GUIDE - System Management - MSite User Personas

MSite User Roles allow you to control who can use the various areas of the system and access data stored within.

Below we have outlined some possible User Personas you may want to use, as the data owner you may wish to adjust the associated Roles to add or remove certain functionality in line with your company policies.

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Reporter

Associated Roles:

• Reports

Reasoning:
This is aimed at personnel such as a Quantity Surveyor who may need to run the various reports to gauge performance of a project. It is unlikely they will need MSite for its other functions so limiting them to reports only means they won’t have access to unnecessary personal or sensitive data.

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Security Guard/Site Administrator

Associated Roles:

• Dashboard
• Employee (Edit/Create)
• Employee (View - Restricted)
• Reports (Critical Access)
• Reports (System)
• System (Contractors)

Reasoning:
Where a site has a security guard or administrator, they are often involved in the enrolment of new employees or the management of existing employees on the system. By giving the ability to fully create a new employee (‘Employee (Edit/Create)’) this means that any fields marked restricted will be available so that a complete set of data can be captured. However, by also giving the role ‘Employee (View - Restricted)’, it will prevent them from accessing this restricted data once the employee record has been saved. The Dashboard, Reports (Critical Access) & Reports (System) allow them to effectively monitor employees on site without giving access to a full set of reports.

You may want to consider giving this Persona the ‘Reports’ role if they are doing additional reporting on your behalf such as running time & attendance reports.

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Site Manager

Associated Roles:

• Dashboard
• Employee (Edit/Create)
• Employee (View)
• Reports
• System (Basic)
• System (Contractors)

Reasoning:
Here, the Site Manager gets increased user roles allowing for increased reporting, the ability to manage some basic MSite settings such as Induction Booking slots and can also create MSite Users with equal or lower permissions to their own.