Platform administrators on Tractian can define and manage different user access levels to ensure data security, operational control, and avoid errors.
Default profiles
Under the Permissions tab in the platform settings, you'll find the predefined profiles:
Administrator
Planner
Technician
Requester
Viewer
These profiles are starting templates and can be customized based on operational needs.
How to add a new profile
Go to the Permissions tab in the settings.
Click "+ Add Profile" in the top-right corner.
Fill out the following information:
Profile Name: Name the new role.
Base Profile: Select a default profile as a starting point.
Restrict by Location: Choose whether the profile has access to a specific location or the entire site.
Platform Modules: Select accessible modules.
Always create new profiles based on a higher-level profile. For example, to create a Coordinator, use the Administrator role as a base.
Important note: You cannot promote profiles like Requester or Viewer to Planner or Technician.
How to configure permissions
After creating the profile, configure the permissions under each available tab (General, Monitoring, CMMS), by selecting the allowed actions for that profile as shown in the example below.
Types of allowed actions
Each item can have the following actions:
View: View data only
Access: Access the corresponding page
Create: Add new items
Edit: Modify existing items
Delete: Remove data
Fill: Enter information
Permission levels
Permission I: The user can perform the action on all records, regardless of who created them or who is responsible.
Permission II: The user can perform the action only if they are related to the record in one of the following ways:
Creator of the item
Directly responsible
Member of the responsible team
Member of the creator’s team
Member of the team of someone assigned as responsible
Permission III: The user can perform the action only if they are:
The creator
The directly responsible
A member of the responsible team
Action hierarchy
Some actions depend on base permissions:
To edit or delete, the user must have view permission.
The access action is independent and can be enabled or disabled without affecting other actions.
How to edit an existing profile
In the Permissions tab, select the desired role.
Click "Edit."
Adjust permissions as needed.
Click Save to apply changes.