How to create a role concept?

It is essential to create a role concept before you start creating the first roles for your organization.

  1. List all users that need access to the BuildingMinds Platform.

  2. Identify next who needs access to which object.

  3. 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.

These privileges can now be tailored to specific features within the platform, allowing for more precise control over user access and actions using Feature permissions.

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

Alex Blue (Workspace Manager)

Workspaces

x

x

x

x

Edit_Workspaces

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]>.