
View Roles	View roles and their permissions.
View Logs	View application audit logs.

Access distinction: Viewing roles and managing roles are separate permissions. Grant role-management access only to users responsible for maintaining access permissions.

Settings

Permission	Purpose
Manage Company Profile	Manage company profile information.
Manage License Info	Manage license information.
Manage Preferences	Manage measurement units, rounding, and other system preferences.
Manage Integrations	Manage external API and AI integration clients.
Manage Currencies	Manage currencies, the base currency, and exchange rates.
View Company Profile	View company profile information.
View Preferences	View measurement units, rounding, and other system preferences.

Production Setup

Permission	Purpose
Manage Production Stages and WorkStations	Manage production stages and workstations.
View Production Stages and WorkStations	View production stages and workstations.
Manage Categories and Routes	Manage production categories and routes.
View Categories and Routes	View production categories and routes.

Workforce

Permission	Purpose
Manage Labours	Manage labours, labour groups, and labour titles.
View Labours	View labours, labour groups, and labour titles.
Manage Crews	Manage crews, members, fixed shifts, and shift rotations.
View Crews	View crews, members, fixed shifts, and shift rotations.
Manage Shifts	Manage shift definitions, daily assignments, and scheduling overrides.
View Shifts	View shift calendars, assignments, and definitions.
Manage Work Calendars	Manage work calendars, holidays, and scheduling defaults.
View Work Calendars	View work calendars, patterns, exceptions, and holidays.
View Timesheets	View derived labour timesheets.
Approve Timesheets	Approve and reopen labour timesheet days.

View Timesheets and Approve Timesheets cover different responsibilities: reviewing timesheet information is separate from approving or reopening timesheet days.

Projects and Buildings

Permission	Purpose
Manage Projects	Create, edit, close, and manage projects.
View Customers	View customer master data and insights.
Manage Customers	Create, edit, and manage customers.
Manage Buildings	Create, edit, and manage buildings.

Phases and Revisions

Permission	Purpose
Manage Phases	Create, edit, and manage phases.
Release Phase for Production	Release phases for production.
Release Phase for Shipping	Release phases for shipping.
Add Revisions	Add revisions to phases.
View Revisions	View revision details.
Open Phase for Revision	Open a phase for revision after its initial revision.
Review Revisions	Review and approve revisions.
View BOM Reports	View Bill of Materials reports and related information.

Production

Permission	Purpose
Manage Maintenance	Create, edit, schedule, and progress workstation maintenance.
View Maintenance Orders	View maintenance orders, the order board, and maintenance calendar.
View Maintenance Plans	View preventive maintenance plans and workstation due forecasts.
View Maintenance KPIs	View maintenance KPIs, downtime insights, and maintenance widgets.
View Maintenance Costs	View planned and actual maintenance parts costs and cost analytics.
Manage Maintenance Costs	Record, correct, and finalize maintenance parts costs.
Report Maintenance Issue	Report a workstation breakdown without full maintenance-management access.
View Workstation and Stage Productivity	View workstation and stage productivity, utilization, bottlenecks, and the Andon board.
View Labour Productivity	View crew summaries, named labour productivity, and individual labour details.
Manage Routing Setup	Manage item routing setups.
View Tracking	View production tracking details.
Update Production Progress	Record production progress.
Modify Production Access	Manage production access for users who have permission to update progress.
Update Production Progress With Overrides	Update production progress using old dates.
Create Patches and Cutting Lists	Create production patches and cutting lists.
Manage Stock Items	Manage stock items, including marking them available for shipping.
Manage Outsourcing Items	Manage the outsourcing process for items.
Hold And Reset Items	Hold, reset, or revert items.
Modify Production Logs	Modify or delete production logs.
View Production Logs	View production logs.

Production Access and Overrides

Update Production Progress allows production recording. Modify Production Access controls production access for users who have permission to update progress. Review operational assignments as well as the role's permission selections.

Update Production Progress With Overrides is described in the catalog as allowing production updates using old dates. Do not interpret its name as permission to bypass every production rule.

Report Maintenance Issue allows a workstation breakdown to be reported without full maintenance-management access. Maintenance costs also have separate View Maintenance Costs and Manage Maintenance Costs permissions.

Terminology: Create Patches and Cutting Lists is the permission's exact label. Look for this wording in the permission selector.

Quality Control

Permission	Purpose
Perform Inspections	Perform quality inspections.
View Inspections	View inspection results and details.
Manage QC Access	Manage QC access for users who have permission to perform inspections.
View QC Reports	View quality-control reports and insights.

Perform Inspections and Manage QC Access are separate permissions. Performing inspections is different from administering QC access for other inspection users. Review the relevant QC assignments during onboarding.

Shipping

Permission	Purpose
Confirm Shipping Yard Entrance	Confirm that items have entered the shipping yard.
Dispatch Management	Create and manage dispatches.
Dispatch Shipping	Confirm shipping of a dispatch.
Return Dispatches	Return shipped or delivered dispatches to the shipping yard.
View Shipping	View shipping-yard, shipping, and dispatch information.
Dispatch Notifications	Receive dispatch-related notifications.

Dispatch Management, Dispatch Shipping, and Return Dispatches are separate permissions. Creating a dispatch, confirming its shipment, and returning it to the shipping yard are different responsibilities.

Document Management

Permission	Purpose
Manage Project Documents Structure	Manage the folder structure used when a project is created.
View Project Documents Structure	View the folder structure used when a project is created.
Upload Files	Upload files to the system.
View Files	View files and documents.

