How to create a role concept?
It is essential to create a role concept before you start creating the first roles for your organization.
List all users that need access to the BuildingMinds Platform.
Identify next who needs access to which object.
Identify which privilege is necessary to access the object. The privilege sets are as follows:
Privileges | Description |
None | None is the default value for newly added roles. If you assign a role with the privilege None to a user, the user can log in but not do anything on the platform. |
Read-only | Users associated with this privilege can only view real-estate objects in the platform and cannot change them. Buttons for editing, adding, or deleting real-estate objects are inactive in the platform. |
Read and edit | Users associated with these privileges can view and change existing real-estate objects. Users cannot add or delete child real-estate objects. Buttons for adding or deleting real-estate objects are inactive for the users. |
Read, edit and create | Users associated with these privileges can view and change existing real-estate objects and add child real-estate objects. Users cannot delete child real-estate objects. Buttons for deleting real-estate objects are inactive for the users. |
Read, edit, create, and delete | The highest permission level. Users associated with these privileges have all rights to the selected real-estate object. |
Consider overlapping privileges among various users' objects in the list provided. Combine permissions into roles, ensuring that as the user count increases, separate permissions on dashboards from those on sites for more versatile roles applicable to multiple users.
User | Object (site or dashboard) | Read | Edit | Create | Delete | Roles |
Jane Doe | All | x | x | x | x | Read_edit_create_delete_all_sites |
Joe Doe | All | x | x | x | - | Read_edit_create_all_sites |
Jane Smith | All | x | x | - | - | Read_edit_all_sites_portfolio_overview Create permissions with the privileges Read and edit for all sites on the BuildingMinds Platform for this role. Additionally, you need to create the permission for the dashboard Portfolio overview with the privilege Read-only. |
Portfolio overview | x | - | - | - | ||
John Smith | All | x | x | - | - | Read_edit_all_sites_portfolio_overview |
Portfolio overview | x | - | - | - | ||
John Roe | All sites in Germany | x | x | - | - | Read_edit_all_sites_Germany Create permissions with the privilege set Read and editfor all sites located in Germany for this role. |
Lease contracts | x | - | - | - | Read_lease_contracts | |
Richard Roe | Friedrichstraße, Hackischer Markt, Alexanderplatz | x | x | - | - | Read_edit_Friedrichstr_Hackischer_Alex |
Carbon emissions | x | - | - | - | Read_Carbon_emissions | |
Johnny Appleseed | Friedrichstraße | x | - | - | - | Read_Friedrichstr |
Jane Appleseed | Friedrichstraße | x | - | - | - | Read_Friedrichstr |
Jane Roe | Carbon emissions | x | - | - | - | Read_Carbon_emissions |
After creating the role concept, you can create roles in the BuildingMinds Platform. For more information, see Add role. If you need support creating a role concept for a more complex role concept setup, please get in touch with us via <[email protected]>.