Chat

Permission	Purpose
View Chat	View messages in project group chats.
Write Chat	Write messages in project group chats.

Insights

Permission	Purpose
Productivity Insights	View production widgets, productivity dashboards, and production reports.
Quality Control Insights	View quality-control and rework widgets.
Shipping Insights	View shipping widgets and shipping reports.
Project Insights	View project-insight widgets.

Task Management

Permission	Purpose
Manage Task WorkFlows	Manage task workflows and statuses.
Manage Task Tags	View, edit, and delete task tags.
Manage Task Members	Manage task-member assignment permissions.
View Task Members	View task-member assignment permissions.
View Archived Tasks	View archived tasks.

Erection

Permission	Purpose
Confirm Delivery	Confirm delivery.
Update Erection	Update erection or installation progress.
View Erection	View erection or installation details.

Confirm Delivery belongs to the Erection permission group. It is distinct from Dispatch Shipping, which confirms shipping of a dispatch.

CRM

Permission	Purpose
View CRM Dashboard	View CRM forecast dashboards and analytics.
View CRM Pipeline	View enquiries, pipeline lists, and customer views.
Create and Edit Own Enquiries	Create enquiries and edit enquiries owned by the user.
Edit All Enquiries	Edit enquiries within the user's visibility scope.
Change Enquiry Status	Move enquiries through statuses and close outcomes.
Convert Enquiry to Project	Convert a won enquiry into a project.
Manage CRM Settings	Manage CRM statuses, lookups, defaults, and numbering.
View Team CRM Data	View CRM records owned by the user's department.
View All CRM Data	View all CRM records in the tenant.

Important: Edit All Enquiries is limited to the user's visibility scope. It does not independently provide visibility of every enquiry in the tenant.

View Team CRM Data provides visibility of records owned by the user's department. View All CRM Data provides visibility of all CRM records in the tenant. Review editing permissions and data-visibility permissions separately.

Saving the Role

After completing Name and Permissions, review the selected access and click Add.

The new role appears in the Roles list and becomes available for assignment through the Users page.

Creating a role and assigning it to users are separate steps. The Add Role form does not include a user-assignment field.

Assigning Users to Roles

Users are linked to roles through:

User Management → Users

Create or edit the relevant user account, assign the required role, and save the user changes.

Return to User Management → Roles to review the Users column. Assigned user icons appear beside the role.

A role with no assigned users remains available for future assignment.

Before assignment: Review the role's permissions using the View action. Confirm that the role matches the user's actual responsibilities.

For production and QC users, review the relevant operational access assignments as well as the role. For CRM users, check whether their work requires department-level or tenant-wide data visibility.

Viewing a Role's Permissions

In the Actions column, click the eye icon beside the role.

Use this action to review the permissions assigned to the role before assigning it to a user or changing its configuration.

This is also useful when two roles have similar names but provide different access.

Editing a Role

In the Actions column, click the pencil icon beside the role.

You can modify the role's name, description, or permissions.

Review the users assigned to the role before making changes. A shared role should continue to match the responsibilities of the people who use it.

Save the changes after reviewing the revised permission selection.

Important: Treat a change to a shared role as an access change that may affect every user assigned to it. Inform the affected team before removing permissions required for active work.

Deleting a Role

In the Actions column, use the trash icon to delete a role that is no longer required.

A role cannot be deleted while it is assigned to users. Reassign those users first.

To remove an unused role:

Locate the role and review its Users column.

When users are assigned, go to User Management → Users, assign them an appropriate replacement role, and save the changes.

Return to Roles and confirm that the original role has no assigned users.

Click the role's Delete action.

Review the replacement role before reassigning users so that they retain the access required for their work.

Best Practices

Create Roles Around Real Job Functions

Define roles around responsibilities such as production recording, quality inspection, planning, shipping coordination, maintenance, and CRM follow-up.

Use clear names and descriptions so another administrator can understand each role's purpose.

Grant Only the Permissions Required

Avoid giving users unnecessary administrative, approval, or modification permissions.

Keep Select All and broad administrative roles for users whose responsibilities genuinely require that level of access.

Separate Operational Work from Access Administration

Updating production is different from modifying production access. Performing inspections is different from managing QC access.

Likewise, creating a dispatch is different from confirming shipment or returning a dispatch.

Review Shared Roles and Assignments Regularly

Check roles when users change responsibilities and before editing a role shared by several people.

Review both the selected permissions and the users assigned to the role. For CRM, include a separate check of data visibility.

Reassign users before deleting an obsolete role, and avoid maintaining multiple roles with unclear or overlapping purposes.

Users – Create and manage system users

Departments – Group users for better organization

Production Setup – Permissions related to production configuration

Projects & Phases – Permissions associated with project workflows

What Are Roles?#

Examples of Roles#

Where to Find Roles#

Roles List#

Page Controls#

Permissions for Role Administration#

Add a New Role#

Name — Required#

Description — Optional#

Permissions — Required#

Permission Reference#

User Management#

Settings#

Production Setup#

Workforce#

Projects and Buildings#

Phases and Revisions#

Production#

Production Access and Overrides#

Quality Control#

Shipping#

Document Management#

Chat#

Insights#

Task Management#

Erection#

CRM#

Saving the Role#

Assigning Users to Roles#

Viewing a Role's Permissions#

Editing a Role#

Deleting a Role#

Best Practices#

Create Roles Around Real Job Functions#

Grant Only the Permissions Required#

Separate Operational Work from Access Administration#

Review Shared Roles and Assignments Regularly#

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